▱ Business overviewSearch…＋ NewREPORTING / BUSINESS OVERVIEW
CAD · 2026The business heartbeat
All teams
Revenue and expenses
Revenue Expenses150k100k50k0
Recognized revenue and operating expenses. Neither is a cash balance.
Reporting / Explore the work
Reporting
Keep a finger on the business.
Explore revenue, expenses and delivery trends, then follow a number to its source.
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A useful number
should lead somewhere.
See the pattern. Narrow the period. Open the records behind a chart. A shared dashboard becomes a starting point for the next question, rather than the end of the report.
BUSINESS HEARTBEAT
The bigger picture.
Revenue · CAD$607,000
Expenses · CAD$422,000
Mean completion time16.5 days
Revenue and expensesCAD · monthly
RevenueExpenses
125k75k25k
Jan
Feb
Mar
Apr
May
Jun
Delivery, over timeMean days · monthly
14 days June mean · 3 completed projects
All six months
Ask a more specific question. Filter by a relevant date or category without maintaining another copy of the dashboard.
Check what sits underneath. Where the query and permissions allow, move from a chart to the records that explain it.
CLARITY BEFORE CONCLUSIONS
Good decisions start
with shared definitions.
Agree what each measure means, where it comes from and which period it covers. Keep revenue, expenses and cash distinct. Make a number easier to question, not harder.
MEASURE NOTESBusiness heartbeat / June
01CAD 124,000
Revenue
Revenue recorded for the selected period.
02CAD 82,000
Expenses
Expense records assigned to the same period.
0314 days
Completion time
12, 14 and 16 days across three completed projects.
Revenue less expenses is CAD 42,000 in this view. It is not a cash balance or a complete net-profit calculation.
BUILT AROUND THE NEXT DECISION
Less report chasing.
More useful conversations.
We help turn a reporting need into a usable view: agree the question, work through the available data and help the team understand what they are looking at.
Define the measure.
Choose the decision, period and calculation. Surface missing data and assumptions before building the view.
Connect and check.
Assess agreed data sources and access. Build useful queries, reconcile sample totals and organise the reports.
Use it together.
Show the team how to filter, inspect and interpret. Review the view as questions and business needs change.
Explore a prepared work example
REPORTING
Good questions.
Clearer answers.
Turn the work in your tables into a picture
you can understand, question and act on.
▱ Customer work⌕ Search…＋ New
Reporting - customer work
Customer work / Scope overview
Customer: Alder Works ×
Customer work detail
| Customer | Reference | Work | Stage | Draft invoice · CAD | Next action |
|---|---|---|---|---|---|
| Alder Works | AW-014 | AW-014 Operations improvement pilot | Draft invoice | 12,000 | Review scope |
| Alder Works | AW-015 | Follow-on inspection | Qualified | 0 | Schedule discovery |
Scope by stage
20,00015,00010,0005,0000
Draft invoice
Qualified
Stage · Quoted scope in CAD
AW-014: CAD 12,000 quoted scope · CAD 12,000 draft invoice, unposted.
THE DEFINITION MATTERS
One view.
Three different meanings.
A useful report keeps the distinction visible.
Proposed or agreed work.
AW-014 + AW-015.
No revenue posted.
No payments received.
AW-014 has a CAD12,000 draft invoice. That draft is part of the work context, not an additional CAD12,000 of scope.
FOLLOW THE NUMBER
There’s work behind every bar.
Filter the picture. Open a record. Keep the context.
Scope by projectCAD · quoted scope
Quoted scopeCAD 32,000
Customer work2 records
| Project | Stage | Scope · CAD |
|---|---|---|
| Operations improvement pilot | Draft | 12,000 |
| Follow-on inspection | Discovery | 20,000 |
| Total quoted scope | 32,000 | |
Both source records stay visible so the filtered view has context.
Filters keep the selected project in focus while its source stays in view.
THE REQUEST. THE WORK. THE RESULT.
A useful answer has a source.
June overview
Jan–Jun · CADRevenue · CAD—
Expenses · CAD—
Completion average— days
Jan
Feb
Mar
Apr
May
Jun
JUNE REVENUE SOURCE · CADCompletion: 12, 14 and 16 days; mean 14 days.
Alder Works42,000
Northstar Fieldworks36,000
Copperline Studio28,000
Juniper Services18,000
START WITH THE WORK
Let’s make the next
step clearer.
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Scope, fees and responsibilities agreed before work begins.