Framework OPS — Sample Demo
Operations KPI Dashboard
Northside Roofing Co. · Trailing 12 months · $5.2M revenue · 22 employees · Residential + storm
The operating picture an owner almost never sees in one place: six leading indicators, the revenue-to-margin trend, AR aging, and where deals leak in the lead-to-cash funnel. This is the headline page of an operations assessment.
TTM Revenue
$5.18M
▲ 12% YoY
Industry growth 15–30% · pace below healthy growth
Gross Margin
39.4%
▼ 2.8 pts YoY
Bench 38–52% · trending toward red flag (35%)
Close Rate (Blended)
41.2%
▼ 3.4 pts vs. prior 90d
Retail bench 35–55% · acceptable, declining
AR > 60 days
11.8%
▲ 4.1 pts QoQ
Bench <5% · collections issue
Callback Rate
2.6%
▲ 0.8 pts QoQ
Bench <2% · install quality drift
Crew Utilization
71%
▼ 6 pts QoQ
Bench 75–85% · scheduling/pipeline gap
Monthly Revenue & Gross Margin
Bars: revenue ($K). Line: GM% per month. Benchmark band 38–52%.
AR Aging
% of receivables by bucket. Healthy: >90% in 0–30.
Lead-to-Cash Funnel
Last 90 days. Conversion shows where deals leak.
Leads100%412—
Estimates Set72%29872%
Estimates Run61%25184%
Sold25%10441%
Completed22%8986%
Collected19%7888%
Close Rate by Lead Source
Where volume comes from vs. where it closes.
Job Cycle Time
Signed contract → completion. Bench: 2–21 days retail.
Top 10 Jobs by GM% (Last 90 days)
Red flag: GM% < 35%. Yellow: 35–38%. Green: 38%+.
| Job | Crew | Type | Revenue | GM% | Status |
|---|---|---|---|---|---|
| J-2418 | Crew B | Storm | $22,400 | 48.2% | On bench |
| J-2422 | Crew A | Retail | $14,800 | 44.6% | On bench |
| J-2431 | Sub-1 | Storm | $38,200 | 42.1% | On bench |
| J-2435 | Crew A | Retail | $11,600 | 41.8% | On bench |
| J-2441 | Crew B | Retail | $9,800 | 39.4% | On bench |
| J-2446 | Sub-2 | Storm | $28,400 | 37.2% | Tight |
| J-2452 | Crew A | Retail | $12,200 | 36.8% | Tight |
| J-2458 | Sub-1 | Storm | $18,900 | 34.4% | Red flag |
| J-2462 | Crew B | Retail | $8,600 | 32.1% | Red flag |
| J-2468 | Sub-2 | Storm | $16,400 | 28.6% | Red flag |
Marketing Spend → Revenue
% of revenue spent on marketing by month. Bench: 5–12%.