CoreCast Financial Dashboard
๐Ÿ”„ Updated 22 Jun
Active Jobs
Overdue Receivables
Total Outstanding
Invoiced, Not Yet Due
Portfolio Margin
Total Outstanding
Total Overdue
Cash on Hand
All Jobs Costs
Receivables Aging
0โ€“30 Days Current
30โ€“60 Days Overdue
60+ Days Overdue
Receivables by Status
InvoiceContactAmountStatus
Job Costs from Bills (Xero bills + spend, allocated by job)
JobContractLabourMaterialsTotal CostMarginMargin %
In Progress
Not Begun
Completed
Total Contract Value
Jobs Pipeline
Job NameStatusContract ValueTimeline
Active Quotes
Pipeline Value
โ€”
Forecast @ 40%
โ€”
Forecast @ 60%
โ€”
Active Quotes (sorted by last modified)
QuoteClientValueStatusLast activity
Win Rate
Probability-Weighted Forecast