Trade Business Performance

Private online dashboard for jobs, quotes, invoices, and lead sources.

Revenue this month
£18,420
+14% vs last month
Jobs completed
31
+6 jobs
Unpaid invoices
£3,240
7 outstanding
Quote win rate
68%
+5%

Monthly revenue

Jan
Feb
Mar
Apr
May
Jun

Best lead sources

Referrals42%
Google31%
Facebook19%
Checkatrade8%

Recent jobs and invoices

Customer Job type Engineer Invoice Status
Oakley Homes Boiler repair Engineer A £420
Mrs Carter Bathroom leak Engineer B £185 Pending
Northside Lettings Gas safety check Engineer A £960 Overdue
Hawthorn Café Emergency callout Engineer C £310
Action needed

Seven invoices are still outstanding. Three are more than 14 days overdue and should be chased this week.

What is working

Referral work has the strongest win rate and highest average job value this month.

Possible improvement

Facebook leads are converting below average. Review the offer, landing page, or follow-up process.

Online Dashboard Upgrade example: this could be delivered as a private browser link, a Looker Studio report, a Power BI report, or a lightweight client portal depending on the client’s needs.