Friday Dashboards

Know where your business stands - every week.

Our Weekly Friday Dashboard Report delivers a clear, four-page snapshot of your business so you’re never guessing where things stand. It’s designed for HVAC, plumbing, and electrical business owners who want consistent visibility without meetings, calls, or spreadsheets.

Each dashboard focuses on month-to-date and year-to-date performance, helping you spot issues early, track progress toward goals, and stay in control as the month unfolds.

Reports are delivered straight to your inbox every Friday, so you can see what changed this week and what still needs attention before month-end.

What’s Included Each weekly dashboard includes key information such as:

A step-by-step cash flow planner
Month-to-date sales, cost of goods sold (COGS), direct labor, and gross and net profit and related margins
Trailing 12 months of sales and net income bar graph to help you see trends quickly
Average MTD sales per tech average compared to goals, and remaining days/sales to bill against those goals
Cash on hand in bank accounts (from QuickBooks Online)
Credit card balances (from QuickBooks Online)
Accounts Payable: aging summary and top past-due vendors and bills
Accounts Receivable aging summary (current through over 90 days)
Largest customer balances as a percentage of total AR
Top past-due customers
Top oldest invoices
Simple dashboard review guide to help you read the report

Delivery Reports are delivered to your inbox every Friday and reflect the most up-to-date data available in QuickBooks Online.

Pricing One-time setup fee: $99 Weekly report subscription: $199 per month, billed in advance

Important Notes

This service provides financial visibility only based solely on what is in your QBO files, and does not include CFO review, interpretation, or coaching.
If you want help deciding what to do with the numbers, our fractional CFO services and Mainstreet MEP™ Bootcamp are designed for that. Call for a free consultation.
An active QuickBooks Online subscription is required so our integration can securely pull your data. (This QBO link is an affiliate link - you are not required to purchase QBO via our link)

Hi there! Thank you for considering our services.

Give us a ring at (918) 398-4284 if you have any questions.