Live · Refreshed daily by Atlas

Atlas Operations Dashboard

Built for Danielle Cassar & Shaun Holmes · Alleviate Plaster & Paint

Snapshot taken3 May 2026, 10:09 am
PeriodMay 2026 (1–3)
Phase1 · Iterating with real data
FY Invoiced
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FY 2025-26 to date
Active Jobs
—
in progress
Pipeline
—
quotes sent + active

Segment split — by job count

Pipeline by stage

Top customers

By quoted pipeline value on currently-open jobs.

Customer Jobs Quoted Invoiced
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FY 2025-26 invoiced

Monthly invoiced revenue for the financial year. FY total to date: —

Past months Current month Future
Data: Fergus · Xero · refreshed —

Profit & Loss

Source: Xero P&L · SWH Plastering Family Trust.

Total Income
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Cost of Sales
—
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Gross Profit
—
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Net Profit
—
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Income breakdown

Cost of sales breakdown

Margin per trade

Painting vs Plastering. Revenue from Xero income accounts; COS proportional to revenue share.

Comparison

ACCPAY attribution

Xero supplier bills matched to APP job numbers.

ACCPAY attribution available after next refresh. Xero supplier bills will be matched to APP jobs — bills scanned, attributed, and unattributed pool shown here.

Margin per client & per job

Requires full ACCPAY attribution above.

Coming next. Once ACCPAY attribution is complete (supplier bills matched to APP numbers), margin-per-client and margin-per-job auto-populate from the same data pipeline.

Customers

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Customer Segment Active Jobs Open Quotes FY Invoiced Outstanding
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Customer concentration

Largest customers by quoted pipeline value.

Chase priorities

Top 5 contacts scored by age and amount. 90+ days ×8 · 61–90 ×4 · 31–60 ×2 · 1–30 ×1.

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Aged receivables

Source: Xero aged receivables — loading…

Fergus ↔ Xero reconciliation

Atlas cross-checks Fergus invoiced amounts against Xero income for the current period.

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This month

Progress against monthly revenue target. EOW dates drive the projected column.

Target
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monthly revenue target
Projected
—
invoiced + EOW flagged
Gap to target
—
days remaining
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Revenue forecast — current + 6 months

Invoiced · Part-invoiced · Auto-rolled EOW · Confirmed EOW · Gap to target. Amber = Atlas pushed forward; teal = Danielle confirmed via Quick Email.

Fergus ↔ Xero reconciliation

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EOW flagged jobs

Jobs flagged with End of Works dates via Quick Email to Atlas.

No EOW dates flagged for this month yet. Email Atlas: EOW APP-XXXX [date] to flag a job.

Slipped EOW dates

Jobs whose EOW date has passed without being resolved, cancelled, or paused.

✓ No EOW dates have slipped — clean.

Hours on site

Target: 1,500 hrs/month · sage ≥95% · amber 70–95% · terracotta <70%

Hours to date
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Full month pace
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Status
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vs 1,500 hr target
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Ready to invoice

Completed jobs where invoicing is incomplete. Atlas detects this from Fergus job status.

All Completed jobs invoiced cleanly. Nothing waiting.