Define executive truth
Agree on metric definitions, source systems, reporting periods, targets, and ownership.
All 20 solutions
System 20 · Management Intelligence
Executive Operations Dashboard
Give ownership visibility into the entire company.
Turns operating data into a live view of the metrics that determine growth, profitability, risk, and cash.
The operational problem
Why this system exists.
Ownership often receives lagging financial data and anecdotal operating updates. By the time declining win rate, margin erosion, slow billing, growing retainage, customer concentration, or poor project performance becomes obvious, the business has already absorbed the cost.
What you are buying
A functioning operating system—not a prompt, chatbot, or generic workflow.
The executive dashboard defines a controlled set of operating and financial measures, connects them to the underlying source records, and shows movement over time. Every headline metric can be traced to the projects, customers, estimators, or workflow exceptions driving it, creating a management instrument rather than a decorative dashboard.
BUILT FOR
Owners who need current company-wide visibility without waiting for manually assembled spreadsheets and subjective project updates.
How it works
From raw project information to controlled action.
The exact integration changes by contractor. The operating sequence and accountability do not.
Unify the operating data
Connect pipeline, backlog, production, margin, changes, billing, AR, retainage, and customer data.
Expose movement and risk
Show trend, variance, concentration, exceptions, and the operational drivers behind the number.
Turn review into action
Attach management decisions, owners, and follow-up to the same facts used in executive review.
System inputs
What it monitors and reads.
Estimating pipelineBacklogJob-cost and margin dataProduction and change ordersBilling, AR, and retainageCustomer and team performance
Operational deliverables
What your team actually receives.
Executive scorecardTrend and variance viewsProject drill-downCustomer concentration viewCash exposure viewManagement action record
Business outcome
Better decisions based on live operational data rather than spreadsheets assembled after the fact.
Performance is measured
This implementation is managed against operating indicators—not whether the automation merely runs.
- Win rate and backlog quality
- Gross margin movement
- Cash-conversion performance
- Project and customer risk concentration
Commercial structure
$35,000 implementation. $5,000/mo ongoing management.
Implementation covers discovery, system architecture, configuration, integration, testing, controlled rollout, and team adoption for the agreed scope. Ongoing management covers monitoring, exception handling, optimization, reporting, and operational support.
$10,000 operations assessment
Find the most expensive gap first.
We analyze your current operation, quantify revenue leakage and administrative drag, then build a custom implementation roadmap. The assessment fee may be credited toward a larger implementation.
See the assessmentNo generic AI pitch. We start with the costliest operational problem.