MEP Focused Weekly Dashboards

Know where your business stands — every week.

Our Weekly Flash Report delivers a clear, two-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 metrics such as:

• Month-to-date sales, cost of goods sold (COGS), direct labor, and gross and net profit
• Year-to-date sales and net income, plus days remaining to bill
• Sales per truck and sales per technician compared to goals
• Month-to-date sales, invoices, and remaining work to bill against goal
• Cash on hand (pulled directly from QuickBooks Online)
• Credit card and line-of-credit balances (from QuickBooks Online)
• Accounts Payable: top past-due vendors and invoices
• Accounts Receivable aging summary (current through over 90 days)
• Largest customer balances as a percentage of total AR
• Top past-due customers
• 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 is an affiliate link and not required to be used.)