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Margin, labor and material against the goals in our chart of accounts (QuickBooks), plus revenue, sales, bookings and install backlog by trade and department (ServiceTitan).

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Profit & loss vs goal (QuickBooks)
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Materials and field labor, last 12 closed months
Materials % of revenue (goal 8.72%)Field labor % of revenue (goal 11.86%)Dashed = goal
Operations (ServiceTitan)

Revenue = completed job totals in the period. Avg ticket = revenue ÷ completed jobs with revenue. Sold = estimates sold in the period, counted in the department of the estimate (turned-over work sells under the Sales department). Booked = jobs created.

Install backlog — open install jobs (sold, not yet completed)