Waters Edge Roofing

Company Command Center

A live view of sales, production, and company performance.

VISUAL PREVIEWAll figures shown are sample data

Open Pipeline

62 Jobs

+8 this month

Proposal Value

$1.24M

18 proposals pending

Production Flow

14 Active

6 crews in the field

Closed Revenue

$842K

+18.4% vs last year

Live Company Workflow

LIVE

Every active job, from first contact to warranty.

$1.86M active contract value

Priority Jobs / Needs Attention

Items requiring action from your team.

4
JM

John & Maria Davis

1847 Harbor View Dr, Annapolis

Milestone

Proposal Sent

Salesperson

Taylor Reed

3 days in stage
RB

Robert Bennett

522 Shoreline Ave, Edgewater

Milestone

Contract Signed

Salesperson

Chris Morgan

Deposit missing
SP

Sarah Patel

91 Severn Way, Severna Park

Milestone

Final Invoice

Salesperson

Taylor Reed

Final invoice pending
AH

Alex Harper

308 Bay Ridge Rd, Annapolis

Milestone

Production Prep

Salesperson

Jordan Lee

Task overdue

Company Pulse

Current operational health.

Active Customers

+12 this month

148

Active Jobs

Across all stages

62

In Production

6 crews deployed

4

Avg. Open Job

Up 6.2%

$24,680

Outstanding Balance

14 open invoices

$186,420

Performance Snapshot

Booked revenue and team performance · sample data

View Reports

Booked revenue

$1.18M

↑ 16.8% YoY
JanFebMarAprMayJunJulAugSepOctNovDec

Sales Leaderboard

BOOKED
1
TR
Taylor Reed$364K
2
CM
Chris Morgan$298K
3
JL
Jordan Lee$251K
4
ME
Morgan Ellis$183K