Scorecard

Eight metrics. Eight thresholds. Green / amber / red against quarterly targets.

Demo data· Accounting + ops integrations

Pipeline coverage

$47.2M+12.4

target: $45.0M

Win rate (TTM)

34%+2.1pp

target: 30%

Gross margin

28.7%-1.3

target: 30.0%

Active installs

23+4

target: 20

Open opportunities

152+18

target: 120

Renewal radar (Y6)

9+2

target: 10

On-time SC %

82%-2pp

target: 85%

AR > 60 days

$340K+12

target: <$200K

01Open Risks

5 active

Margin compression

2 jobs flagged <15% — material costs trending up Q2

amber

Cash collection

$340k aging across 3 closeouts — call list active

red

On-time delivery

Garland ISD crew double-booked — schedule rework needed

amber

Renewal capture

9 of 14 Y6 fields engaged — 5 at risk to competitor

amber

Permit cycle (TX)

AHJ review times trending +20% vs Q1

amber