Lakeside Exteriors
July 2026 Performance Report · August 1, 2026
Pipeline reached $780K in July, up 8.3% from June and $260K since February, the clearest signal that the year is on track. Booked revenue stands at $1.44M, roughly 80% of the $1.8M goal and ahead of the seasonal pace with more work still to build. Backlog sits at 5.1 months of scheduled work, so crews are booked out well into Q4. A deep, high-intent pipeline and a full backlog are the clearest signs that the months ahead are well covered.
What we're driving toward
HIT $1.8M ON QUALITY WORK
Reach $1.8M in booked revenue for 2026 without compromising the craftsmanship standard that commands premium pricing.
KEEP THE PIPELINE FULL
Hold the pipeline at 3–4× the next quarter's revenue target so signed work stays lined up with crew availability.
PROTECT MARGIN & CRAFTSMANSHIP
Keep gross margin above 33% and a 90+ quality score on every completed job through crew training and scoring.
How the numbers moved
PIPELINE ($)
Up $260K since February. Coverage is building ahead of Q4.
GROSS MARGIN %
Up 4.5 pts since February and comfortably above the 33% floor.
QUALITY SCORE (/100)
A rising craftsmanship score is the metric behind premium pricing.
What this means
Pipeline Is the Engine
Pipeline hit $780K, up 8% for the month. A deep, high-intent pipeline is the best early read on whether 2026 lands on plan, and whether crews stay booked.
Ahead of Pace to $1.8M
Booked revenue reached $1.44M, 80% of goal by July, carried by the spring/summer build season and a signed six-figure fall addition.
Backlog Buys Runway
5.1 months of booked work means crews are scheduled deep into Q4. The constraint has quietly shifted from finding work to building it without thinning the crew's standard.
The read beneath the numbers
Capacity Is the Ceiling, Not Leads
With 5 months of backlog, demand isn't the limit. Skilled crew is. The growth lever is training people to hold the standard so the next big job doesn't dilute quality.
Quality Is Your Pricing Power
A 95 quality score is why you win premium bids. Score every completed job so the standard is measured, not assumed, and so new hires can be trained and held to it.
Protect Margin Job by Job
Tickets swing from $15K patios to $250K additions, so margin has to be defended per job. Estimate-vs-actual on labor and material keeps big jobs from quietly eroding profit.
Three moves this month
Score Every Completed Job on Craftsmanship
- Define a simple 5-point scorecard: joint work, alignment, cleanliness, material match, client sign-off.
- Score each finished job and review it with the crew so the standard stays visible.
This week: Build a one-page quality scorecard and score your last 3 completed jobs this week to set the baseline.
Run a Weighted Pipeline Review
- List every open opportunity with its dollar value and win probability; total the weighted pipeline.
- Keep coverage at 3–4× next quarter and flag the big jobs that carry the year.
This week: Put all open estimates into one sheet with value × probability and total your weighted pipeline this week.
Protect Margin With Estimate-vs-Actual
- Compare bid vs. actual labor and material on recent jobs; feed the gaps into the next bid.
- Tie a quality bonus to crews that hit both their score and their margin.
This week: Pull your last 3 jobs and calculate true labor + material cost against the estimate.
Put Your Financial Strength to Work
- Set a dedicated CAPEX / expansion fund for a major investment: equipment, a second crew, or a facility.
- Or begin structured exit and succession planning to protect the value you've built.
This week: Meet with your accountant this month to set a reserve target and decide: reinvest for growth, or begin an exit / succession plan.
You've built a business people pay a premium for. Keep the pipeline full, hold the line on margin, and score every job so the standard is measured, not assumed. Do that, and you can take on more of the big work without ever thinning the quality that got you here.