CoreCast Financial Dashboard
πŸ”„ 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
0–30 Days Current
30–60 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
β€”
Forecast @ 40%
β€”
Forecast @ 60%
β€”
Active Quotes (sorted by last modified)
QuoteClientValueStatusLast activity
Win Rate
Probability-Weighted Forecast