Money

Financial command center - deposits, invoices, A/R, commissions, AvaTax & QBO

Action Queue

Revenue Invoiced

Cash Collected

A/R Outstanding (all periods)

Commission Liability

Installer Pending

Collection Rate

A/R Aging Breakdown

Current 30 Days 60 Days 90+ Days

Performance KPIs

Estimated Gross Margin

Estimated Gross Profit

Invoices with Known Costs

Days Paid → Payout

Margin Trend (6 mo)

Top Reps (6 mo)

Installer Utilization (6 mo)

Cash In

Cash Out

Net Cash Flow

Avg Days to Collect

Inflows

Deposits Collected --

Invoice Payments --

Expected (Outstanding A/R) --

Outflows

Commission Payouts --

Installer Payments --

Pending (Commissions + Installer) --

Weekly Cash Flow

Cash In Cash Out Net Cumulative

Week	Deposits	Invoices	Total In	Commissions	Installers	Total Out	Net	Cumulative
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Money

Money

Action Queue

A/R Aging Breakdown

Performance KPIs

Margin Trend (6 mo)

Top Reps (6 mo)

Installer Utilization (6 mo)

Job Reconciliation

Inflows

Outflows

Weekly Cash Flow

Money Settings

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Money

Money

Action Queue

A/R Aging Breakdown

Performance KPIs

Margin Trend (6 mo)

Top Reps (6 mo)

Installer Utilization (6 mo)

Job Reconciliation

Inflows

Outflows

Weekly Cash Flow

Money Settings

Record Payment

Log Collection Action

Resolve Tax Discrepancy