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