Business Dashboard
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Business Dashboard
⟳ Sync
NZ FY (Jul–Jun)
Calendar
Showing
sample data
. Run
node sync/sync-notion.js
with your Notion token to load live data — see README.md.
Overview
Financial
Reports
Projects
Inspections & PS
Clients
Insights
Map
Project track
Log a site visit or action against a project
Project
📍
Engineer
Select…
Type
Select…
Billable
Select…
Date
Notes
Log action
Nearby projects
Waiting for your location…
Revenue by month
(invoiced ex GST)
Projects by stage
Outstanding invoices
Recent projects
Invoiced vs paid by month
(ex GST)
Revenue by period
(ex GST)
Aged receivables
(unpaid invoices by age)
Export CSV
All invoices in period
Export CSV
Compare periods
(any two month ranges)
Export CSV
Period A:
→
Period B:
→
Monthly breakdown
Export CSV
Year-on-year revenue by month
(invoiced ex GST)
Year totals
Export CSV
GST return periods
(2-monthly, invoice basis — check against your IRD filing cycle)
Ending Jan/Mar/May…
Ending Feb/Apr/Jun…
Export CSV
Pipeline by stage
(value ex GST)
New projects per month
Work in progress & forecast
Project register
Export CSV
All stages
Inspections by type
Inspections by engineer
Producer statements by type
Recent producer statements
Top clients by revenue
(invoiced ex GST, period)
Top clients by project count
Client directory
Export CSV
Show:
All active projects
Not invoiced
Under-billed
No inspection
No PS1
Invoiced with no inspection
Under-billed if invoiced <
%
Dormant if no project in last
days
Active projects
Overdue invoices
(unpaid, all time)
Dormant clients
Project map
Active
Complete
Lost
In progress
On hold
All projects
Active only
Current period
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Business Dashboard