Financial Intelligence
Why did margin change?
Separating a real margin problem from a mix shift or a timing difference.
Financial Intelligence
Know What Happened, Where Cash Is Stuck, and How Good the Profit Really Is.
Reconcile what happened, identify cash pressure, and clarify profit quality.
Financial Intelligence — Weekly View
Gross Margin Trend
Is profit quality improving, and is it inside the target band?
A/R Aging
How much is open, and how much of it is aging past terms?
- Current
- $64.2K
- 1–30
- $22.1K
- 31–60
- $9.6K
- 61–90
- $11.2K
- 90+
- $7.2K
Billed vs. Collected
Reconciled against the accounting ledger this month.
- Billed
- $286.4K
- Collected
- $251.9K
- Unmatched
- 3 records
What Leaders Can See
- Gross margin by job type, technician, and week
- A/R aging with the invoices that actually need a call
- Billed versus collected, reconciled against the ledger
- Cash and accrual views side by side, clearly labeled
What the Team Does Next
- 1Follow up the specific invoices past 60 days
- 2Reprice work types that consistently miss quoted margin
- 3Resolve the records that fail reconciliation
Before, Decision, Action
Before
Margin dropped two points and the P&L will not explain why until month-end close.
Decision
Replacement jobs are carrying 11% more material cost than quoted — the drop is concentrated there.
Action
Service manager reprices the top three install SKUs; controller reviews again Friday.
Capabilities
Supporting Capabilities
Ledger Reconciliation
Job-level billing checked against the accounting ledger, with every mismatch listed.
Profit Quality
Margin separated by job type so a good month and a lucky month look different.
Cash Pressure
Aging buckets, collection pace, and the accounts behind the number.
Build an Operating System Around the Business You Actually Run.
Book a 30-minute strategy call with Margin One. We will look at your systems, your KPIs, and the decisions costing you margin.
- Thirty minutes, no preparation needed
- Bring the systems you use today
- Leave with a view of your first scorecard
Pick a time that works for you.
A working conversation about your numbers with an operator who has run the trucks — not a sales pitch.