Lowcountry Exteriors

live operational oversight · one brain, two systems ← Quick view● LIVE
Your CRM knows the customer. QuickBooks knows the money. Tawny knows why you made it.
Volume for vanity. Profit for sanity.
Economic efficiency score
0
▲ +0 pts vs last month
Tell me what I need to know
Most profitable lane
Windows
$4,487 GPPCD
Cash flow alert
14 dry weeks
Starts Aug 28
Biggest margin leak
Siding
$1,077 GPPCD
Economic winner
Referrals
Highest profit source
Sold this month (CRM)
$435,500
Collected (QuickBooks)
$0
Still in AR
$0
CASH PINCH IN 7 DAYS · Aug 28 – Nov 27
14 dry weeks · $426,790 overhead burns with no scheduled collections · $0 locked in production ()
Gross profit / crew day
$0
target $3,500 · 0 crew-days delivered
Revenue / lead / rep
Joe Amaral10 leads$13,840/lead
Dana Pruitt17 leads$8,300/lead
Marcus Webb12 leads$7,125/lead
Tina Vance20 leads$3,525/lead
Days in production (the drag)
none over 30 days
service calls: 4 · 5 crew-days · 0% rate
Why this job makes money (or doesn't) · Patricia Howell $44,000 sunroom
Kit alone: $3,138/crew-day (THIN) → stacked: $1,627/crew-day (LOSES) · GPPCD destroyed: $1,511
Base Sunroom Kit$3,138/day$3,138 cum
Concrete$645/day$2,390 cum
Electrical$1,056/day$2,168 cum
HVAC$862/day$1,981 cum
Beadboard Ceiling$1,027/day$1,889 cum
Structural Work$880/day$1,749 cum
Site Challenges$528/day$1,627 cum
Pay plans dictate behavior. If commission is flat across these layers, reps earn the same selling ~$528/crew-day work as ~$3,138/crew-day work — the company carries the risk. Align pay or price to economic contribution.
Economic contribution by job type · which work builds the business — and the lever to fix it
Windows8 jobs · $146,900
$4,487/crew-day · ECS 94
already clears target - protect this lane
Doors / gutters4 jobs · $24,500
$3,377/crew-day · ECS 92
already 1.0-crew-day work at $3,377/day, just under $3,500 - speed's maxed; hold margin and mind the mix
Sunrooms / screen rooms7 jobs · $230,100
$2,465/crew-day · ECS 65
finish in 3.9 crew-days (1.4x faster) to hit $3,500; cut to 2.8 (2x faster) -> $4,932/day, PRINTS
Siding1 job · $34,000
$1,077/crew-day · ECS 30
below your $2,000 overhead floor; would need 3.2x faster to clear target - not realistic for this trade. It's a dog: dedicated low-overhead crew, or don't sell it
Cash-flow forecast · install cycle + draw schedule → when the money lands
Aug 28
Sep 04
Sep 11
Sep 18
Sep 25
Oct 02
Oct 09
Oct 16
Oct 23
Oct 30
Nov 06
Nov 13
Nov 20
Nov 27
Pre-production guardrail · sold is not buildable until verified
3 sold jobs ($69,600) not remeasured — do NOT order materials yet
Walter Reinhardt · sunroom 14x20footing depth + glass/grid spec unconfirmed$41,200
Janet Holcomb · full window packageno remeasure on 12 openings$18,600
Curtis Pham · patio door + transomheader size not verified$9,800
Aging finals · the never-ending job
Theresa Caldwell · 4-season sunroom34d$12,600
Roy Hutchins · full window package21d$8,550
Glen Mayberry · gutter run12d$4,200
$25,350 in finals sitting on completed work · crew already moved on
Lead-source concentration
44%41%14%
Pixel$193,200 · 44%
Referral$180,300 · 41%
Cold Email$62,000 · 14%
Top source Pixel = 44% of booked revenue. Watch concentration — an SFI/big-box program at this share can embargo you.
CRM · Black Book
20 sold · 3 need callback · 0 matched to books
Patricia Howellpixel
SOLD$44,000
Donald Piercereferral
SOLD$31,000
John Meltonpixel
SOLD$28,500
Rebecca Lunsfordcold email
SOLD$22,500
Sarah Whitfieldreferral
SOLD$16,200
Linda Boyercold email
SOLD$7,400
Marcus Delgadopixel
SOLD$5,800
Greg Tanakareferral
SOLD$4,200
+ 15 more jobsvolume fill
$275,900
Books · QuickBooks
0 paid · 0 open · $0 still in AR
Name the dog Gerald Maddox · Siding · $34,000 · $1,077/crew-day ($923 under $2,000 floor)
Tawny sees
Actions
Chase aging finalsHold Walter Reinhardt orderShift leads from Tina Vance to Joe AmaralReduce siding mix