Job Starts · last 7
$34,800
4 jobs
Revenue · last 30
$230,555
MTD $154,652
Cash Collected · 30d
$284,052
MTD $64,587
Receivables Open
$299,249
34 closed unpaid
Active Jobs
91
17 in progress · 7 leads
Jobs at Risk
44
$322,459 critical
Job Starts — last 16 weeks
By Actual Start date · all types · excludes LostPipeline Funnel
Lead
7$10,000
Pending
19$100,684
Approved
7$76,016
In Progress
17$217,390
Completed - Billing
41$372,216
Won/Completed
567$2,237,743
Lost
324$633,104
Deleted
4$0
Status Distribution (PSA-canonical)
From analytics.psa_status_summary7
Received
11
Inspected
5
Pending
7
Approved
13
WIP
12
Completed
36
Invoiced
567
Closed
324
Lost
4
Deleted
Receivables Aging
Total open: $299,249
Current
$250,788(24)
1-30 Days
$431(1)
61-90 Days
$15,592(1)
90+ Days
$32,438(5)
Exception Categories
Invoiced - Unpaid
12 critical · 9 high
$263,407
23 jobs
Approved, Not Started
3 critical
$69,186
4 jobs
No PM Assigned
$68,275
13 jobs
Past-Due Invoice
5 critical
$32,869
6 jobs
Completed - Needs Invoicing
2 critical · 1 high
$20,420
4 jobs
Stalled WIP
1 high
$0
1 jobs
Weekly Meeting Tracker
Mon–Sun weeks. Pending/Approved/Lost = cohort of leads received that week, where they ended by Sunday. WIP/Compl/AR columns populate going forward via Monday snapshots.
| Week of | Starts $ | MTD $ | Pace $ | Leads | Pend | Appr | Lost | Close% | WIP>5 | Cmp>3 | AR Cur | AR 1-30 | AR 31-60 | AR 60+ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 25 – May 31 | $0 | $37,132 | $37,132 | 0 | 0 | 0 | 0 | — | — | — | — | — | — | — |
| May 18 – May 24 | $0 | $37,132 | $47,962 | 0 | 0 | 0 | 0 | — | — | — | — | — | — | — |
| May 11 – May 17 | $0 | $37,132 | $67,711 | 1 | 1 | 0 | 0 | — | — | — | — | — | — | — |
| May 4 – May 10 | $37,132 | $37,132 | $115,109 | 20 | 16 | 1 | 3 | 25.0% | 20 | 34 | $250,788 | $431 | $0 | $32,438 |
| Apr 27 – May 3 | $75,593 | $235,768 | $235,768 | 19 | 10 | 3 | 6 | 33.3% | — | — | — | — | — | — |
| Apr 20 – Apr 26 | $48,499 | $160,175 | $184,818 | 20 | 12 | 7 | 1 | 87.5% | — | — | — | — | — | — |
| Apr 13 – Apr 19 | $14,516 | $111,676 | $176,331 | 25 | 19 | 3 | 3 | 50.0% | — | — | — | — | — | — |
| Apr 6 – Apr 12 | $97,160 | $97,160 | $242,900 | 31 | 18 | 7 | 6 | 53.8% | — | — | — | — | — | — |
| Mar 30 – Apr 5 | $16,498 | $135,620 | $135,620 | 19 | 16 | 3 | 0 | 100.0% | — | — | — | — | — | — |
| Mar 23 – Mar 29 | $50,100 | $119,122 | $127,337 | 22 | 18 | 3 | 1 | 75.0% | — | — | — | — | — | — |
| Mar 16 – Mar 22 | $27,460 | $69,022 | $97,258 | 18 | 10 | 6 | 2 | 75.0% | — | — | — | — | — | — |
| Mar 9 – Mar 15 | $3,100 | $41,562 | $85,894 | 17 | 12 | 3 | 2 | 60.0% | — | — | — | — | — | — |
| Mar 2 – Mar 8 | $38,462 | $38,462 | $149,039 | 22 | 12 | 8 | 2 | 80.0% | — | — | — | — | — | — |
| Feb 23 – Mar 1 | $94,820 | $336,705 | $336,705 | 14 | 9 | 1 | 4 | 20.0% | — | — | — | — | — | — |
| Feb 16 – Feb 22 | $145,150 | $241,885 | $307,853 | 19 | 4 | 10 | 5 | 66.7% | — | — | — | — | — | — |
| Feb 9 – Feb 15 | $21,569 | $96,735 | $180,571 | 11 | 6 | 4 | 1 | 80.0% | — | — | — | — | — | — |
| Feb 2 – Feb 8 | $75,165 | $75,165 | $263,078 | 13 | 7 | 3 | 3 | 50.0% | — | — | — | — | — | — |
| Jan 26 – Feb 1 | $94,500 | $234,225 | $234,225 | 18 | 5 | 10 | 3 | 76.9% | — | — | — | — | — | — |
| Jan 19 – Jan 25 | $19,200 | $139,725 | $173,259 | 6 | 2 | 2 | 2 | 50.0% | — | — | — | — | — | — |
| Jan 12 – Jan 18 | $45,550 | $120,525 | $207,571 | 14 | 9 | 4 | 1 | 80.0% | — | — | — | — | — | — |
| Jan 5 – Jan 11 | $74,975 | $74,975 | $211,293 | 15 | 9 | 5 | 1 | 83.3% | — | — | — | — | — | — |
Jobs at Risk
Open-funnel jobs only · sorted by severity then dollars exposed
| Severity | Reason | Job | PM | $ Exposed | Days Open | Idle | Detail |
|---|---|---|---|---|---|---|---|
| Critical | Invoiced - Unpaid | Paddle Club-FIR-0666 | Caleb Dill | $79,744 | 34 | 7 | Invoice issued · balance > $0 |
| Critical | Approved, Not Started | Gray-MIT-0614 | Nick Edwards | $49,000 | 49 | 22 | Approved 35 days ago, no Actual Start |
| Critical | Invoiced - Unpaid | Glow Nails-FIR-0533 | Josh Merlene | $38,572 | 47 | 1 | Invoice issued · balance > $0 |
| Critical | Invoiced - Unpaid | Wolfe-MIT-0739 | Caleb Dill | $23,760 | 8 | 4 | Invoice issued · balance > $0 |
| Critical | Invoiced - Unpaid | Stephens-MIT-0605 | Caleb Dill | $16,962 | 52 | 23 | Invoice issued · balance > $0 |
| Critical | Past-Due Invoice | Ureta-MIT-0323 | no PM | $14,504 | 207 | 97 | Invoice(s) 90+ Days |
| Critical | Invoiced - Unpaid | Ureta-MIT-0323 | no PM | $14,504 | 207 | 97 | Invoice issued · balance > $0 |
| Critical | Invoiced - Unpaid | Turner-MIT-0561 | Nick Edwards | $11,583 | 69 | 11 | Invoice issued · balance > $0 |
| Critical | Invoiced - Unpaid | Compton-MIT-0563 | Nick Edwards | $9,719 | 68 | 34 | Invoice issued · balance > $0 |
| Critical | Invoiced - Unpaid | West-MIT-0613 | Nick Edwards | $9,188 | 49 | 1 | Invoice issued · balance > $0 |
| Critical | Invoiced - Unpaid | Compton-MIT-0592 | Nick Edwards | $8,090 | 57 | 4 | Invoice issued · balance > $0 |
| Critical | Approved, Not Started | South Arlington Smiles-RECON-0531 | Caleb Dill | $7,141 | 70 | 47 | Approved 83 days ago, no Actual Start |
| Critical | Past-Due Invoice | Wallace-MIT-0326 | Caleb Dill | $6,398 | 206 | 32 | Invoice(s) 90+ Days |
| Critical | Invoiced - Unpaid | Cox-MIT-0570 | Nick Edwards | $6,200 | 66 | 36 | Invoice issued · balance > $0 |
| Critical | Past-Due Invoice | Helms-MIT-0317MIT | Zac Boise | $6,023 | 211 | 137 | Invoice(s) 90+ Days |
| Critical | Invoiced - Unpaid | Helms-MIT-0317MIT | Zac Boise | $6,023 | 211 | 137 | Invoice issued · balance > $0 |
| Critical | Invoiced - Unpaid | Ward-MIT-0712 | Caleb Dill | $5,225 | 16 | 7 | Invoice issued · balance > $0 |
| Critical | Past-Due Invoice | Schneider-MIT-122 | Josh Karbula | $5,114 | 568 | 449 | Invoice(s) 90+ Days |
| Critical | Completed - Needs Invoicing | CON-McMillan-CON-0307 | Zac Boise | $2,610 | 175 | 29 | Completed 153 days ago · partial billed, final still owed |
| Critical | Completed - Needs Invoicing | Williams-CON-0623 | Nick Edwards | $1,700 | 40 | 11 | Completed 41 days ago · no invoices yet |
| Critical | Past-Due Invoice | Pidugu-MIT-00070 | no PM | $400 | 552 | 543 | Invoice(s) 90+ Days |
| Critical | Approved, Not Started | Shop Unbillable | no PM | $0 | 561 | 11 | Approved 517 days ago, no Actual Start |
| High | Invoiced - Unpaid | Storti-MLD-0553 | Josh Merlene | $4,925 | 71 | 4 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Williams-MIT-0623 | Nick Edwards | $4,714 | 46 | 4 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Loch-MIT-0655 | Josh Merlene | $4,255 | 35 | 7 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Kammer-MIT-0653 | Josh Merlene | $3,973 | 36 | 15 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Vuong-CON-0444 | Josh Merlene | $3,550 | 22 | 21 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Swearengin-MIT-0701 | Josh Merlene | $3,417 | 22 | 11 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Shift Key-MLD-0615 | Nick Edwards | $3,366 | 49 | 6 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Peralta-MIT-0524 | no PM | $2,420 | 85 | 43 | Invoice issued · balance > $0 |
| High | Invoiced - Unpaid | Paddle Club-CON-0666 | Caleb Dill | $2,246 | 7 | 7 | Invoice issued · balance > $0 |
| High | Completed - Needs Invoicing | Matthee-MLD-0560 | Josh Merlene | $2,110 | 69 | 4 | Completed 12 days ago · partial billed, final still owed |
| High | Stalled WIP | Mendoza-FIR-0537 | Josh Merlene | $0 | 80 | 28 | WIP, no activity for 28 days |
| Medium | No PM Assigned | CON-Hazelton-CON-0360 | no PM | $23,575 | 173 | 43 | Open job · no employee assigned |
| Medium | No PM Assigned | Reynolds-MIT-0716 | no PM | $14,000 | 16 | 4 | Open job · no employee assigned |
| Medium | Completed - Needs Invoicing | Reynolds-MIT-0716 | no PM | $14,000 | 16 | 4 | Completed 7 days ago · no invoices yet |
| Medium | Approved, Not Started | Arbogast-MLD-0667 | Nick Edwards | $13,045 | 34 | 7 | Approved 15 days ago, no Actual Start |
| Medium | No PM Assigned | Masix Construction-MLD-0690 | no PM | $10,000 | 26 | 26 | Open job · no employee assigned |
| Medium | No PM Assigned | Reynolds-CON-0716 | no PM | $9,000 | 14 | 6 | Open job · no employee assigned |
| Medium | No PM Assigned | Peralta-MIT-0524 | no PM | $5,500 | 85 | 43 | Open job · no employee assigned |
| Medium | No PM Assigned | Sudbury-MIT-0750 | no PM | $3,800 | 3 | 1 | Open job · no employee assigned |
| Medium | No PM Assigned | Roden-RECON-0698 | no PM | $1,200 | 14 | 7 | Open job · no employee assigned |
| Medium | No PM Assigned | Roden-MIT-0698 | no PM | $1,200 | 24 | 11 | Open job · no employee assigned |
| Medium | Invoiced - Unpaid | Nancy-Texas Old Team Realty-MLD-0519 | Josh Merlene | $540 | 89 | 34 | Invoice issued · balance > $0 |
| Medium | Invoiced - Unpaid | Santos-MIT-0488 | Josh Merlene | $431 | 105 | 43 | Invoice issued · balance > $0 |
| Medium | No PM Assigned | Masix Construction-MLD-0691 | no PM | $0 | 26 | 19 | Open job · no employee assigned |
| Medium | No PM Assigned | Ureta-MIT-0323 | no PM | $0 | 207 | 97 | Open job · no employee assigned |
| Medium | No PM Assigned | Shop Unbillable | no PM | $0 | 561 | 11 | Open job · no employee assigned |
| Medium | No PM Assigned | MLD-0752 | no PM | $0 | 1 | 1 | Open job · no employee assigned |
| Medium | No PM Assigned | Turlington-MLD-0724 | no PM | $0 | 14 | 1 | Open job · no employee assigned |