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Sample briefing. The business is illustrative, built to show the format and the depth of the analysis. The layout and the engine behind it are the real thing.

OWNER BRIEFING

D.C. Clark Custom Homes

June 2026 Performance Report · July 15, 2026

REVENUE
$312,000
7.6% vs. May 2026
11.4% vs. Jun 2025
GROSS MARGIN
24.8%
1.9 pts vs. May 2026
3.6 pts vs. Jun 2025
COST / SQ FT
$156
2.5% vs. May 2026
12.4% vs. Jun 2025
The month in one paragraph

Revenue reached $312K in June, up 7.6% from May and 11.4% year-over-year, the strongest month of 2026. Gross margin expanded to 24.8% as tighter cost segmentation and lower material waste took hold. Cost per square foot fell again, reflecting sharper bidding and better crew and material planning. With a full pipeline heading into Q3, the focus now is protecting margin as build volume grows.

Goals

What we're driving toward

PROFITABLE GROWTH

Grow revenue past $3M while protecting gross margin on every build and remodel.

COST PRECISION

Segment material, labor, and overhead on every project so bids are accurate and margin is protected.

CREW & PIPELINE PLANNING

Match crews and materials to the build schedule, and keep the lead pipeline full and followed up.

Trends

How the numbers moved

REVENUE (MONTHLY)

$312k
JANFEBMARAPRMAYJUN

June was the highest revenue month of 2026 year-to-date.

COST PER SQUARE FOOT

$156
JANFEBMARAPRMAYJUN

Down $16/sq ft since January. Tighter bids and less waste.

GROSS MARGIN %

24.8%
JANFEBMARAPRMAYJUN

Up 5.4 pts since January as cost segmentation took hold.

Takeaways

What this means

Strong Revenue Momentum

Revenue grew 7.6% in June to $312K, the best month of the year, as two custom builds and a kitchen remodel hit billing milestones.

Margin Is Expanding

Gross margin climbed to 24.8%, up 1.9 pts from May. Segmenting material, labor, and overhead on each project is showing exactly where margin is won or lost.

Waste Is Coming Down

Material waste fell to 4.1% of spend, down from 6.8% in January. Better takeoffs and crew planning mean fewer reorders and less scrap on site.

Insights

The read beneath the numbers

Cost Segmentation Is Paying Off

Breaking every project into material, labor, and overhead shows where margin actually comes from. Materials are running ~44% of revenue and labor ~26%. Watch both by project type.

Crew & Material Planning Is Working

Weekly planning is cutting downtime and rush orders. Right-sized crews and staged deliveries keep builds moving and waste low.

Waste Is Real Money

Trimming waste from 6.8% to 4.1% added margin without raising a single price. Protect this. Tight takeoffs and material staging are the levers.

Your Lead Follow-Up Is Leaking Revenue

Custom-home leads go cold without fast, consistent follow-up. Automating first response and nurture on every inquiry turns more estimates into signed contracts.

Do next

Three moves this month

01

Bid With Full Cost Segmentation

  • Break every estimate into material, labor, overhead, and a waste allowance.
  • Compare bid vs. actual on recent jobs to sharpen the next one.

This week: Pull your last 3 completed projects and calculate true material, labor, and overhead cost per project this week.

02

Plan Crews & Materials to the Schedule

  • Match crew size to each phase; stage material deliveries to the build calendar.
  • Fewer rush orders and less on-site waste.

This week: Hold a Friday planning huddle to lock crews and material drops for the next two weeks.

03

Automate Lead Follow-Up

  • Put every new inquiry into an automatic follow-up sequence: text, email, and a callback reminder.
  • Never let an estimate request sit more than an hour.

This week: Set up an auto-response plus a 5-touch follow-up for new leads so no contact slips through the cracks.

Closing

You're building the right way: growing revenue, protecting margin, and cutting waste. Keep segmenting your costs, planning crews and materials to the schedule, and following up fast on every lead. Do that, and the profit follows.

This one is custom home building. Yours would be yours.

Same engine, your data, your Path. We'll map what your first briefing looks like on a call.