Examples
This is what shows up every month.
Two of these are samples, illustrative businesses built to show the format and the depth of the analysis. The third is a real client briefing, with the name and logo changed at their request.
Sample · Operator PathRead the full briefing Sample · Operator PathRead the full briefing Real client · Sales PathRead the full briefing
Summit Air Mechanical
HVAC & mechanical contracting · ~$2M annual
Six months of revenue, ticket price, and labor efficiency, and the three moves that came out of it.
$195,000
REVENUE
$3,842
AVERAGE TICKET PRICE
28.6%
LABOR COST %
D.C. Clark Custom Homes
Custom home building · ~$4M annual
Margin and cost per square foot, tracked against a build schedule that moves.
$312,000
REVENUE
24.8%
GROSS MARGIN
$156
COST / SQ FT
Lakeside Exteriors
Exterior contracting · ~$3M annual
Pipeline, booked revenue, and backlog. A sales-side view of the same engine.
$780K
OPPORTUNITY PIPELINE
$1.44M
BOOKED REVENUE · YTD
5.1 mo
BACKLOG
Want to see one built from your numbers?
On a discovery call we'll map what your first briefing would look like, using the data you already have.