This reading sample uses illustrative findings and figures, not
customer results.
Installation businessReading sample
Mathew runs an installation business and wants to know what is
really going on: where the money is going, and what to change to
improve it. Mathew uploads the sales spreadsheet and gets this
report back.
Needs action
West installs are losing money.
What’s going on Your West installation jobs are
costing more to deliver than customers are paying. Labor discounts
are taking the margin off each job.
The impact In this illustration, that is $48k
lost in one quarter, on jobs that looked busy and successful.
What to do next Review West labor discounts
before you quote the next customer.
This chart supports that finding. Illustrative figures.
East is carrying the quarter.
Your other regions covered what they cost to deliver, so the
customers you serve there are not the problem. The loss sits in
West installs.
In your own report, open “Where this came from” under any finding
to see the numbers it was calculated from.
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