Heads up on data freshness: This dashboard refreshes approximately every 40 minutes — it is not a live feed. Always check the Last Data Refresh timestamp in the top-right corner before acting on the numbers.

⚠️ Always set your As of Date before reading anything on this page. Changing this filter affects all four sub-tabs simultaneously. If a number looks unexpected, this is the first thing to check.
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📝 Leaving the As of Date blank shows all data — it doesn't mean no results. It means all records, regardless of date.

Example: A job completed March 15th and fully invoiced March 22nd. If your As of Date is set to March 31st, the dashboard uses the Last Billed Date (March 22nd) — the job appears. If your As of Date is March 20th, the Last Billed Date falls outside the window and the job won't appear, even though it was completed before that date. The billing date, not the completion date, is what the filter checks first for Jobs.

What this page answers: How is our business performing financially across every type of work we do?

This page has four sub-tabs — one for each entity type. All four follow the same structure: four KPI tiles at the top, a profitability table below, and a trend chart and detail tables beneath that.

📝 This table only includes jobs in Fully Invoiced or Do Not Invoice status. Open, partially invoiced, or draft-invoiced jobs are excluded. If a job isn't showing up, check its billing status first.

💡 Why are open jobs excluded? Consider a job with $45,000 in costs but no invoice yet — it would show as −$45,000 gross profit, which looks like a loss. It's not losing money; it just isn't finished. The report waits until a job is fully invoiced so every number reflects a complete financial picture.

💡 Want to see open or in-progress jobs anyway? You can clear the Job Status filter — but treat those numbers as directional, not final. Profitability on an open job is incomplete by design.

💡 Average Annualized Contract Value explained: A 3-year agreement worth $40K, $43K, and $46K across its years has a Total Contract Value of $129,000 and an ACV of $43,000/year. This is the average across all years — not any single year's value — so you can compare multi-year agreements on equal footing.

📝 Seeing $0 in billings with costs present? If your team bills all SA activity at the maintenance level rather than the agreement level, this sub-tab will show $0 in billings. That's expected — not an error. Check the Maintenances sub-tab for that billing activity.

💡 Why this split matters: If your SA billings are 80% pull-through and 20% maintenance, your agreements are functioning more like break-fix contracts than true preventive programs. That's a pricing and scheduling conversation worth having.

📝 If your team bills all activity at the SA level rather than per maintenance visit, you'll see $0 in billings here with costs present. That's expected — billings flow to the SA sub-tab instead.

💡 % Billed in practice: You have a $320,000 project with $240,000 invoiced — that's 75% billed. If the physical work is 90% complete, $80,000 in completed work is sitting unbilled. That's a conversation to have before month-end.
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📝 Gross Profit is calculated differently depending on project status:

On a closed project, the billed amount should equal the contract amount, so the contract amount is the more accurate revenue figure. On a work-complete project, final billings may still be coming in, so Total Billed Pre Tax is used instead.

What this page answers: Which customers are actually driving my profit — across everything I do for them?

💡 How to use this in practice: Your largest customer by billings may not be your most profitable. A high-volume customer at 12% margin and a smaller customer at 58% margin tell very different stories — and should drive different conversations around pricing, renewals, and account management.

⚠️ Miscellaneous Billings are NOT included in your Customer Profitability totals. If a customer has invoices floating without an entity association, their profitability total is understated. Associate those invoices with the correct job, agreement, or project in BuildOps — once linked, they'll be included after the next data refresh.

What this page answers: Are we staying within budget — and where are we running over?

⚠️ There is no date filter on this page. All figures reflect values as of today — you're seeing current budget performance, not a historical view.
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💡 Reading variance in practice: If your Mechanical Service department shows −$10,405 in Cost Variance, actual costs exceeded budget by $10,405 in that department. If it shows +$10,405, you came in under budget. Negative numbers are the conversations to have with your department leads.

Budget data must be set up in BuildOps for this page to populate.

What this page answers: Where do I look up, audit, or export a specific invoice or adjustment?

Adjustment Detail currently defaults to showing only Write-Off and Refund adjustment types. If you're not seeing the adjustments you expect, check the Adjustment Type filter and update it to include the types you're looking for.

💡 A monthly Customer Profitability export makes a strong input for account reviews. A weekly Budget Forecast Performance export helps your team catch cost overruns before they compound. Set it once and the data shows up where the work happens.

⚠️ This dashboard report is not designed to reconcile against your accounting software. The Finance Dashboard reflects activity in BuildOps. Your accounting system (QuickBooks, Intacct, Vista, etc.) may show different figures due to sync timing, external adjustments, or data entered outside of BuildOps. Use this dashboard for financial visibility and analysis — your accounting system remains your system of record.