Skip to content
Book
Sample tools · sample data

Watch a margin leak turn into a cash problem, before it happens to you.

Five interactive tools, built on sample data for a fictional $5.2M roofing company. Walk the cause and effect yourself: job costing → gross margin → the 13-week cash picture.

Open the sample tools → Download the templates

Sample data. Northside Roofing Co. is a fictional company, not a client. These tools show the shape of the work; they are not client results.

in the sample data

What the sample tools show, read in order.

01

Weak job costing

Recent 15 jobs blend to 34.9% gross margin — the dashboard reports 39.4% and falling. Nobody is costing jobs the day they close.

02

Margin leaks, quietly

10 of 15 jobs land below the 38% floor. Subbed storm work runs 10+ points under in-house crews. It never shows up until the P&L.

03

Cash hits the wall

13-week forecast shows 4 weeks below the cash threshold. The margin leak became a cash crunch — one quarter later.

Read in sequence, the sample tools show the chain an operations assessment looks for in your own numbers: where margin leaks, and how long before it reaches cash.

five sample tools

Interactive, in the browser. Change inputs and watch the numbers move.

5 interactive · sample data
01 Assessment & systems

Operations KPI Dashboard

Six leading indicators, monthly revenue vs. gross margin, AR aging, the lead-to-cash funnel — the operating picture an owner never gets in one place.

Open the tool → interactive
02 Assessment & systems

Job Costing Tracker

Per-job revenue, full cost stack, and live GM% scoring. Watch margin leak job by job — and see where it is coming from.

Open the tool → interactive
03 Fractional COO

13-Week Cash Flow Forecaster

Roll your cash position 13 weeks forward. Change one number and watch the model recolor — that is the difference between flying blind and seeing the wall.

Open the tool → interactive
04 Fractional COO

Pipeline + Close Rate Forecaster

Weighted revenue forecast from your live deals, with aging flags and cuts by stage, rep, and lead source.

Open the tool → interactive
05 Fractional COO

Meeting OS Scorecard

A 10-KPI weekly scorecard, quarterly rocks, an IDS issues list and to-do tracker — the operating cadence that runs the business.

Open the tool → interactive

fictional sample company

Northside Roofing Co.

Trailing 12 months · $5.2M revenue · 22 employees · Residential + storm

Sample data. Northside Roofing Co. is a fictional company, not a client.

downloads

Take the templates with you.

The same suite as working files — drop your own numbers in after the call.

next step

See what an assessment can uncover in your numbers.

On a 30-minute call we look at where your job costing, margin, and cash picture break down, and whether an assessment is the right first step. The samples above show the shape of what it produces.

Book an operations call How the assessment works