Built for Danielle Cassar & Shaun Holmes · Alleviate Plaster & Paint
By quoted pipeline value on currently-open jobs.
| Customer | Jobs | Quoted | Invoiced |
|---|---|---|---|
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Monthly invoiced revenue for the financial year. FY total to date: —
Source: Xero P&L · SWH Plastering Family Trust.
Revenue and invoice count by customer segment. Margin requires full cost attribution — shown per trade below.
Actual Xero P&L costs per trade · Paint vs Plaster ·
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| Customer | Segment | Active Jobs | Open Quotes | FY Invoiced | Outstanding |
|---|---|---|---|---|---|
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Largest customers by quoted pipeline value.
Top 5 contacts scored by age and amount. 90+ days ×8 · 61–90 ×4 · 31–60 ×2 · 1–30 ×1.
Source: Xero aged receivables — loading…
Atlas cross-checks Fergus invoiced amounts against Xero income for the current period.
Progress against monthly revenue target. EOW dates drive the projected column.
Invoiced · Part-invoiced · Auto-rolled EOW · Confirmed EOW · Gap to target. Amber = Atlas pushed forward; teal = Danielle confirmed via Quick Email.
Current month · loading…
Jobs flagged with End of Works dates via Quick Email to Atlas.
EOW APP-XXXX [date] to flag a job.Jobs whose EOW date has passed without being resolved, cancelled, or paused.
Target: 1,500 hrs/month · sage ≥95% · amber 70–95% · terracotta <70%
Completed jobs where invoicing is incomplete. Atlas detects this from Fergus job status.
Checking time entry completeness for yesterday…
Jobs that had entries on some days but a gap on others — based on Fergus API data (locked ~4 days after entry).
Missed entries that haven't been resolved yet — stays until the time entry is added in Fergus. Atlas checks automatically and clears it within 24 hours of entry. Turns red at 3+ days.
Staff who submitted time entries for the checked date.