Executive Dashboard
January 2026 · As of today
AI Executive Summary
Revenue reached $340,350 this month, up 1.9% from last month and 26.1% year-over-year — growth remains on track. Net customer count changed by +257, though new customer acquisition came in at target at 337 vs 325. Lost Customers is the primary concern at 80, above the 74 target. Sales conversion held at 8.1% and show rate stood at 77.6%. Overall: the business is tracking well across the board this month.
Company Health
Monthly Revenue
ON TRACK$340,350
Net Margin
ON TRACK24.9%
Active Customers
ON TRACK647
New Customers
ON TRACK337
Lost Customers
WATCH80
Net Customer Growth
ON TRACK+257
Cash Position
ON TRACK$503,753
Sales Performance
Overall Install Conv.
ON TRACK8.1%
Team Renee Conv.
ON TRACK8.1%
Team Gavin Conv.
ON TRACK8.2%
Gross Sales
WATCH418
Show Rate
WATCH77.6%
Marketing Performance
Total Leads
WATCH2,748
Cost per Lead
ON TRACK$10
MQL → SQL Rate
WATCH17.6%
Campaign ROI
ON TRACK3.3x
Finance Health
Outstanding AR
WATCH$2,072
AP Due
WATCH$944
Invoices Sent
ON TRACK327
Collection Rate
WATCH85.5%
Operations Performance
Jobs Completed
ON TRACK728
Field Utilization
WATCH68.3%
On-Time Rate
WATCH92.6%
Pending Jobs
ALERT249