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Executive

Company overview — Pro Finish Painting

Q1 Revenue Target at Risk
Revenue is $148,200 vs $175,000 target — 15% gap with 0 days left in quarter.
urgent
📋
Crew Utilization Below Target
Current utilization at 74% — target is 85%. Two crews idle pending material delivery.
high
Morning BriefingMarch 31, 2026
Today is the last day of Q1. Revenue is tracking at 85% of target with two invoices ($21K) pending payment. Production has 4 active jobs with the Rivera Development project entering final phase. One overdue bill from Martinez Drywall needs attention. Payroll ran on schedule Friday.
Rivera Development exterior repaint entering final coat — 3 days ahead of schedule
Oakwood Office Park suite refresh progressing well, 42% complete
Two overdue invoices total $8,400 — Greenfield HOA and Bayshore Medical
Martinez Drywall bill overdue by 11 days ($2,800) — needs payment
New lead from Maple Ridge Apartments — estimate request for 24-unit complex
Q1 safety record: 0 incidents, 0 OSHA recordable
Today's Tasks2/7 done · 2 high priority
Approve Martinez Drywall payment ($2,800)high
Review Q1 P&L and approve board summaryhigh
Sign change order CO-042 — Rivera parking garage stripingmedium
Call Maple Ridge Apartments re: 24-unit estimatemedium
Review updated Sherwin-Williams pricing agreementlow
Approve weekly payroll run PR-2026-013high
Sign Thompson Estate final completion certificatemedium
Company GoalsQ1 2026
Q1 Revenue
$148,200/ $175,000
Gross Margin
57.9%/ 55%
Active Jobs
4/ 6
Customer Satisfaction
4.7/ 4.5
Crew Utilization
74%/ 85%
Safety Incidents
0/ 0
Financial SnapshotView details →
Revenue
$148,200
Q1 2026
Expenses
$101,000
Q1 2026
Receivables
$34,800
Payables
$12,400
Expected Inflows (30d)
$34,800
Expected Outflows (30d)
$12,400
Net Cash Flow
$22,400
Receivables Aging
60%
16%
15%
9%
Current: $21,0001–30 Days: $5,40031–60 Days: $5,20061–90+ Days: $3,200
Annual Budget
$240,000
Spent YTD
$101,000
Utilized
42%
of annual budget
Sales Pipeline18 total →
3
2
2
3
1
3
4
Cold Lead (3)Estimate Scheduled (2)Estimating (2)Proposal Sent (3)Negotiation (1)Won (3)Active (4)
Active Jobs
4
2 exterior, 1 interior, 1 mixed
QC Pass Rate
96%
48 checks · 2 defects
Crew Utilization
74%
9/12 assigned
Safety Incidents
0
0 OSHA recordable
Change Orders
4
$9,200
Labor Hours
2,840
Q1 total
Rework Cost
$1,200
2 defects
Avg Rating
4.7 ★
89 reviews
Response Rate
92%
2 pending
Total Leads
24
$86,000
Ad CPC
$1.74
1840 clicks · 12 conversions
HR & WorkforceView details →
Active Employees
12
1 on leave
Turnover Rate
8.3%
1 separations
Open Applicants
6
2 screening, 3 interview, 1 offer
Operations & ComplianceView details →
Permits
8
5 approved, 2 pending, 1 expired
Open Complaints
2
14/16 resolved
Warranty Claims
1
4 total tracked
Licenses/Certs/Bonds
18
2 expiring soon
Fleet Vehicles
6
1 maintenance due
Overdue Inspections
0
Intake QueueView all →
Today's Intake
3
Sales Inquiries
1
Pending Requests
2
Recent Decisions4 logged
Approved Sherwin-Williams as exclusive paint supplier
3/28/2026
Negotiated 15% volume discount and 30-day net terms. Annual savings estimated at $4,200.
FinanceProduction
Hired part-time admin assistant (start Apr 7)
3/25/2026
Office admin backlog growing — need help with invoicing, scheduling, and permit tracking.
HRAdmin
Expanded service area to include Bayshore district
3/20/2026
Bayshore Medical Plaza referral opened opportunity. 3 new leads already in pipeline.
SalesMarketing
Upgraded fleet van #3 to new F-150
3/15/2026
Old van had $4K in deferred maintenance. New vehicle lease saves $200/mo in fuel + repairs.
AdminProduction
Alerts & Action Items4 items
2 overdue invoices totaling $8,400Greenfield HOA + Bayshore Medical
Martinez Drywall bill overdue by 11 days$2,800
2 compliance items expiring within 60 daysLicense + bond renewal
New estimate request from Maple Ridge Apartments24-unit complex
Executive Chat
Morning update?
8:30 AM
Good morning. Here's your daily briefing:

Revenue: $24,800 collected this week ($18,400 Birch Hill final + $6,400 Davis deposit)
Pipeline: $142K active across 6 deals
Crew: All 3 teams deployed, no absences
Alerts: 1 critical complaint (Davis exterior peeling), 2 pending approvals

The Davis complaint should be your top priority today — it's a warranty issue on a job completed just 2 weeks ago.
8:30 AM