Executive Dashboard

Good morning, Marcus — here's your operation at a glance.

March 31, 2026
MTD Revenue
$136.5K
↑ 2.4% vs last month
Jobs Completed (MTD)
128
↑ 4.9% vs last month
Avg Job Value
$969
↑ vs prior period vs prior period
Active Maintenance Contracts
940
ARR: $470.4K
Open Alerts
5
Requires attention
Revenue — Last 15 Months Seasonal Pattern
Top 5 Techs — This Week View All →
Julio Herrera $811
Marcus Vega $396
Adriana Castillo $150
Derek Thompson $111
Isabel Torres $96

⚡ Intelligence Alerts

View All Alerts →
🔴
critical Callback Rate
⚠️ Technician T-19 (Brad Williams) callback rate (18.2%) is 3x company average. Estimated annual rework cost: $22,400.
Detected 2026-03-31
💚
opportunity Churn Risk
💰 187 customers match the high-churn risk profile. Estimated recoverable revenue if contacted this month: $74,800.
Detected 2026-03-31
🟡
warning Zip Margin
📍 Zip codes 33328, 33330, 33331 show 23% lower net margin due to drive time. Consider adjusted dispatch prioritization.
Detected 2026-03-31
🟡
warning Contract Renewal
📋 41 maintenance contracts renew within 30 days with no outreach logged. At-risk ARR: $17,220.
Detected 2026-03-31
🟡
warning Capacity Gap
📅 Historical peak demand modeling indicates current team is undersized for June–September by ~31%. Last year's capacity gap: $127K in deferred revenue.
Detected 2026-03-31
Contract Renewals — Next 30 Days 10 at risk
CustomerPlanRenewal DateValue/yrStatus
Eduardo Young Silver 2026-04-01 $420 No Outreach
Robert Rodriguez Gold 2026-04-02 $660 No Outreach
Patricia Thompson Silver 2026-04-02 $420 No Outreach
John Garcia Gold 2026-04-04 $660 No Outreach
Ana Harris Silver 2026-04-05 $420 No Outreach
Ashley Torres Silver 2026-04-07 $420 No Outreach
David Lopez Silver 2026-04-07 $420 No Outreach
Jorge Hernandez Gold 2026-04-07 $660 No Outreach
Recent Jobs View All →
JobTypeTechInvoiceStatus
J-04465 Maintenance Visit Derek Thompson $111 Complete
J-04464 Maintenance Visit Adriana Castillo $150 Complete
J-04463 Commercial Service Julio Herrera $811 Complete
J-04462 Maintenance Visit Isabel Torres $96 Complete
J-04461 AC Repair Marcus Vega $396 Complete
J-04460 Maintenance Visit Valentina Rojas $105 Complete
J-04459 Maintenance Visit Julio Herrera $139 Complete
J-04458 Maintenance Visit Miguel Santos $97 Complete
J-04457 AC Repair Tanya Johnson $522 Complete
J-04456 Maintenance Visit Sofia Mendez $96 Complete