📊 Snapshot · June 2026
Revenue MTD Xero
$0
Revenue YTD Xero
$0
Gross Profit MTD Xero
$0
GP Margin % Xero
0%
Quote Conversion ServiceM8
0%
Pipeline Value ServiceM8
$0
Last Month Revenue Xero
$0
Avg Job Value Xero
$0
Weighted Forecast ServiceM8
$0
📈 Performance
Sales vs Target — Monthly Xero
12-Month Revenue & Gross Profit Trend Xero
🔁 Pipeline · ServiceM8
Quote Pipeline Stages ServiceM8
Quotes In Progress—
Quotes Accepted—
Quotes Sent (MTD)—
Avg Quote → Invoice—
Quotes Declined—
Quotes Invoiced (MTD)—
Pipeline by Stage Value ServiceM8
open pipeline
👥 Staff Performance
By Sales Owner Xero + ServiceM8
| Staff Member | Jobs | MTD Revenue | MTD GP |
|---|
Top Customers by Revenue Xero
| # | Customer | Revenue YTD | GP % | Jobs |
|---|
⏱ Quote → Invoice Velocity
Days from Quote Sent to Invoice Issued — Last 12 Months ServiceM8 + Xero
🧠 Business Analyst Review
💡 Quote Intelligence
🏆 Converted Quote Sales — By Creator ServiceM8
| Staff Member | Jobs YTD | Revenue YTD | Jobs MTD | Revenue MTD |
|---|---|---|---|---|
| Sync data to populate | ||||
🏢 Top 10 Clients by Revenue Xero
| # | Client | Revenue YTD | Jobs |
|---|---|---|---|
| Sync data to populate | |||
👤 Sales Team Job Detail ServiceM8
Sync data to populate
| Job # | Client | Date | Revenue | Cost | Profit | Margin |
|---|---|---|---|---|---|---|
| Select a team member above | ||||||
📊 Sales Manager Review
🔧 Jobs in Progress — By Staff Member
🔧 Service Manager Review
⚙️ Admin Portal — User Access Control
Dashboard Users
Control who can sign in and which sections they can access
| Name | Username | Role | Access | Actions |
|---|
Save Changes
Download the updated users file, then replace
dashboard_users.js in the dashboard folderRecent Logins
Last 20 sign-ins tracked in this browser
| Name | Username | Role | Date & Time |
|---|
