Complete Home SolutionsOperations
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Dashboard

What needs attention today — live summaries from each module

Management Overview

Company-wide order, revenue and receivable position

Management / Owner
Open Orders
38
6 entered this week
Ready for Billing
11
costs locked
Open AR Balance
$318,420
$41,110 over 60 days
Open AP Balance
$96,845
4 vendors
MTD Revenue
$412,890
vs $381,204 LM
MTD Gross Profit
$142,318
34.5% margin

Orders Needing Attention

Order NumberCustomerIssueAge
SO-10428Fischer HomesMissing Pricing6 days
SO-10431Drees Custom HomesReady to Schedule3 days
SO-10409M. Delgado (Retail)Ready to Bill9 days
SO-10440Arbor Ridge BuildersMissing Pricing2 days
SO-10397Cedar Point DevelopmentReady to Bill14 days
Open Orders list

Scheduling Overview

Install readiness and crew coverage for the current week

Scheduling / Dispatch
Jobs Ready to Schedule
23
9 past need-by
Jobs Scheduled This Week
17
Mon–Sat
Unassigned Jobs
3
no crew assigned
Missing Piece Pay
6
work finished, pay not posted

Ready-to-Schedule Queue

Job NumberOrder NumberCustomer / JobsiteProduct LineNeed-By Date
JOB-8841SO-10431Drees — Lot 42 HighgroveMarble08/04/2026
JOB-8846SO-10433Fischer — Lot 7 WexfordShower Door08/05/2026
JOB-8850SO-10437Arbor Ridge — Lot 19Fireplace08/06/2026
JOB-8853SO-10439R. Boyle ResidenceMirror08/07/2026
JOB-8858SO-10442Cedar Point — Lot 3Gutter08/10/2026
Open Scheduling Board

Billing Overview

Invoice pipeline and aged receivables

Billing / Accounting
Ready for Billing
11
$164,290 total
Open AR Balance
$318,420
avg 38 days
Invoices Sent This Week
26
$204,860
Overdue Invoices (60+)
7
$41,110
Billed This Week
$118,940
14 invoices

Ready-for-Billing Queue

Order NumberCustomerJob(s) Complete DateAmount to Invoice
SO-10409M. Delgado (Retail)07/24/2026$8,420.00
SO-10397Cedar Point Development07/19/2026$32,180.00
SO-10414Fischer Homes07/27/2026$21,745.50
SO-10420Drees Custom Homes07/29/2026$14,090.00
Open Invoicing

Purchasing Overview

Replenishment suggestions and inbound special orders

Purchasing
Suggested POs Pending Review
14
overnight run 02:15
Open Purchase Orders
9
2 past promise date
Special-Order Items In Transit
21
6 arriving this week
Received, Not Invoiced
7
awaiting vendor invoice

Purchase Suggestions

Item / DescriptionVendorQty On HandQty Suggested
Carrara 3cm slab — polishedStoneworks Supply412
Frameless hinge kit 3/8"GlassPro Distributors1860
Direct-vent firebox 36inHearth & Home Wholesale16
K-style gutter coil — whiteMetal Coil Co.925
Open Replenishment

Inventory Overview

Stock exposure and open material reconciliations

Warehouse / Inventory
Low Stock Items
16
below reorder point
Pending Material Reconciliations
8
planned vs. actual
Truck-Loaded / Not Reconciled
5
oldest 4 days
Parts Master

Reconciliation Needed

Job NumberInstaller / CrewMaterial(s)Date Loaded
JOB-8802Crew B — OrtizCarrara slab, edge kit07/27/2026
JOB-8811Crew A — WhitfieldShower glass 2 panels07/28/2026
JOB-8819Crew D — NakamuraFirebox, flue sections07/29/2026
JOB-8824Crew C — ReyesGutter coil, hangers07/30/2026
Open Material Reconciliation

The Dashboard stores no data of its own — every card and row is a read-only view into its source module. Widget sets stack by assigned role in fixed order (Management → Scheduling → Billing → Purchasing → Inventory).