Command Center
Boerne, TX — Headquarters · This month · role view: Owner / Executive. All figures are fictional demonstration data.
Financial snapshot
MTD
Contracted revenue (MTD)
$482,650
+2.4% vs June
Gross profit forecast
$174,420
36.1% margin
Net contribution
$121,880
After marketing & overhead
Cash expected (30 days)
$208,400
$86,750 receivable
Outstanding receivables
$86,750
AR aging
Operations snapshot
Production health and risk
Jobs sold / completed
24 / 19
Boerne, TX — Headquarters branch
Jobs in production
17
Active job board
Jobs at risk
3
Permit · margin · weather
Operational bottlenecks
3
Permits, supplement, margin
Lead response time
3m 42s
Target under 5m
Branch comparison
Boerne #1
vs San Antonio pilot
Sales snapshot
Lead to signed contract
New leads (MTD)
148
103 qualified
Appointments set
81
69 inspections completed
Quotes sent
61
24 jobs sold
Close rate
39.3%
Target 38%
Average job value
$20,110
Per signed contract
Marketing snapshot
Spend, return and reputation
Marketing spend
$31,400
$371,200 attributed
Marketing return
11.8x
Attributed revenue ÷ spend
Blended CAC
$1,308
Per sold job
Google rating
4.8
23 reviews this month
Agency operations — communications
Calls, email and text handled by the remote team this month
Calls answered
287
92.9% answer rate
Missed calls
22
All received text-backs
Missed calls recovered
16
72.7% recovery
Emails answered
88
Avg 8m 06s first reply
Text conversations
159
Avg 1m 36s first reply
Avg first response
3m 42s
Target under 5m
Agency ops — sales support
Lead contact through estimate follow-up
New leads contacted
84
4m 18s to first contact
Appointments scheduled
39
46.4% booking rate
Appointments confirmed
34
5 awaiting confirmation
Estimates followed up
61
9 awaiting a decision
Agency ops — service health
Resolution, escalation and commitments
Issues resolved
27
Avg 1d 4h resolution
Open escalations
4
1 critical
Emergency issues
1
Critical severity, live
Promises due today
4
Open commitments to the company
- Three jobs below target margin (Ortiz, Nguyen repair, Doerr claim)
- Two permits delayed — Ferrell (6 days), Lindquist (3 days)
- One supplier delivery at risk — underlayment low stock at Beacon (demo)
- Four quotes with no activity for five days
- Three customers waiting more than two hours for a callback
- Subcontractor insurance certificate expiring — Hill Country Metal Crew (Aug 22)
- Google Ads cost per qualified lead increased 18% week over week
- Rain forecast affecting two scheduled roof installations (Aug 6–7)
- Boerne$214,800
- Fair Oaks Ranch$82,600
- Leon Springs$31,200
- Comfort$16,400
- Bulverde$48,900
- Spring Branch$42,100
Recommended action: move the Cole metal install to Aug 8 and dry-in the Trevino tear-off by 14:00.
- Review 3 jobs below target margin
- Approve August marketing budget shift
- Sign off on agency pilot pricing
- SalesNew Facebook lead created — Karen Delgado (78006)09:52
- Customer serviceMissed call text-back sent to (830) 555-018709:47
- SalesAppointment scheduled — Peter Lindquist, Aug 3 9:00 AM09:31
- ProductionInspection completed — Michelle Ortiz, decking repair recommended09:12
- SystemAutomation failed — Supplement Status Sync (carrier PDF parse)08:58
- SalesCarter estimate approved — Better option, $24,87508:44
- SubcontractorsCrew assigned — Lone Star Roofing Crew to JOB-2607-01408:30
- ProductionMaterial price changed — architectural shingles +2.4% (demo pricing)08:15
- ProductionSupplier delivery confirmed — ABC Supply, Aug 808:02
- UrgentRain delay recommended — Cole metal install, Aug 607:55