Finance Period Summary
Selected reporting period.
Overview
Commercial performance across sales, finance, and acquisition.
Reporting period
Apply one period across available dashboard screens.
Owner Overview
Headline metrics from curated Supabase dashboard views.
Data Health
Latest ingestion and webhook status.
Sales
Quotient quote performance and accepted bookings.
Quote Funnel
Won means Accepted only. Pipeline means Awaiting Acceptance only.
Monthly Sales Trend
Selected reporting period; revenue and quote volume use separate axes.
Win / Loss Trend
Accepted are wins. Lost combines Declined and Expired; Withdrawn is shown separately.
Sales Person Performance
Individual performance for the selected reporting period.
| Sales person | Sent | Accepted | Conversion | Revenue | AOV | Pipeline |
|---|
Top Customers
Accepted quote revenue for the selected reporting period.
| Rank | Customer | Bookings | Revenue |
|---|
B2B / B2C Split
Selected-period split; classification rules await business confirmation.
| Year | Segment | Accepted | Revenue |
|---|
Finance
Xero-backed invoice, payment, and receivables reporting.
Monthly Finance Trend
Invoiced, paid, and amount due for the selected reporting period.
Aged Receivables
Latest Xero aged receivables snapshot; independent of the selected period.
Open Receivables
Current unpaid invoice balances; independent of the selected period.
| Customer | Due | Days | Amount |
|---|
Top Finance Customers
Xero invoice value for the selected reporting period.
| Rank | Customer | Invoices | Total |
|---|
Marketing
Google Ads activity from API refresh where available, with historical export fallback.
Attribution note:
true Ads ROAS is not shown. Current data supports spend, clicks, impressions, CTR, CPC, and campaign activity, but not reliable revenue attribution.
Spend vs Clicks
Monthly Google Ads activity for the selected reporting period.
Device / Network Mix
Spend share for the latest available Google Ads detail window.
Campaigns
Latest available Google Ads detail window.
| Campaign | Clicks | Spend | CTR |
|---|
Channels
Latest available device, network, and audience detail window.
| Type | Value | Clicks | Spend |
|---|
Data Health
Freshness, webhook, and source table checks.
Pipeline Status
Read-only health summary from Supabase.