FieldQuo

报表与洞察

仪表盘、KPI、行业对比、财务报表和支出。

21 篇文章

  1. The dashboard in detailEvery card on Home, top to bottom: what is waiting on you, the revenue figure and the four tiles, the detail underneath, the Chase payment button, and who sees which panel.
  2. The revenue goalSet a yearly target once and Home shows whether you are ahead of it or behind it today, in dollars — how the pace, the projection and the monthly figure are worked out, and who can change the goal.
  3. How You Compare: your prices against the platform FieldQuo 独有Insights opens on an anonymised pricing comparison: your average per service category against every opted-in company's average — how to opt in, exactly what goes into the average, and what the page never shows.
  4. The KPI dashboard FieldQuo 独有One screen for sales, money flow, business costs, profit, execution, quality, cash and customer — the period buttons, what each section holds, how a card reads when it has no data, and who can open it.
  5. KPIs: SalesThe four Sales cards on the KPI dashboard — win rate, average job value, lead-to-quote conversion and backlog in weeks — with the exact definition of each and the sample it needs before it prints.
  6. KPIs: Money flowIncome, Expenses and Remaining for the period with a day-by-day chart and a category breakdown — what each figure reads, how the comparison against last period is made fair, and the materials warning.
  7. KPIs: Business costsPayroll this period, Fixed costs, Marketing spend and Committed, not yet invoiced — four figures built from what FieldQuo already knows, each labelled with what it includes and deliberately never summed into one total.
  8. KPIs: ProfitGross and net margin on a typical completed job, labour cost as a share of revenue, and revenue per employee — how each is worked out from approved hours and logged expenses, and the four reasons a margin refuses to print.
  9. KPIs: ExecutionOn-time completion, labour utilisation and estimate accuracy — what each measures, what it deliberately does not, and the strip of recent jobs drawn from scheduled window to completion.
  10. KPIs: QualityThe rework / callback rate and the change-order rate — what counts, what deliberately does not, and how to record a return visit or a scope change so the cards can see it.
  11. KPIs: CashAccounts receivable by age and money received over the last six months — what the outstanding figure counts, how an invoice is aged, and why an undated invoice is never overdue.
  12. KPIs: CustomerThe Customer section of the KPI dashboard: one satisfaction score out of 5, where the answers come from, the floor before a number is shown, and who can see it.
  13. The metrics FieldQuo refuses to inventThe Not tracked section at the foot of the KPI dashboard: the two figures FieldQuo deliberately does not compute, why, where the honest version of each lives, and the rule behind every dash on the page.
  14. Weekly digestsWhat the Weekly digests link on the Insights page opens — the Monthly Digest page — what each entry contains, and the plain fact that FieldQuo produces no weekly write-up today.
  15. The monthly digest emailThe email FieldQuo sends owners and administrators on the first of each month: when it goes, who receives it, what is in it, which numbers it is written from, and what happens when the AI allowance is used up.
  16. Financial statementsThe profit and loss, cash flow, sales-tax summary and partial balance sheet FieldQuo builds from what it already records: the period and basis controls, what each line contains, why some lines say Unavailable, and who can open the page.
  17. Won and lostThe sales report: what you sent, what you won and lost and for how much, how long clients take to answer, the reasons they gave in their own words, and the rules that decide when a percentage is printed.
  18. Estimate accuracyHow your finished jobs' cost estimates compare with what they actually cost — labour hours, labour cost and materials kept apart — with the floors, the tolerance band, the segments, and the data problems the page names before it names a percentage.
  19. Expense tracking and your burn rateThe Expense Tracking screen: the month's four cards, what monthly burn rate is built from, why Runway shows a dash, the AI Summary, the breakdowns and the trend, how to add an expense and what each field changes, and who can see the company roll-up.
  20. Import expenses from a bank CSVHow to bring a bank-statement export into Expense Tracking: the file FieldQuo accepts, mapping the columns, the sign and date questions it asks, the review step where nothing is saved yet, what the imported rows become, and what stops a duplicate.
  21. Overhead and your minimum priceSettings → Overhead: the jobs-per-week capacity and target margin that turn your fixed costs into a cost per job and a minimum price, the five registers that feed it, the unabsorbed-labour panel, where the number is used, and who can see it.