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Management

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Your branch's own performance for . This account sees only — not company financials or other branches.
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Revenue
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Net Margin
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Revenue / Hour (40h+ logged)
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Jobs Completed
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Avg Turnaround (business days)
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Billable Hours Logged
Nothing posted in Xero for your branch this month yet.
Every branch's own performance for . This account sees branch-level revenue and margin, not company financials — no P&L, balance sheet, receivables or budgets.
Branch Revenue Margin Jobs Avg Turnaround Hours Rev / Hour
Nothing posted in Xero for any branch this month yet.
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Avg Draft Produced (target: 5d)
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Avg Report Approved (target: 3d)
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Avg Days to Invoice (target: 5d)
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Draft produced within target
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Report approved within target
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Invoiced within target
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Jobs completed
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Jobs invoiced
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Milestone data completeness
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Avg Days to Paid (invoice→paid)
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Invoiced jobs paid
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Outstanding (matched jobs)

Avg Draft Produced by Branch

Monthly Trend

Completed Jobs

Job # ▲ Branch ▲ Site ▲ Client ▲ Last on Site ▲ Draft Produced ▲ Report Approved ▲ Days to Draft ▲ Days to Approved ▲ Days to Invoice ▲ Total ▲ Paid ▲ Days to Pay ▲ Outstanding ▲ Data Exclude
No completed jobs in this period.
Timesheet data may be incomplete for some staff. Numbers shown reflect logged entries only.
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Total hours logged
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Avg hrs / staff / day
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Site : Reporting ratio
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Active staff

Hours by Week

Hours by Branch

Hour Breakdown

Staff Detail

No timesheet data in this period.
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All figures exclude GST — the same basis as Top Clients, Monthly Spend and the cash cycle elsewhere in the app.
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Revenue
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Gross Profit
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Operating Expenses
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Net Profit

Revenue & Net Profit by Branch

No branch-tagged data in this period.

Top Operating Expenses

Profit & Loss by Branch

Live from Xero · SQN Consulting Ltd · accrual basis, excluding GST. Branch columns reflect Xero tracking; the Total column is the organisation figure.

Aged Receivables · as at today

Total outstanding: —
Client Invoice # Job # Branch Due Date Days Overdue Amount Due
No open invoices — fully collected.

Live from Xero · every AUTHORISED (open) sales invoice, aged from its due date. Worst-overdue first. Amounts here include GST — unlike the rest of this page — because this is what's actually owed and collected.

One screen per branch — financials (Xero), report turnaround & cash cycle (Alpha Tracker + Xero) and billable time (timesheets) for the selected month, so you never have to flip between tabs. All-branch and month-based; the branch tabs are hidden here.

Revenue vs Budget & Net Profit by Branch

No data for this month yet.

Other cost-centres · P&L reconciliation

Cost-centre Revenue Net

Financials: Xero branch tracking (accrual, ex GST) · Budget: Xero Budget Manager (per-branch, this month, ex GST) · Turnaround: business days from Alpha Tracker milestones, with % hitting target · Days to Paid & Outstanding: matched Xero invoices · Hours: timesheet Sheet. Revenue/hour shown only above 40h of logged time (coverage is uneven).

Produce EOM report builds a PDF of this branch's month right now — comments included, submitted or not — and saves nothing; run it as often as you like. Submit month is a separate “I’m done” flag for the GM’s month-end pack, not a lock — Reopen month undoes it any time, and it doesn’t need the report produced first. Independent of each other, either order.

Building the report…
Alpha Tracker milestones, the timesheet sheet, the Xero branch P&L, this month’s budget and its invoices. Cached for 30 minutes once it lands, and shared with everyone else looking at the same month.

Trend

Sales & P&L: Xero branch tracking (accrual, ex GST) · Budget: Xero Budget Manager for this month, matched to each P&L line by account — a line with no budget line in Xero shows blank, never zero · Overhead: the Management and Business Development cost-centres, split across branches by billable FTE · % billable: site + reporting hours over PAID hours — the branch's staff FTE register times the month's standard (weekday) hours, not over hours logged, so a week of leave doesn't quietly inflate the percentage · Turnaround: business days from Alpha Tracker milestones · Clients: distinct Xero contacts invoiced in the month for this branch, ex GST · NPS: entered by hand until it moves to MailerLite · Lapsed clients: invoiced last month, not this one, same "client" as above · Staff KPI summary: a digest of the Staff KPIs tab for this branch, with vehicle and PPE inspections read from Checkpoint · Outstanding H&S issues: open Checkpoint issues for this branch · Next month's pipeline, non-conformance report and notes: typed in each month — nothing pulls these in automatically yet.

Working out the WIP position…
Accepted quotes from both systems, open jobs, milestones and the Xero invoices raised since the oldest open job started. Cached for 30 minutes once it lands.

By Branch

BranchOpen Jobs WIPDelivered, Not Invoiced

Jobs

JobClientSite StageValue InvoicedWIP Age
Nothing outstanding.

Not Yet Valued

JobClient SiteStatusAge

How this is worked out

    Loading staff KPIs…
    Staff Timesheets Safety Checks Reports On Time Vehicle Checkpoint PPE Checkpoint NCRs entered
    No staff for this branch.

    How these are counted

      Loading leave…

      By branch, this month

      Branch Annual Sick Unpaid Total

      Leave entries

      Staff Type Dates Hours this month
      No leave booked for this month.

      How this is counted

        Loading Checkpoint…

        This month's checks

        Open issues

        Anything marked unsafe, non-compliant or needing repair. Items taken out of service are pinned at the top. Resolving the last issue on an asset clears its flag but does NOT put it back in service — that stays a human decision, made in Equipment.

        Recently resolved — what was actually done about a flag
        Loading…

        Expiring within 60 days

        Registration, WOF and servicing, from the checks themselves.

        Gaps in the register

        Kit nobody owns, and kit that has never been checked. Both should trend to zero.

        Who is behind

        So you chase a person, not a matrix.

        Submissions

        Every check filed this month — click one to see what was actually answered.

        Loading GeoSciences jobs…

        How these numbers are worked out

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          Search for a client above, choose the month at the top, then run their monthly account report.
          Building report for …
          Pulling Alpha Tracker jobs, milestones, quotes and Xero invoices — can take a little while on a cold month.
          ⚠

          Executive Summary

          Revenue · Xero, invoiced (ex GST)

          Operations · Alpha Tracker + timesheets

          Jobs · worked on and completed

          JobSite ProgressTurnaround Delivered ? Opened Hours Invoiced
          No open jobs for this client in the selected branches.

          Risk Assessments · My Schedule daily checklists

          DateStaff JobSite HazardsFlags
          No risk assessments recorded against this client's jobs in this period.

          Quote Activity · Alpha Tracker + Quote Builder

          Alpha Tracker's quote history couldn't be loaded this time — the figures below are Quote Builder only and understate this period. to retry.
          ReferenceFromSite OutcomeValueDate
          No quotes submitted in this period.

          Not automated — enter below

            Client Profile · persistent, not tied to a month

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            Budgeted revenue · trailing 12-mo avg
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            Budgeted hours · from quotes
            Risk / Issue Action / Mitigation Status
            Opportunity Action to Pursue Status

            This Month's Update · saved per client per month

            Final Report

            Audience

            Staff FTE register

            How much of a billable FTE each person is — a field surveyor is 1, a Regional Manager might be 0.3. This is what splits company overhead across the branches, so it applies to every branch, not just the one on screen.

            Left blank means not answered — that person is out of the split entirely. Enter 0 to say somebody is genuinely non-billable and should still be counted as answered.