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Atlas Operations Dashboard

Alleviate Plaster & Paint

Snapshot taken3 May 2026, 10:09 am
PeriodMay 2026 (1–3)
Phase1 · Iterating with real data
FY Invoiced
FY 2025-26 to date
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

Work mix — Private vs Insurance

Revenue and invoice count by customer segment. Margin requires full cost attribution — shown per trade below.

Trade breakdown

Actual Xero P&L costs per trade · Paint vs Plaster ·

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
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 Fergus note.

Fergus ↔ Xero reconciliation

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Reconciliation data loading…

EOW flagged jobs

Jobs flagged with End of Works dates via @Atlas Mason Fergus note.

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
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.

Action Required

Outstanding time entries — persists until the entry is added in Fergus. Clears within 24 hours. Turns red at 3+ days.

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Labour Hours

Classified time entries by worker trade · internal team vs subcontractors

Internal Team
hrs
Subcontractors
hrs
Rectification
hrs included in total

Work Mix

Hours by trade — plastering vs painting vs rectification, split team vs subbies. Rectification is shown separately to avoid double-counting but is still included in total field hours.

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Quote Follow-ups

Quotes flagged for follow-up via @Atlas Mason follow up in N days. Data refreshes at 6 am daily.

Due today
chase today
Overdue
past due, still live
Stalled
stuck in limbo
Open quoted value
across open follow-ups

Due today

Follow up on these quotes today.

No follow-ups due today.

Overdue

Past their follow-up date and still live — chase these next.

✓ Nothing overdue.

Stalled

Stuck in limbo — 3rd+ chase, or well past due with no movement on the Fergus job.

✓ No stalled follow-ups.

Upcoming

Not due yet — kept quiet. Expand to look ahead.

No upcoming follow-ups.

Open or reset a follow-up from a Fergus note

@Atlas Mason follow up @Atlas Mason follow up tomorrow @Atlas Mason follow up Friday @Atlas Mason follow up in 3 days @Atlas Mason follow up on 29 May

A job leaves this board automatically when its Fergus status moves to rejected, archived, closed, or completed.