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: $249
Weekly report subscription: $249 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)