Below-target margins, overdue receivables, deposit gaps against supplier
commitments, stalled orders, and refunds/credits above threshold. An empty list here means move
on with the day.
All flagged items this week
Orders booked and count, average order value, by salesperson, versus prior
week and weekly target, with the Materials Only vs Materials + Labor split.
Booked by salesperson
Booked by salesperson
4 fictional reps · this week vs prior week vs target
Time in stage, stage-to-stage conversion, and win rate by salesperson,
computed from the preserved deal-stage history.
Time in stage, conversion, and win rate
Stage-to-stage conversion
Bank position, A/R aging, A/P due, customer deposits held, and a 4-week
cash outlook from open invoices, bills due, payroll, and rent. Point-in-time as of today
(these balances don't change with the date range selected above).
A/R aging, cash detail, and 4-week outlook
4-week cash outlook
Payroll/rent placement is illustrative pending the books audit (Deliverable 01)
Revenue, gross profit, and margin percent, company-level. Orders booked
(Pipedrive) and revenue recognized (QuickBooks) stay two visibly separate numbers.
Revenue, gross profit, and margin trend