TekDash operations
Business performance
Loading current period
Primary trend
Cash gross profit
Cash economics
Profit bridge
Commercial health
Lead funnel
Delivery network
Contractor comparison
| Contractor | Revenue | Gross profit | Close | Refunds |
|---|
Change log
Recent annotations
Annual business plan
Are we on track?
What to do next
This week's priorities
Review every week
Milestones that trigger action
| Checkpoint | Actual | Goal | Next step |
|---|
Pricing controls, expenses and calculation details
The annual goal is a steady-state planning target. The revenue pace annualizes actual receipts; it is not a guaranteed year-end forecast. The minimum margin funds operating expenses, payment fees, retained business profit and pre-tax founder payouts.
Saving a plan updates these checkpoints. Publishing separately changes the official pricing target.
| Version | Effective | Pricing margin | Published | Published by |
|---|
Selected period
Net cash profit trend
Timing reconciliation
Cash versus completed jobs
Job economics
Payment and payout drill-down
| Recognized | Job | Customer | Contractor | Payments | Revenue | Stripe fees | Payout | Gross profit | Margin |
|---|
Xero reconciliation
Cash cost treatment
Weekly detail
Cash profit history
| Week | Net revenue | Stripe fees | Contractors | Gross profit | Gross margin | Xero OpEx | Other income | Financing | Net cash profit | Profit margin |
|---|
Project mix
Commercial vs residential
How to read this comparison
Groups use the current final project type on each deal, not an email-domain guess. These controls affect only this comparison, not the other funnel charts. “Selected completed weeks” groups deals by creation date; use “All deals to date” to include current-week deals.
Paid revenue includes only successful Stripe payments explicitly linked to these deals, net of refunds, across their payment history—not just payments collected in the selected period. Missing links mean unavailable attribution, not zero revenue. Win rate uses won ÷ (won + lost) within the deal cohort.
Historical records were not automatically classified. Kristy’s changes appear after the next successful reporting sync.
Customer journey
Stage activity
Weekly trend
Qualified leads by week
Market expansion
Lead and deal demand by location
State demand
Where inquiries originate
| State | Leads | Deals created | Unanswered | Not converted | Cohort conversion |
|---|
Metro and city demand
Technician coverage opportunities
| Market | Leads | Deals created | Unanswered | Not converted | Cohort conversion |
|---|
Review-only automation
New service requests
Checking intake sources…
| Submitted | Source | Customer | HubSpot task | Suggested tech | Customer request | Suggested service | History | Missing details | Next action | Status |
|---|
Customer value
Customer performance
| Customer | Net revenue | Jobs | Average job | Repeat | Contractors |
|---|
Technician operations
Tech network
Open this view to load technician evidence.
Rolling 13-week evidence. W/L/open uses one deal-created cohort; accepted means a recorded technician response, not installation scheduled. Provisional scores never mean perfect quality.
| Tech / coverage | Status / preference | Score / evidence | Tech quote speed | Accepted / offered | Won / lost / open | Quality / holds | Attention |
|---|
Customer feedback coverage
Legacy contact-only feedback is preserved but not assigned to a technician by guesswork. New secure survey links record job and tech identity; sending remains manual.
Complaint checker and data health
Classifier covers deal-associated tickets, inbox conversations and call notes. Ambiguous attribution is not a confirmed tech complaint.
Policy controls are restricted to Shawn and Sam.
Routing policy controls — Shawn and Sam
Ranking is locked to shadow mode. Paused status is enforced for new routing; preferences never bypass operational status, coverage, skills or quality review. Changing a preference does not reassign an accepted job.
Policy change history
Service network
Operational coverage
Delivery performance
Contractor scorecard
| Contractor | Assigned | Accepted | Quoted | Won | Close | Revenue | Transfers | Gross profit | Margin | Refunds | Issues | Issues / 10 wins | Severity / 10 wins | Major / critical |
|---|
Revenue SEO report
Measure-stage scorecard
Customer journey
Lead-to-revenue funnel
Organic visibility
Search acquisition trend
Search intent
Tier A, B, and C performance
Revenue pathways
Top opportunities by tier
| Tier | Query | Ranking page | Clicks | Impressions | CTR | Position | WoW impressions | Recommended action |
|---|
Instrumentation
Measure-stage coverage
| Metric | Status | Current source | Required next step |
|---|
SEO operations
Phoenix search monitor
Measurement integrity
Source health
Definitions
KPI ownership
Exceptions