CFO dashboard

The CFO module gives owners and managers an executive view of the business through four tabs.

Dashboard

A draggable widget board with live KPI cards: total revenue, gross profit, pipeline value, and a business health score. Additional widgets show expense breakdown, revenue goals, cash-flow trends, recent activity, and live commodity prices.

Ledger

A paginated transaction log showing every financial event. Filter by status, date range, or search term and sort by any column.

Reports

Generate formatted profit-and-loss reports for any quarter, full year, or custom date range.

Predictions

Forecasting based on your historical data, surfaced as plain-language summaries and charts to help you plan ahead.

Commission

Commission is calculated on the products sold — panels and trim — excluding tax and delivery. Quotes flow into job-costing automatically the moment an estimate is accepted.