Four numbers at the top, and then the part that matters: seven checks that go looking for the things quietly costing you money, each one a click away from the record it found.
Overdue receivables with the oldest days on the clock; one customer holding too much of your outstanding; discounts past a quarter off; quotes open a month with no decision; deals gone cold; critical repair orders still open; timesheets that do not add up.
The monthly chart begins at your own go-live month rather than padding the year with zeros, so a dealer three months in sees three months, not nine months of nothing.
Grouped from what was actually invoiced — plans roll together, parts group by catalogue category, labour by service name. Nobody maintains the categories.
Because every office bills through the parent, the invoices are already here carrying which office sold them. An office that has billed nothing is named as such rather than dropped from the list.
Appointments set, sat, no-showed, closed, close rate, revenue and average deal — read from the same fields that decide who gets paid, so the leaderboard and the payroll cannot disagree.
When record visibility is on, the numbers are scoped to what that person owns — and the anomaly panel hides itself entirely, because company-wide risk is not a rep's business.
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