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Example data — fictional companies, not a client's numbers

Sample contractor dashboards

Four reports a contractor usually builds by hand each month, here built from example data where CRM, accounting and the project system are joined — so each job is entered once. 40 example jobs, as of 2026-09-30.

Work in progress: billed vs contract

Share of each contract billed so far. On your data this joins CRM, accounting and the project system without retyping.

J-1002 Plumbing rough-in 2100%J-1004 Chiller replacement 4100%J-1005 Service contract 5100%J-1009 HVAC retrofit 9100%J-1012 Boiler upgrade 12100%J-1026 Service contract 26100%J-1028 HVAC retrofit 28100%J-1034 HVAC retrofit 34100%

Job cost: contract minus project budget

Estimated margin per job where the project system has a budget; jobs missing from it show up as gaps to fix.

J-1013 Chiller replacement 13$2,500J-1019 HVAC retrofit 19$2,500J-1032 Boiler upgrade 32$2,500J-1002 Plumbing rough-in 2$0J-1003 HVAC retrofit 3$0J-1005 Service contract 5$0J-1006 Ductwork 6$0J-1008 Chiller replacement 8$0

Backlog: contract value not yet billed

What is still to be billed on won jobs.

J-1003 HVAC retrofit 3$210,000J-1037 Plumbing rough-in 37$210,000J-1015 Controls upgrade 15$148,500J-1031 Ductwork 31$125,000J-1019 HVAC retrofit 19$103,950J-1013 Chiller replacement 13$96,000J-1021 Plumbing rough-in 21$74,800J-1027 Plumbing rough-in 27$74,800

Receivables by age

Invoice value by age at 2026-09-30.

0-30$425,85031-60$382,15061-90$664,59090+$19,200

Totals on the example data: contracts $3,243,300, billed $1,491,790, backlog $1,751,510; 5 won jobs have no matching project in the project system — exactly the kind of gap the assessment finds.

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The same columns as a spreadsheet you can fill with your own jobs.

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