System · the manager's view
Reports
Invoiced (6 mo)
$523k
Won pipeline value
$85k
Quote win rate
78%
Outstanding AR (inc GST)
$38k
Margin by trailer type
Weighted across the whole book — where the money is made
Revenue trend
Invoiced per month + July work in build
Accounts receivable
| Invoice | Customer | Due | Status | Inc GST |
|---|---|---|---|---|
| INV-26074 | Temora Ag Contracting | 30 June 2026(20d over) | Overdue | $10,395 |
| INV-26081 | Hilltops Council | 13 July 2026(7d over) | Overdue | $15,620 |
| INV-26088 | Cowra Freight Lines | 27 July 2026 | Sent | $11,660 |
Why we lost work
2 quotes lost · $14,100
-
8×5 Tandem Tipper — 3.5T
Yass Valley Tree Services · $9,450
Price — chose a cheaper import
-
The Ultimate 7×4
D & S Mitchell · $4,650
Lead time — needed it in a week
Which channels win work
Leads by source and how many convert — where to spend the marketing dollar
| Source | Leads | Won | Conversion |
|---|---|---|---|
| FB Market | 4 | 1 | 25% |
| Website | 4 | 1 | 25% |
| FB / IG Ads | 3 | 1 | 33% |
| MailChimp | 3 | 1 | 33% |
| Referral | 1 | 0 | 0% |
| Phone | 1 | 0 | 0% |