⚠ 2 inventory items need reorder — Check inventory tab for details.
Monthly Revenue
$47,820
▲ 12.4%
vs. $42,540 last month
Gross Margin
61.3%
▲ 2.1%
Target: 58% — above target
Jobs Completed
84
▲ 9 jobs
vs. 75 jobs last month
Repeat Rate
68%
▼ 3.2%
Industry avg: 55%
Revenue vs. expenses
Last 6 months
Revenue by type
This month
Service A$19,840 · 41%
Service B$16,240 · 34%
Service C$7,680 · 16%
Other$4,060 · 9%
Powered by Clarity — AI Business Intelligence · Joplin, MO · 4-State Area
Monthly Revenue
$47,820
▲ 12.4%
Best month YTD
Gross Margin
61.3%
▲ 2.1pt
Target: 58%
Total Expenses
$30,540
▼ 7.8%
Labor + materials
Net Profit
$17,280
▲ 21.6%
3 months running above target
Revenue vs. expenses — last 6 months
Monthly comparison
Expense breakdown
Key insights
This month
↑
Best revenue month YTD
$47.8K — up from $42.5K last month
↑
Margin up 2pts
Labor costs held steady while revenue grew
!
Materials costs trending up
Up 4% MoM — watch supplier pricing
↑
Net profit target hit 3 months running
On track for best Q2 ever
Powered by Clarity — AI Business Intelligence · Joplin, MO · 4-State Area
Jobs Completed
84
▲ 9
vs. 75 last month
Avg Ticket Value
$569
▲ 4.2%
Up from $546
Quote Close Rate
78%
▲ 6%
Industry avg: 65%
Quotes Sent
107
▲ 12
84 converted to jobs
Revenue by service type
This month · all jobs
| Service type | Jobs | Revenue | Avg ticket | Margin | Trend |
|---|---|---|---|---|---|
| Service A | 38 | $19,840 | $522 | 67% | ▲ 8% |
| Service B | 14 | $16,240 | $1,160 | 58% | ▲ 3% |
| Service C | 26 | $7,680 | $295 | 52% | — flat |
| Other | 6 | $4,060 | $677 | 44% | ▼ 5% |
Quote close rate by service
This month
Service A82%
Service B71%
Service C94%
Other55%
💡 Insight: Service C closes at 94% — highest of any type. Consider pushing it more aggressively in your sales conversations.
Powered by Clarity — AI Business Intelligence · Joplin, MO · 4-State Area
Items to reorder
2
Action needed
Below minimum stock level
Low stock items
1
Monitor closely
Approaching minimum
Items fully stocked
4
All good
Above minimum levels
Stock status — all items
Live inventory · click any item to see history
Supply Item A
4 units on hand · min: 8
Supply Item B
6 units on hand · min: 10
Supply Item C
18 units on hand · min: 12
Supply Item D
11 units on hand · min: 8
Supply Item E
9 units on hand · min: 6
Supply Item F
7 units on hand · min: 5
Supply Item G
13 units on hand · min: 6
Powered by Clarity — AI Business Intelligence · Joplin, MO · 4-State Area
New customers
27
▲ 8
This month
Returning
57
▲ 3
Repeat visits
Repeat rate
68%
▼ 3.2%
Industry avg: 55%
Avg lifetime value
$1,840
▲ 12.4%
Per customer
Top customers by lifetime value
All-time spend
RH
Rogers Hardware
8 jobs · Last: 2 weeks ago
$14,220
Repeat ✓
TF
Thompson Family
12 jobs · Last: 3 weeks ago
$9,840
Repeat ✓
MP
Midwest Properties
5 jobs · Last: 1 month ago
$8,100
Repeat ✓
JC
Johnson Commercial
2 jobs · Last: 4 months ago
$6,450
At risk ⚠
SW
Sara Whitfield
6 jobs · Last: 1 week ago
$5,920
Repeat ✓
Customer health
This month breakdown
New customers27
Returning57
At-risk (90+ days)8
Avg lifetime value$1,840
Powered by Clarity — AI Business Intelligence · Joplin, MO · 4-State Area
Missed calls this month
47
All captured
100% auto-replied
Jobs recovered
14
▲ 3 vs. last mo.
From missed call replies
Revenue recovered
$7,980
Would've been lost
Avg $570/job × 14 jobs
New Google reviews
23
▲ 8 vs. last mo.
Auto-requested after jobs
Missed call log
This month · all auto-replied within 60 seconds
(417) 555-0182
June 4 · 10:14 AM
Reply in 38s
Replied ✓(417) 555-0291
June 4 · 8:52 AM
Reply in 42s
Replied ✓(918) 555-0847
June 3 · 4:31 PM
Reply in 29s
Replied ✓(417) 555-1024
June 3 · 2:18 PM
Reply in 55s
Replied ✓(620) 555-0338
June 3 · 11:05 AM
Reply in 44s
Replied ✓Showing 5 of 47 calls this month
ROI summary
Automation value this month
Revenue recovered
$7,980
From missed calls
Monthly cost
$650
Automation retainer
Net return
12.3x
Return on investment
Powered by Clarity — AI Business Intelligence · Joplin, MO · 4-State Area