Cash flow timing, job pipeline health, and profitability vs. collection risk.
Cash flow over time
Money in vs. money out
Out = material purchase dates + labor projected onto each employee's pay schedule. In = payments received.
No cash movement recorded yet for this scope.
Money inOut · laborOut · materialCumulative net
Pipeline
Jobs by status
Kanban of the portfolio across the job lifecycle — count and value per stage.
No jobs to chart yet.
Profit vs. risk
Profit vs. collection risk
Each bubble is a job: across = % of value billed, up = gross margin %, bubble size = outstanding A/R.
Top-left bubbles are profitable jobs you haven't billed or collected yet.
No jobs with value to plot yet.
Lifecycle
Status history & tempo
How jobs and invoices move through their statuses over time, and how long each stage takes.
Avg. days in each job stage
Invoice status mix
Status changes (last 12 weeks)
No recent status changes.
JobsInvoicesCustomers
Recent status changes
When
Type
Entity
Change
By
Guided workflows
Pick what you want to do — we'll take you to the right place.