Total Revenue
$125,027
Cash received: $116,740Accrual $125,027 · Cash $116,740 · Xero MTD
Gross Profit
$67,181
+53.7% marginXero · accrual basis
Cash Balance
$104,087
All accounts
Pipeline Value
$32,770+
20 active cardsTrello
Won Deals
$123,674
98 dealsvs $102,482 last mo
Revenue Trend
Apr – Aug 2026
$125,027
Aug MTD
Monthly revenue. Aug is MTD · pace ~$119,591.
Top Closers
MTD
1
Dan Saunders
39 deals · $49,060
40%
rev share
2
William Tzevakos
32 deals · $38,049
31%
rev share
3
Harly Brown
25 deals · $31,445
25%
rev share
4
Luke Rose
2 deals · $5,120
4%
rev share
■ FINANCIAL PERFORMANCE Xero · Accrual basis unless noted
Total Monthly Revenue
ok
$125,027
Accrual (invoiced) MTD · Total Trading Income
↑ on pace vs $113,895 prev
Total Monthly Revenue
ok
── Accrual (invoiced) ──
Estimating income$123,279.55
Subscription Income$1,747.00
── Cash (received) ──
Cash Revenue MTD$116,740.29
Prev month full (accrual)$113,895.17
COGS & Operating Expenses
ok
$146,414
Total Costs (COGS + OpEx) · MTD
COGS $57,845 · OpEx $88,568
COGS & Operating Expenses
ok
Project Labor Cost (COGS)−$57,845.49
── Operating Expenses ──
Advertising−$22,520.89
Bank Fees−$177.48
Employee Engagements−$107.92
General Expenses−$37.69
Professional Fees−$2,000.00
Stripe Fees−$1,479.42
Subscriptions−$10,799.27
Superannuation−$4,949.10
Telephone & Internet−$642.19
Travel - National−$1,177.30
Wages and Salaries- Delivery−$11,547.36
Wages and Salaries- Offshore Labor−$11,232.32
Wages and Salaries- Sales−$21,897.28
Total OpEx−$88,568.22
Total Costs−$146,413.71
COGS = Project Labor. OpEx = all Xero operating expense accounts.
Gross & Net Profit — Accrual
ok
$67,181
Gross Profit · MTD · +53.7% margin
Net Profit: −$21,387
Gross & Net Profit — Accrual
ok
Revenue$125,026.55
COGS−$57,845.49
Gross Profit$67,181.06
Net Profit−$21,387.16
Accrual basis.
Net Profit — Cash Basis
warn
−$29,673
Cash-basis P&L · money actually received
3-mo avg burn: $46,980/mo
Net Profit — Cash Basis
warn
Revenue — Accrual (invoiced)$125,026.55
Revenue — Cash (received)$116,740.29
Net Profit (cash)−$29,673.42
Accrual = invoices raised this month. Cash = payments received this month (may include prior invoices).
MRR / Subscription Income
ok
$1,747
MTD subscriptions
MRR / Subscription Income
ok
WIP Value
warn
$24,920+
IN PROGRESS · 14 cards
1 unpriced
WIP Value
warn
#408 Marina Quays – Hope Island$1,200
#429 Joint Bay Concrete FRP Slabs and Precast$3,620
#414 Solaris$680
#422 Level 30, 400 George St, Sydney$660
#424 Aegis Aged Care Bassendean$970
#435 134-144 Irene Street$550
#400 19 Kinane St, Brighton$3,030
#428 38 Foley Road$2,480
#419 2 Native Bird Place, Buderim$2,420
#423 5-9 McConaghy St, Mitchelton$2,930
#426 26 Collingwood Ave, Earlwood$1,670
#427 Yass Townhouse$3,940
#431 3 Allen Road, Forrestdale$770
#430 1 Nelson Street, Cranbourne - 2unpriced
■ CAPACITY & PRODUCTIVITY Hubstaff · Offshore team only · Task-code method
Active Estimators (MTD)
ok
26
With billable work (excl. projects 001–005)
Active Estimators (MTD)
ok
Estimators with billable time26
Total members33
Target capacity hrs/mo4,680h (26 × 9h × 20 days)
Target revenue/mo$257,400 (4,680h × $55/h)
Sourced from ESTIMATORS team (Hubstaff) — maintained by Jam.
Avg Utilisation Rate
warn
60.2%
Billable ÷ Total tracked · task-code method
↓ Below 75% target
Avg Utilisation Rate
warn
Avg utilisation60.2%
Green (≥75%)4
Amber (50–74%)13
Red (<50%)5
Non-billable = projects 001–005 (task-code method, not Hubstaff toggle).
Avg Billable Hrs/Estimator (MTD)
warn
119.6h
Target ≥161h (23d × 7h)
Gap: 41.4h below target
Avg Billable Hrs/Estimator (MTD)
warn
MTD billable/estimator119.6h
Target (23d × 7h)161h
Project Utilisation — IN PROGRESS
ok
1792%
Quoted Hrs ÷ Actual Hrs · 1 of 14 matched
All within quoted hours
Project Utilisation — IN PROGRESS
ok
19 Kinane St, Brighton1791.5% (55h quoted ÷ 3.1h actual)
Marina Quays – Hope IslandNo Hubstaff data (24h quoted)
Joint Bay Concrete FRP Slabs and PrecastNo Hubstaff data (60h quoted)
SolarisNo Hubstaff data (14h quoted)
Level 30, 400 George St, SydneyNo Hubstaff data (12h quoted)
Aegis Aged Care BassendeanNo Hubstaff data (18h quoted)
134-144 Irene StreetNo Hubstaff data (12h quoted)
38 Foley RoadNo data
2 Native Bird Place, BuderimNo Hubstaff data (44h quoted)
5-9 McConaghy St, MitcheltonNo data
26 Collingwood Ave, EarlwoodNo data
Yass TownhouseNo Hubstaff data (72h quoted)
3 Allen Road, ForrestdaleNo Hubstaff data (14h quoted)
1 Nelson Street, Cranbourne - 2No Hubstaff data (12h quoted)
>100% = under budget.
■ OVERALL BUSINESS HEALTH Xero · Trello · HubSpot
Cash Balance
ok
$104,087
CBA 5456 + CBA 6583 + Stripe + Wise
Cash Balance
ok
CBA Ending 5456$2,754.98
CBA Ending 6583$86,064.09
Stripe$14,191.64
Wise$1,075.83
Total$104,086.54
All 4 accounts confirmed as assets (CBA 6583 is NOT an overdraft, Stripe = asset).
Cash Runway
ok
Over a year
Xero Analytics forward projection
Trailing cash basis: ~2 months ($46,980/mo avg burn)
Cash Runway
ok
Cash balance$104,086.54
Avg 3-mo cash burn$46,980/month
Trailing calc runway~2 months
Xero Analytics viewOver a year
Xero Analytics uses forward projections (booked pipeline + recurring revenue) and shows Over a year. Trailing 3-month cash P&L basis shows ~2 months.
Overdue Invoices
warn
$29,996
20 confirmed overdue invoices
Oldest: 26 Jun
Overdue Invoices
warn
| Client | Invoice | Due | Amount |
|---|---|---|---|
| Reefside Constructions | INV-0358 | 26 Jun | $3,500.00 |
| KinKera Community® Pty. Ltd | INV-0476 | 30 Jul | $3,239.50 |
| Reefside Constructions | INV-0385 | 3 Jul | $3,212.00 |
| KYLE CUSTOM BUILDING PTY LTD | INV-0508 | 7 Aug | $3,025.00 |
| HEGS & CO PROJECTS PTY LTD | INV-0509 | 7 Aug | $1,980.00 |
| HEGS & CO PROJECTS PTY LTD | INV-0510 | 7 Aug | $1,980.00 |
| HEGS & CO PROJECTS PTY LTD | INV-0511 | 7 Aug | $1,980.00 |
| Laidre | INV-0230 | 19 May | $1,936.00 |
| VIDYA VENTURES PTY LTD | INV-0515 | 6 Aug | $1,666.50 |
| Ocean Blue Builders | BM-0285 | 24 Feb | $1,138.50 |
| Bayleys Earthworks | BM-0348 | 22 Jul | $1,096.70 |
| Civitech | INV-0347 | 23 Jun | $1,045.00 |
| Base One Built | INV-0380 | 1 Jul | $990.00 |
| DrainMasta | INV-0159 | 2 Apr | $891.00 |
| DrainMasta | BM-0281 | 24 Feb | $643.50 |
| TCW Infrastructure | INV-0208 | 7 May | $550.00 |
| HELIX CONSTRUCTIONS | BM-0311 | 9 Mar | $495.00 |
| Ian Stewart | BM-0319 | 13 Mar | $247.50 |
| Inline Excavations | BM-0309 | 9 Mar | $198.00 |
| Bayleys Earthworks | INV-0391 | 5 Jul | $181.67 |
| Confirmed total | $29,995.87 |
Chase overdue invoices immediately.
Job Pipeline Value
warn
$32,770+
Active Trello jobs · 20 cards across 6 stages
Job Pipeline Value
warn
IN PROGRESS (14 cards)unpriced (14 cards)
ALLOCATION JOB REVIEW (0 cards)—
TEAM LEAD QA (0 cards)—
SNR MANAGER QA (0 cards)—
AU MANAGER REVIEW (3 cards)unpriced (3 cards)
ISSUED TO CUSTOMER (3 cards)unpriced (3 cards)
Prices from Trello card descriptions — keep all cards priced for accurate pipeline.
Debtor Days
ok
3 days
AR ÷ MTD Revenue × days elapsed. Lower = faster collections.
Xero Analytics / Syft — verified match
Debtor Days
ok
Creditor Days
ok
0 days
AP ÷ MTD COGS × days elapsed. Higher = better cash flow.
Xero Analytics / Syft — verified match
Creditor Days
ok
Current Ratio
ok
2
Current Assets ÷ Current Liabilities. ≥2 is healthy.
Xero Analytics / Syft — verified match
Current Ratio
ok
Current Assets$136,265.42
Fixed Assets$4,469.59
Total Assets$140,735.01
Current Liabilities$87,053.30
Total Liabilities$361,213.55
Equity (Net Worth)−$220,478.54
Debt to Equity
bad
-2
Total Liabilities ÷ Equity. Negative = negative equity.
Xero Analytics / Syft — verified match
Debt to Equity
bad
Current Assets$136,265.42
Fixed Assets$4,469.59
Total Assets$140,735.01
Current Liabilities$87,053.30
Total Liabilities$361,213.55
Equity (Net Worth)−$220,478.54
Debt Ratio
bad
3
Total Liabilities ÷ Total Assets. <1 is healthy.
Xero Analytics / Syft — verified match
Debt Ratio
bad
Current Assets$136,265.42
Fixed Assets$4,469.59
Total Assets$140,735.01
Current Liabilities$87,053.30
Total Liabilities$361,213.55
Equity (Net Worth)−$220,478.54
Working Capital to Total Assets
ok
1
Current Assets ÷ Total Assets.
Xero Analytics / Syft — verified match
Working Capital to Total Assets
ok
Current Assets$136,265.42
Fixed Assets$4,469.59
Total Assets$140,735.01
Current Liabilities$87,053.30
Total Liabilities$361,213.55
Equity (Net Worth)−$220,478.54
Current Liabilities to Net Worth
ok
0
Current Liabilities ÷ Equity.
Xero Analytics / Syft — verified match
Current Liabilities to Net Worth
ok
Current Assets$136,265.42
Fixed Assets$4,469.59
Total Assets$140,735.01
Current Liabilities$87,053.30
Total Liabilities$361,213.55
Equity (Net Worth)−$220,478.54
Fixed Assets to Net Worth
ok
0
Fixed Assets ÷ Equity.
Xero Analytics / Syft — verified match
Fixed Assets to Net Worth
ok
Current Assets$136,265.42
Fixed Assets$4,469.59
Total Assets$140,735.01
Current Liabilities$87,053.30
Total Liabilities$361,213.55
Equity (Net Worth)−$220,478.54
■ TOP ACTIONS THIS WEEK
1
Chase overdue invoices — $29,996 outstanding
20 overdue invoices confirmed.
■ DATA QUALITY & OUTSTANDING ISSUES
MONITOR
1 Trello cards missing price.
INFO
Hubstaff tracks offshore estimator team only.
Won Deals MTD
98
Won Revenue MTD
$123,674
Active Leads
399
Team Conv Rate
33.6%
Avg Deal Size
$1,262
Target Revenue / Month
$257,400
26 est × 9h × 20d × $55/hr
■ SALES & MARKETING EFFICIENCY HubSpot · Inbound Marketing Leads pipeline
Leads Generated (MTD)
ok
399
Inbound Marketing Leads pipeline
↑ strong inbound volume
Leads Generated (MTD)
ok
MTD leads399
Won Deals — MTD
ok
$123,674
98 deals · avg $1,262 each
↑ vs $102,482 prev
Won Deals — MTD
ok
Won deals98
Total value$123,673.80
Avg deal$1,262
Cost per Lead
warn
$56.44
Ad Spend $22,521 ÷ 399 leads
Cost per Lead
warn
Customer Acquisition Cost
ok
$230
Ad Spend $22,521 ÷ 98 won
LTV:CAC ≈ 5.5x
Customer Acquisition Cost
ok
Revenue vs Target
behind
48.0%
Target: $257,400 (26 est × 9h × 20d × $55)
$123,674 of $257,400
Revenue vs Target
behind
Won revenue MTD$123,673.80
Monthly target$257,400.00
Gap$133,726.20 to go
Sales Team Performance — MTD
ok
$123,674
4 reps · 98 won · 194 active in pipeline
Sales Team Performance — MTD
ok
| Rep | Active Leads | Won | Conv Rate | Avg Deal | Won Revenue |
|---|---|---|---|---|---|
| Dan Saunders | 46 | 39 | 45.9% | $1,258 | $49,060 |
| William Tzevakos | 96 | 32 | 25.0% | $1,189 | $38,049 |
| Harly Brown | 52 | 25 | 32.5% | $1,258 | $31,445 |
| Luke Rose | 0 | 2 | 100.0% | $2,560 | $5,120 |
| TOTAL | 194 | 98 | 33.6% | $1,262 | $123,674 |
| Pipeline Stage | Deals |
|---|---|
| Contact Attempted | 31 |
| Contacted | 105 |
| Contacted - Warm | 25 |
| Contacted - Hot | 10 |
| Proposal Sent | 23 |
| Total active | 194 |
| Team Benchmark | Value |
|---|---|
| Leads Worked | 48.5 / rep (team avg) |
| Speed to Lead | 37.7h avg |
| Conv Rate | 33.6% team avg |
| Avg Deal Size | $1,262 |
| Call Volume | 92 calls / rep avg |
| Call Quality Score | 50/100 team avg |
Active Leads = deals in Contact Attempted / Contacted / Proposal Sent stages. Conv Rate = Won ÷ (Won + Active). Team averages exclude reps with no activity.
■ MARKETING — META ADS Facebook + Instagram Performance
■ MARKETING — META ADS (July 2026)
Impressions
519,692
Clicks
6,553
Spend
$21,031.51
CTR
1.26%
CPC
$3.21
Platform Breakdown
| Platform | Impressions | Clicks | Spend | CTR |
|---|---|---|---|---|
| 390,640 | 5,603 | $15,060 | 1.43% | |
| 129,052 | 950 | $5,971 | 0.74% |
Data from Meta Ads (Facebook + Instagram). Google Ads data pending quota reset.
■ NEW vs RECURRING CLIENT REVENUE HubSpot · Company history · MTD
New Client Revenue (MTD)
new
$123,674
98 deals
New Client Revenue (MTD)
new
New deals98
Revenue$123,673.80
Recurring Client Revenue (MTD)
recurring
$0
0 deals
Recurring Client Revenue (MTD)
recurring
Recurring deals0
Revenue$0.00
■ SALES LEADERBOARD MTD · Ranked by performance across key metrics
| Rep | Active Leads | Won Deals | Conv Rate | Avg Deal Size | Coach Score |
|---|---|---|---|---|---|
| Dan Saunders | 46 (🥉) | 39 (🥇) | 45.9% (🥈) | $1,258 (🥈) | — |
| Harly Brown | 52 (🥈) | 25 (🥉) | 32.5% (🥉) | $1,258 (🥉) | 30 (🥈) |
| William Tzevakos | 96 (🥇) | 32 (🥈) | 25.0% (#4) | $1,189 (#4) | 70 (🥇) |
| Luke Rose | 0 (#4) | 2 (#4) | 100.0% (🥇) | $2,560 (🥇) | — |
| vs Team Avg | 48.5 | 24.5 | 50.9% | $1,566 | 50 |
Last row = team average. 🥇🥈🥉 = rank within team. Coach Score = AI call quality (0–100).
■ RESPONSIVENESS & PIPELINE VELOCITY HubSpot · Speed to first contact + deal close time
| Rep | Speed to Lead | Sales Cycle | Notes |
|---|---|---|---|
| Dan Saunders | 22.5h | 19 days | |
| Harly Brown | ⚠️ 42.0h | 21 days | |
| William Tzevakos | ⚠️ 48.5h | 23 days | |
| Luke Rose | — | 0 days | No inbound won deals yet |
| vs Team Avg | 37.7h | 16 days |
Speed to Lead = time from lead creation to first logged contact. Sales Cycle = lead creation to Closed Won.
■ COMMISSION THRESHOLD STATUS $50,000 monthly threshold · Schedule B
| Rep | Won Revenue | Status | Gap |
|---|---|---|---|
| Dan Saunders | $49,060 | NOT MET | $940 to go |
| Harly Brown | $31,445 | NOT MET | $18,555 to go |
| William Tzevakos | $38,049 | NOT MET | $11,951 to go |
⚡ Threshold waived during ramp period (first 2 full months post-probation). Commission only payable in months where $50k is met.
⚠ Ramp-Exempt expiry requires probation end date from HR — confirm before month-end.
Luke Rose (Sales Head) excluded — manager role, not on rep commission schedule.
⚠ Ramp-Exempt expiry requires probation end date from HR — confirm before month-end.
Luke Rose (Sales Head) excluded — manager role, not on rep commission schedule.
■ CALL ACTIVITY (AIRCALL MTD) Aircall · MTD · All reps
| Rep | Outbound | Inbound | Missed | Talk Time | Avg Duration | In/Out Split |
|---|---|---|---|---|---|---|
| Dan Saunders | 111 | 78 | 27 | 622m | 2m 54s | 36% in · 51% out |
| Harly Brown | 638 | 70 | 47 | 1483m | 2m 0s | 9% in · 85% out |
| William Tzevakos | 713 | 106 | 27 | 1312m | 1m 36s | 13% in · 84% out |
| Luke Rose | — | — | — | — | — | — |
| TEAM TOTAL | 1462 | 254 | 101 | 3417m | 2m 12s | 14% in · 80% out |
Luke Rose not in Aircall. Last row = team totals.
CALL VOLUME TRENDS
Daily (last 7 days) ▼
| Date | Out | In | Missed | Total |
|---|---|---|---|---|
| 2026-07-31 | 50 | 13 | 5 | 68 |
| 2026-07-30 | 52 | 13 | 4 | 69 |
| 2026-07-29 | 40 | 7 | 7 | 54 |
| 2026-07-28 | 54 | 11 | 5 | 70 |
| 2026-07-27 | 62 | 8 | 3 | 73 |
| 2026-07-24 | 48 | 10 | 4 | 62 |
| 2026-07-23 | 68 | 9 | 6 | 83 |
Weekly ▼
| Week | Out | In | Missed | Total |
|---|---|---|---|---|
| Wk 27 (29 Jun–5 Jul) | 215 | 45 | 18 | 278 |
| Wk 28 (6 Jul–12 Jul) | 313 | 64 | 23 | 400 |
| Wk 29 (13 Jul–19 Jul) | 370 | 60 | 20 | 450 |
| Wk 30 (20 Jul–26 Jul) | 338 | 53 | 29 | 420 |
| Wk 31 (27 Jul–2 Aug) | 258 | 52 | 24 | 334 |
CALL QUALITY & COACHING
Aircall transcripts · AI review · 7-day week · 2 calls · Last updated 3 Aug 2026 15:43 AEST · Same data through next Sunday
⚠ Team below benchmark (75) · Team avg: 50/100
Harly
1 calls reviewed
3.0
Needs Work⚠ Below benchmark
Coaching notes View ▼
Coaching Notes
→Increase rep talk time to at least 40% by asking targeted questions and summarizing the issue to show active listening and control.
→Take ownership of the problem instead of deferring entirely to Brett; offer immediate next steps or workarounds.
→Transition the conversation toward value by linking the fix back to how Build Metric helps their workflow once resolved.
→End calls with a clear action plan and scheduled follow-up to prevent repeated complaints.
Areas for Attention
⚠Extremely low rep engagement
⚠No demonstrated value or next steps
William
1 calls reviewed
7.0
Good⚠ Below benchmark
Coaching notes View ▼
Coaching Notes
→Balance talk time by asking more open questions to increase prospect engagement beyond 40%.
→Summarize next steps and timeline at the end of the call to confirm mutual understanding.
→Probe deeper on the prospect's current estimating process to highlight specific value of the guest login and Excel features.
Total Estimators
26
26 with hours · 0 no hours yet
Target Capacity / Month
4,680h
26 × 9h × 20 days
Target Revenue / Month
$257,400
4,680h × $55/hr
Avg Utilisation
60.2%
All 26 estimators incl. zero-hours
Total Billable Hrs
2,632h
MTD across all estimators
■ CAPACITY & PRODUCTIVITY Hubstaff · Offshore team only · Task-code method
Active Estimators (MTD)
ok
26
With billable work (excl. projects 001–005)
Active Estimators (MTD)
ok
Estimators with billable time26
Total members33
Target capacity hrs/mo4,680h (26 × 9h × 20 days)
Target revenue/mo$257,400 (4,680h × $55/h)
Sourced from ESTIMATORS team (Hubstaff) — maintained by Jam.
Avg Utilisation Rate
warn
60.2%
Billable ÷ Total tracked · task-code method
↓ Below 75% target
Avg Utilisation Rate
warn
Avg utilisation60.2%
Green (≥75%)4
Amber (50–74%)13
Red (<50%)5
Non-billable = projects 001–005 (task-code method, not Hubstaff toggle).
Avg Billable Hrs/Estimator (MTD)
warn
119.6h
Target ≥161h (23d × 7h)
Gap: 41.4h below target
Avg Billable Hrs/Estimator (MTD)
warn
MTD billable/estimator119.6h
Target (23d × 7h)161h
Project Utilisation — IN PROGRESS
ok
1792%
Quoted Hrs ÷ Actual Hrs · 1 of 14 matched
All within quoted hours
Project Utilisation — IN PROGRESS
ok
19 Kinane St, Brighton1791.5% (55h quoted ÷ 3.1h actual)
Marina Quays – Hope IslandNo Hubstaff data (24h quoted)
Joint Bay Concrete FRP Slabs and PrecastNo Hubstaff data (60h quoted)
SolarisNo Hubstaff data (14h quoted)
Level 30, 400 George St, SydneyNo Hubstaff data (12h quoted)
Aegis Aged Care BassendeanNo Hubstaff data (18h quoted)
134-144 Irene StreetNo Hubstaff data (12h quoted)
38 Foley RoadNo data
2 Native Bird Place, BuderimNo Hubstaff data (44h quoted)
5-9 McConaghy St, MitcheltonNo data
26 Collingwood Ave, EarlwoodNo data
Yass TownhouseNo Hubstaff data (72h quoted)
3 Allen Road, ForrestdaleNo Hubstaff data (14h quoted)
1 Nelson Street, Cranbourne - 2No Hubstaff data (12h quoted)
>100% = under budget.
■ JOB VOLUME & VALUE Trello · WIP + Issued to Customer
Jobs Completed MTD
3
3
ISSUED TO CUSTOMER list
Jobs Completed MTD
3
In Progress14
Issued3
Total Job Value MTD
WIP + Issued
$24,920
WIP $24,920 + Issued $0
Total Job Value MTD
WIP + Issued
Avg Job Value MTD
avg
$1,466
Across 17 jobs
Avg Job Value MTD
avg
■ DELIVERY SPEED Trello · ISSUED TO CUSTOMER
On-Time Rate
—
—
No due dates set
On-Time Rate
—
Avg Turnaround Time
days
—
Card creation → last activity
Avg Turnaround Time
days
Issued Jobs
| Job | Name | Due | Completed | Turnaround | On Time |
|---|---|---|---|---|---|
| #412 | #412 Taree HMC | — | — | — | — |
| #415 | #415 Granville Town Square | — | — | — | — |
| #420 | #420 196 The Entrance Rd, Long Jetty | — | — | — | — |
Job Budget Breakdown
| Job # | Card | Quoted | Actual | Variance | Status |
|---|---|---|---|---|---|
| #408 | #408 Marina Quays – Hope Island | 24.0h | — | — | no-match |
| #429 | #429 Joint Bay Concrete FRP Slabs and | 60.0h | — | — | no-match |
| #414 | #414 Solaris | 14.0h | — | — | no-match |
| #422 | #422 Level 30, 400 George St, Sydney | 12.0h | — | — | no-match |
| #424 | #424 Aegis Aged Care Bassendean | 18.0h | 19.72h | +1.7h | on-budget |
| #435 | #435 134-144 Irene Street | 12.0h | 22.5h | +10.5h | over |
| #400 | #400 19 Kinane St, Brighton | 55.0h | 3.07h | -51.9h | under |
| #419 | #419 2 Native Bird Place, Buderim | 44.0h | — | — | no-match |
| #427 | #427 Yass Townhouse | 72.0h | 40.0h | -32.0h | under |
| #431 | #431 3 Allen Road, Forrestdale | 14.0h | — | — | no-match |
| #430 | #430 1 Nelson Street, Cranbourne - 2 | 12.0h | — | — | no-match |
Quoted = Trello custom field. Actual = Hubstaff project hours. ±10% = on-budget. <2h logged = in-progress.
■ BUDGET ACCURACY Trello quoted hrs vs Hubstaff actual hrs
Avg Budget Accuracy
89.6%
Actual hrs ÷ Quoted hrs · ±10% = on-budget
1
On Budget
1
Over Budget
2
Under Budget
7
No Data
■ HOURS TREND Hubstaff · Estimator hours by day & week
Daily Hours — Last 7 Days ▲ collapse
| Date | Billable | Non-Billable | Total |
|---|---|---|---|
| 2026-07-31 | 98.9h | 81.4h | 180.2h |
| 2026-07-30 | 120.9h | 94.1h | 214.9h |
| 2026-07-29 | 144.8h | 79.6h | 224.4h |
| 2026-07-28 | 123.1h | 75.9h | 199.0h |
| 2026-07-27 | 114.8h | 102.6h | 217.4h |
| 2026-07-26 | 3.1h | 4.0h | 7.1h |
| 2026-07-25 | 3.7h | 0.0h | 3.7h |
Weekly Hours ▼ expand
| Week | Billable | Non-Billable | Total |
|---|---|---|---|
| Wk 27 (Jul 1–5) | 252.9h | 460.8h | 713.7h |
| Wk 28 (Jul 6–12) | 565.8h | 580.0h | 1145.8h |
| Wk 29 (Jul 13–19) | 616.8h | 643.7h | 1260.5h |
| Wk 30 (Jul 20–26) | 594.0h | 543.2h | 1137.2h |
| Wk 31 (Jul 27–31) | 602.5h | 433.5h | 1036.0h |
■ ESTIMATOR LEADERBOARD Hubstaff MTD · Ranked by billable hours
Team Rankings — Billable Hours MTD
Team Mark🥇
723.1h
Billable hrs · 7 members
Total hrs
1479.3h
Avg util
49.1%
Team Chris🥈
693.1h
Billable hrs · 6 members
Total hrs
1187.5h
Avg util
61.0%
Team Deborah🥉
669.1h
Billable hrs · 6 members
Total hrs
1228.9h
Avg util
56.4%
Team Rey#4
524.5h
Billable hrs · 5 members
Total hrs
990.5h
Avg util
52.7%
Team QAOverhead — not in billable ranking191.9h total hrs · 1 memberQA reviews all teams
Per-Team Breakdown
Team Mark Rank 🥇 among teams1479.3h total · 723.1h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Chem Rose De Luna | 160.4h | 202.5h | 79.2% |
| 🥈 Diosa Javier | 160.0h | 204.6h | 78.2% |
| 🥉 Randulf Altejar | 151.5h | 215.3h | 70.4% |
| #4 Jessa Marie Tolentino | 144.9h | 212.1h | 68.3% |
| #5 Arneri Espinosa | 104.3h | 223.4h | 46.7% |
| #6 Mark Leonard Mantes LEAD | 2.0h | 220.8h | 0.9% |
| #7 Diana Gonzales | 0.0h | 200.6h | 0.0% |
| ── Team avg ── | 103.3h | 211.3h | 49.1% |
Team Chris Rank 🥈 among teams1187.5h total · 693.1h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Ianrey Guevarra | 161.9h | 206.1h | 78.5% |
| 🥈 Airish Fe Navera | 149.2h | 202.3h | 73.7% |
| 🥉 Realane Buendicho | 145.2h | 209.1h | 69.5% |
| #4 Cristian Bucasas | 129.7h | 176.4h | 73.5% |
| #5 Lino Articulo | 107.1h | 151.4h | 70.7% |
| #6 CHRISMAE JHUNRIEL LLORCA LEAD | 0.0h | 242.2h | 0.0% |
| ── Team avg ── | 115.5h | 197.9h | 61.0% |
Team Deborah Rank 🥉 among teams1228.9h total · 669.1h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Kenneth Lorenz Elarde | 143.2h | 209.9h | 68.3% |
| 🥈 Vonce Headson Juatco | 141.6h | 198.9h | 71.2% |
| 🥉 Rodney Gerna | 135.8h | 203.9h | 66.6% |
| #4 Paolo Bernardino | 134.8h | 218.8h | 61.6% |
| #5 Celso Sitones | 113.7h | 160.3h | 70.9% |
| #6 Deborah Faith Tandugon LEAD | 0.0h | 237.1h | 0.0% |
| ── Team avg ── | 111.5h | 204.8h | 56.4% |
Team Rey Rank #4 among teams990.5h total · 524.5h billable
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Bienvenido Jr Padua | 179.8h | 242.2h | 74.2% |
| 🥈 Daryl Jay Laguidao | 142.3h | 173.7h | 82.0% |
| 🥉 Jo Ann Sorilla | 117.3h | 199.5h | 58.8% |
| #4 Krizzia Jeawel Caprangca | 80.0h | 173.2h | 46.2% |
| #5 Rey Viernes LEAD | 5.1h | 201.9h | 2.5% |
| ── Team avg ── | 104.9h | 198.1h | 52.7% |
Team QA Overhead191.9h total · QA overhead
| Estimator | Billable | Total | Util |
|---|---|---|---|
| 🥇 Benilda Bucasas LEAD | 22.0h | 191.9h | 11.5% |
| ── Team avg ── | 22.0h | 191.9h | 11.5% |
🥇🥈🥉 = rank within team or among teams. Non-billable includes 001-005 admin/training projects. Unassigned estimators shown in full table below.
■ TEAM HOURS BREAKDOWN Hubstaff MTD · All estimators
All Estimators — MTD Hours
| Estimator | Billable | Non-Billable | Total | Utilisation | Status |
|---|---|---|---|---|---|
| Bienvenido Jr Padua | 179.8h | 62.5h | 242.2h | 74.2% | ● Active |
| Ianrey Guevarra | 161.9h | 44.3h | 206.1h | 78.5% | ● Active |
| Chem Rose De Luna | 160.4h | 42.1h | 202.5h | 79.2% | ● Active |
| Diosa Javier | 160.0h | 44.6h | 204.6h | 78.2% | ● Active |
| Randulf Altejar | 151.5h | 63.8h | 215.3h | 70.4% | ● Active |
| Airish Fe Navera | 149.2h | 53.1h | 202.3h | 73.7% | ● Active |
| Realane Buendicho | 145.2h | 63.9h | 209.1h | 69.5% | ● Active |
| Jessa Marie Tolentino | 144.9h | 67.2h | 212.1h | 68.3% | ● Active |
| Kenneth Lorenz Elarde | 143.2h | 66.6h | 209.9h | 68.3% | ● Active |
| Daryl Jay Laguidao | 142.3h | 31.3h | 173.7h | 82.0% | ● Active |
| Vonce Headson Juatco | 141.6h | 57.3h | 198.9h | 71.2% | ● Active |
| Rodney Gerna | 135.8h | 68.1h | 203.9h | 66.6% | ● Active |
| Paolo Bernardino | 134.8h | 84.0h | 218.8h | 61.6% | ● Active |
| Cristian Bucasas | 129.7h | 46.7h | 176.4h | 73.5% | ● Active |
| Jo Ann Sorilla | 117.3h | 82.2h | 199.5h | 58.8% | ● Active |
| Celso Sitones | 113.7h | 46.6h | 160.3h | 70.9% | ● Active |
| Lino Articulo | 107.1h | 44.3h | 151.4h | 70.7% | ● Active |
| Arneri Espinosa | 104.3h | 119.1h | 223.4h | 46.7% | ● Active |
| Krizzia Jeawel Caprangca | 80.0h | 93.2h | 173.2h | 46.2% | ● Active |
| Benilda Bucasas | 22.0h | 169.9h | 191.9h | 11.5% | ● Active |
| Rey Viernes | 5.1h | 196.7h | 201.9h | 2.5% | ● Active |
| Mark Leonard Mantes | 2.0h | 218.8h | 220.8h | 0.9% | ● Active |
| CHRISMAE JHUNRIEL LLORCA | 0.0h | 242.2h | 242.2h | 0.0% | ○ No billable |
| Deborah Faith Tandugon | 0.0h | 237.1h | 237.1h | 0.0% | ○ No billable |
| Diana Gonzales | 0.0h | 200.6h | 200.6h | 0.0% | ○ No billable |
| Bam Hipolito | 0.0h | 215.1h | 215.1h | 0.0% | ○ No billable |
Non-billable = 001-005 admin/training projects. Green ≥75% · Amber 50–74% · Red <50%.
Operations Team
1 memberSales Team
4 membersEstimators
26 totalM
Team Mark
Estimating Team
Mark Leonard Mantes
View Profile →
C
Team Chris
Estimating Team
CHRISMAE JHUNRIEL LLORCA
View Profile →
D
Team Deborah
Estimating Team
Deborah Faith Tandugon
View Profile →
R
Team Rey
Estimating Team
Rey Viernes
View Profile →
BH
Bam Hipolito
Senior Lead Estimator
No hours logged yet
View Profile →
BJ
Bienvenido Jr Padua
Estimator
179.8h billable · 74.2% util
View Profile →
IG
Ianrey Guevarra
Estimator
161.9h billable · 78.5% util
View Profile →
CR
Chem Rose De Luna
Estimator
160.4h billable · 79.2% util
View Profile →
DJ
Diosa Javier
Estimator
160.0h billable · 78.2% util
View Profile →
RA
Randulf Altejar
Estimator
151.5h billable · 70.4% util
View Profile →
AF
Airish Fe Navera
Estimator
149.2h billable · 73.7% util
View Profile →
RB
Realane Buendicho
Estimator
145.2h billable · 69.5% util
View Profile →
JM
Jessa Marie Tolentino
Estimator
144.9h billable · 68.3% util
View Profile →
KL
Kenneth Lorenz Elarde
Estimator
143.2h billable · 68.3% util
View Profile →
DJ
Daryl Jay Laguidao
Estimator
142.3h billable · 82.0% util
View Profile →
VH
Vonce Headson Juatco
Estimator
141.6h billable · 71.2% util
View Profile →
RG
Rodney Gerna
Estimator
135.8h billable · 66.6% util
View Profile →
PB
Paolo Bernardino
Estimator
134.8h billable · 61.6% util
View Profile →
CB
Cristian Bucasas
Estimator
129.7h billable · 73.5% util
View Profile →
JA
Jo Ann Sorilla
Estimator
117.3h billable · 58.8% util
View Profile →
CS
Celso Sitones
Estimator
113.7h billable · 70.9% util
View Profile →
LA
Lino Articulo
Estimator
107.1h billable · 70.7% util
View Profile →
AE
Arneri Espinosa
Estimator
104.3h billable · 46.7% util
View Profile →
KJ
Krizzia Jeawel Caprangca
Estimator
80.0h billable · 46.2% util
View Profile →
BB
Benilda Bucasas
Estimator
22.0h billable · 11.5% util
View Profile →
RV
Rey Viernes
Estimator
5.1h billable · 2.5% util
View Profile →
ML
Mark Leonard Mantes
Estimator
2.0h billable · 0.9% util
View Profile →
CJ
CHRISMAE JHUNRIEL LLORCA
Estimator
No hours logged yet
View Profile →
DF
Deborah Faith Tandugon
Estimator
No hours logged yet
View Profile →
DG
Diana Gonzales
Estimator
No hours logged yet
View Profile →
← Team
AC
Operations Manager
■ MONTHLY INCENTIVE POOL
Available Pool
$4,515.00
Base Pool
$6,000.00
Team Utilization
60.2%
Target Utilization
80%
Available Pool
$4,515.00
■ 100-POINT SCORECARD
| Category | Points | Status |
|---|---|---|
| On-Time Delivery Buildxact estimates |
25 | 🟠 Pending |
| QA Quality & Rework Client feedback errors |
60 | 🟠 Pending |
| Budget vs Actual 1 jobs over 15% budget |
12 | ✅ Live |
| TOTAL SCORE | 97 | |
| Refund Clawback Xero credit notes (1:1 deduction) |
$0.00 | ✅ Live |
■ ESTIMATED MONTHLY PAYOUT
Current Estimated Payout
$4,379.55
Available Pool: $6,000 × (60.2% ÷ 80%) = $4,515.00
Point Value: $4,515.00 ÷ 100 pts = $45.15/pt
Before Refund Clawback: 97 pts × $45.15/pt = $4,379.55
Final Payout: = $4,379.55
■ BUDGET VS ACTUAL — LIVE DETAIL
| Job | Quoted | Actual | Variance | Status |
|---|---|---|---|---|
| #408 | 24.0h | Noneh | — | — no-match |
| #429 | 60.0h | Noneh | — | — no-match |
| #414 | 14.0h | Noneh | — | — no-match |
| #422 | 12.0h | Noneh | — | — no-match |
| #424 | 18.0h | 19.72h | +1.7h (+9.6%) | ✅ On Budget |
| #435 | 12.0h | 22.5h | +10.5h (+87.5%) | — over |
| #400 | 55.0h | 3.07h | -51.9h (-94.4%) | — under |
| #419 | 44.0h | Noneh | — | — no-match |
| #427 | 72.0h | 40.0h | -32.0h (-44.4%) | — under |
| #431 | 14.0h | Noneh | — | — no-match |
| #430 | 12.0h | Noneh | — | — no-match |
■ PHASE 1 STATUS
⏳ Partial Implementation
- ✅ Budget vs Actual (15 pts) — Trello delivery data live
- 🟠 On-Time Delivery (25 pts) — Buildxact API key pending approval
- 🟠 QA Quality & Rework (60 pts) — Michael's feedback log to be built
M
Team Mark
Estimating Team · Led by Mark Leonard Mantes
■ TEAM METRICS — MTD
Billable Hours
723.1h
Total Hours
1479.3h
Avg Utilization
70.0%
C
Team Chris
Estimating Team · Led by CHRISMAE JHUNRIEL LLORCA
■ TEAM METRICS — MTD
Billable Hours
693.1h
Total Hours
1187.5h
Avg Utilization
73.4%
D
Team Deborah
Estimating Team · Led by Deborah Faith Tandugon
■ TEAM METRICS — MTD
Billable Hours
669.1h
Total Hours
1228.9h
Avg Utilization
67.7%
R
Team Rey
Estimating Team · Led by Rey Viernes
■ TEAM METRICS — MTD
Billable Hours
524.5h
Total Hours
990.5h
Avg Utilization
67.9%
'
← Team
DS
Sales Rep
■ PIPELINE
Won Deals MTD
ok
39
Closed Won this month
Won Revenue MTD
ok
$49,060
Total value of won deals
Active Leads
live
46
In active pipeline stages
■ PERFORMANCE
Conversion Rate
ok
45.9%
Won ÷ (Won + Active)
Avg Deal Size
mtd
$1,258
Won revenue ÷ won count
Speed to Lead
watch
22.5h
Lead created → first contact
Sales Cycle
ok
19d
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS 30-day window
| Deal | Trello Stage | Last Activity | Value |
|---|---|---|---|
| Mcmath Construction | Invoiced | — | $725 |
| Hardset & Render Pty Ltd | Invoiced | — | $450 |
| Action Builders | Invoiced | — | $1,740 |
| Rp contractors | Invoiced | — | $575 |
| Cadillac Contracting & Civil | In Progress | — | $1,900 |
| Cadillac Contracting | In Progress | — | $720 |
| Beyond Flooring | Invoiced | — | $550 |
| MJB Building Projects | Invoiced | — | $1,100 |
| Cadillac Contracting and Civil - New Deal | In Progress | — | $2,550 |
| Regional Home Builders | Invoiced | — | $1,760 |
| Ekad Earthmoving | Invoiced | — | $440 |
| Luxury living projects - New Deal | Invoiced | — | $1,870 |
| BRISBANE CEILINGS | Invoiced | — | $740 |
| Maintain Facilities Pty Ltd | Invoiced | — | $770 |
| ARCHIMOD | Invoiced | — | $660 |
| Boss Carpentry - New Deal | Not matched in Trello | — | $880 |
| Luxury living projects - New Deal | Invoiced | — | $220 |
| Elevate Ceilings and Plastering Co. - Ammendment | Invoiced | — | $790 |
⚠️
1 deal not matched to Trello
To link a deal, open it in HubSpot and fill in the “Job Number (Trello)” field with the number from the Trello card (e.g. card #300 12 Droomer Way → enter 300). Dashboard updates on the next report run.
■ CALL ACTIVITY Aircall MTD
Total Call Volume
mtd
189
111 outbound · 78 inbound
Outbound Calls
mtd
111
Calls made by rep
Inbound Calls
mtd
78
Calls received
Missed Calls
high
27
Inbound not answered
Talk Time MTD
mtd
10h 22m
Total connected call duration
Avg Call Duration
per call
2.9m
Mean talk time per call
In : Out Split
ratio
78:111
Inbound vs outbound call ratio
■ VS TEAM AVERAGE
Leads Worked
below avg
46 leads
Team avg: 48.5 leads
↓ Team avg: 48.5 leads
Speed to Lead
above avg
22.5h
Team avg: 37.7h
↑ Team avg: 37.7h
Conversion Rate
below avg
45.9%
Team avg: 50.9%
↓ Team avg: 50.9%
Avg Deal Size
below avg
$1,258
Team avg: $1,566
↓ Team avg: $1,566
Call Volume
below avg
189 calls
Team avg: 572.0 calls
↓ Team avg: 572.0 calls
■ COMMISSION
Est. Commission MTD
below
$0.00
Won Revenue: $49,060
Threshold: Not Met ($49,060 / $50,000). All revenue treated as new-client rate.
Threshold Status
watch
Not Met ($49,060 / $50,000)
$50,000 monthly won revenue required
'
← Team
HB
Sales Rep
■ PIPELINE
Won Deals MTD
ok
25
Closed Won this month
Won Revenue MTD
ok
$31,445
Total value of won deals
Active Leads
live
52
In active pipeline stages
■ PERFORMANCE
Conversion Rate
ok
32.5%
Won ÷ (Won + Active)
Avg Deal Size
mtd
$1,258
Won revenue ÷ won count
Speed to Lead
watch
42.0h
Lead created → first contact
Sales Cycle
ok
21d
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS 30-day window
| Deal | Trello Stage | Last Activity | Value |
|---|---|---|---|
| Bairnsdale | Not matched in Trello | — | $940 |
| 4 Willmott ave Daw Park | QA Revisions | — | $2,480 |
| B Green Constructions | Invoiced | — | $2,950 |
| 41 – 43, Vero Apartment | Not matched in Trello | — | $2,600 |
| Specialty Curtains and Blinds | Invoiced | — | |
| 119 Skene St, Warrnambool | Invoiced | — | $550 |
| 24 Cloverdale Ave, Toorak | Invoiced | — | $800 |
| Woollahra Project. | Not matched in Trello | — | $990 |
| 11 Crewe street, Bicton | Not matched in Trello | — | $300 |
| 50 Hudson Fysh Avenue, Parap | Not matched in Trello | — | $395 |
| 72 Arcadia Ave, Hindmarsh Island SA | Invoiced | — | $1,050 |
| Banksia Project | Not matched in Trello | — | $2,480 |
| St Mary FRP Mesh | Not matched in Trello | — | $770 |
| Gunyama | Not matched in Trello | — | $1,970 |
| Warnervale makegood | Not matched in Trello | — | $2,650 |
| 22 LAKE STREET, VARSITY LAKES | Not matched in Trello | — | $1,100 |
| Neil Rose | Invoiced | — | $1,020 |
| 284-290 KINGSTON ROAD | Invoiced | — | $750 |
| 20 Flowerdale Road, Hampton East | Invoiced | — | $880 |
| Touma | Not matched in Trello | — | $870 |
| 19 KINANE ST, BRIGHTON VIC | In Progress | — | $3,030 |
⚠️
11 deals not matched to Trello
To link a deal, open it in HubSpot and fill in the “Job Number (Trello)” field with the number from the Trello card (e.g. card #300 12 Droomer Way → enter 300). Dashboard updates on the next report run.
■ CALL ACTIVITY Aircall MTD
Total Call Volume
mtd
708
638 outbound · 70 inbound
Outbound Calls
mtd
638
Calls made by rep
Inbound Calls
mtd
70
Calls received
Missed Calls
high
47
Inbound not answered
Talk Time MTD
mtd
24h 42m
Total connected call duration
Avg Call Duration
per call
2.0m
Mean talk time per call
In : Out Split
ratio
70:638
Inbound vs outbound call ratio
■ VS TEAM AVERAGE
Leads Worked
above avg
52 leads
Team avg: 48.5 leads
↑ Team avg: 48.5 leads
Speed to Lead
below avg
42.0h
Team avg: 37.7h
↓ Team avg: 37.7h
Conversion Rate
below avg
32.5%
Team avg: 50.9%
↓ Team avg: 50.9%
Avg Deal Size
below avg
$1,258
Team avg: $1,566
↓ Team avg: $1,566
Call Volume
above avg
708 calls
Team avg: 572.0 calls
↑ Team avg: 572.0 calls
■ COMMISSION
Est. Commission MTD
below
$0.00
Won Revenue: $31,445
Threshold: Not Met ($31,445 / $50,000). All revenue treated as new-client rate.
Threshold Status
watch
Not Met ($31,445 / $50,000)
$50,000 monthly won revenue required
'
← Team
WT
Sales Rep
■ PIPELINE
Won Deals MTD
ok
32
Closed Won this month
Won Revenue MTD
ok
$38,049
Total value of won deals
Active Leads
live
96
In active pipeline stages
■ PERFORMANCE
Conversion Rate
ok
25.0%
Won ÷ (Won + Active)
Avg Deal Size
mtd
$1,189
Won revenue ÷ won count
Speed to Lead
watch
48.5h
Lead created → first contact
Sales Cycle
ok
23d
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS 30-day window
| Deal | Trello Stage | Last Activity | Value |
|---|---|---|---|
| Spec Home | Invoiced | — | $1,089 |
| 2 Forest Hill Close | Invoiced | — | $847 |
| Mclean building developments | Invoiced | — | $671 |
| 🟡 Akuna Ecoscapes | Invoiced | — | $880 |
| Northline Building | Not matched in Trello | — | $1,617 |
| Reach Civil | Not matched in Trello | — | $913 |
| 🟡 Tocae Group | Not matched in Trello | — | $2,541 |
| 🔴 NCF1 Pty Ltd | Not matched in Trello | — | $759 |
| 🔴 Level Up Tas | Invoiced | — | $539 |
| 🟡 Nqcustombuild | Not matched in Trello | — | $957 |
| 🔴 mccormick constructions | Not matched in Trello | — | $649 |
| Nelson / Valdora | Invoiced | — | $913 |
| 16 McDonald St, Como WA 6152 | Not matched in Trello | — | $275 |
| GHC Building Solutions Pty Ltd | Invoiced | — | $2,904 |
| Queensland Landscape Builders | Invoiced | — | $693 |
| 93 Linderman Road | Invoiced | — | $572 |
| Energize electrical - New Deal | Invoiced | — | $847 |
| Sierra Hills | Invoiced | — | $1,837 |
| B&T Building | Invoiced | — | $1,111 |
| Sione Ala Electrical | Invoiced | — | $374 |
| Osterley Avenue | Invoiced | — | $726 |
| Hall Street | Invoiced | — | $594 |
| Trojan fire | Invoiced | — | $1,034 |
| 2 Hill Court, Traralgon, 3844 | Invoiced | — | $847 |
⚠️
7 deals not matched to Trello
To link a deal, open it in HubSpot and fill in the “Job Number (Trello)” field with the number from the Trello card (e.g. card #300 12 Droomer Way → enter 300). Dashboard updates on the next report run.
■ CALL ACTIVITY Aircall MTD
Total Call Volume
mtd
819
713 outbound · 106 inbound
Outbound Calls
mtd
713
Calls made by rep
Inbound Calls
mtd
106
Calls received
Missed Calls
high
27
Inbound not answered
Talk Time MTD
mtd
21h 52m
Total connected call duration
Avg Call Duration
per call
1.6m
Mean talk time per call
In : Out Split
ratio
106:713
Inbound vs outbound call ratio
■ VS TEAM AVERAGE
Leads Worked
above avg
96 leads
Team avg: 48.5 leads
↑ Team avg: 48.5 leads
Speed to Lead
below avg
48.5h
Team avg: 37.7h
↓ Team avg: 37.7h
Conversion Rate
below avg
25.0%
Team avg: 50.9%
↓ Team avg: 50.9%
Avg Deal Size
below avg
$1,189
Team avg: $1,566
↓ Team avg: $1,566
Call Volume
above avg
819 calls
Team avg: 572.0 calls
↑ Team avg: 572.0 calls
■ COMMISSION
Est. Commission MTD
below
$0.00
Won Revenue: $38,049
Threshold: Not Met ($38,049 / $50,000). All revenue treated as new-client rate.
Threshold Status
watch
Not Met ($38,049 / $50,000)
$50,000 monthly won revenue required
'
← Team
LR
Sales Head
■ PIPELINE
Won Deals MTD
ok
2
Closed Won this month
Won Revenue MTD
ok
$5,120
Total value of won deals
Active Leads
live
0
In active pipeline stages
■ PERFORMANCE
Conversion Rate
ok
100.0%
Won ÷ (Won + Active)
Avg Deal Size
mtd
$2,560
Won revenue ÷ won count
Speed to Lead
watch
—
Lead created → first contact
Sales Cycle
watch
—
Deal created → Closed Won
■ WON DEALS — TRELLO STATUS 30-day window
| Deal | Trello Stage | Last Activity | Value |
|---|---|---|---|
| Zavamar - New Deal | Not matched in Trello | — | $2,480 |
| 117 Osborne and 119 Berry - Alex Hurst | Invoiced | — | $2,640 |
⚠️
1 deal not matched to Trello
To link a deal, open it in HubSpot and fill in the “Job Number (Trello)” field with the number from the Trello card (e.g. card #300 12 Droomer Way → enter 300). Dashboard updates on the next report run.
■ CALL ACTIVITY Aircall MTD
Aircall data not available for this rep.
■ VS TEAM AVERAGE
Leads Worked
below avg
0 leads
Team avg: 48.5 leads
↓ Team avg: 48.5 leads
Speed to Lead
n/a
—
Team avg: 37.7h
Conversion Rate
above avg
100.0%
Team avg: 50.9%
↑ Team avg: 50.9%
Avg Deal Size
above avg
$2,560
Team avg: $1,566
↑ Team avg: $1,566
Call Volume
n/a
—
Team avg: 572.0 calls
← Team
JB
Jamail Bagano
Accountant■ TIME & UTILIZATION — MTD
Billable Hours
156.6h
Total Hours
156.6h
Utilization
100.0%
← Team
BJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
74.2%
74.2%
Billable ÷ Total tracked hours
Billable Hours
mtd
179.8h
Hours on billable client projects
Non-Billable Hours
admin
62.5h
001–005 admin / training projects
Total Hours Tracked
mtd
242.2h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 35 Chauncey Street, Heathcote | 49.4h |
| 77 Castlereagh St | 45.0h |
| 642 Homestead Rd, Mataranka | 40.3h |
| Ingenia Communities North Shore | 31.9h |
| 72 Arcadia Ave, Hindmarsh Island | 13.1h |
| Total Billable | 179.8h |
← Team
IG
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
78.5%
78.5%
Billable ÷ Total tracked hours
Billable Hours
mtd
161.9h
Hours on billable client projects
Non-Billable Hours
admin
44.3h
001–005 admin / training projects
Total Hours Tracked
mtd
206.1h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| Dudley St, Wallan - Stage 2 | 50.2h |
| 33 One Mile Close Boat Harbour | 35.2h |
| 8 Wayfield Road, Glenhaven | 30.9h |
| 93 Linderman Road | 17.8h |
| 40 Pendlebury Road Cardiff - BM Sample Project | 13.4h |
| Tarro | 9.4h |
| McDonald's Bridgeman Downs | 2.3h |
| Icon – Regency House | 1.7h |
| 237 Grote Street, Adelaide | 1.0h |
| Total Billable | 161.9h |
← Team
CR
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
79.2%
79.2%
Billable ÷ Total tracked hours
Billable Hours
mtd
160.4h
Hours on billable client projects
Non-Billable Hours
admin
42.1h
001–005 admin / training projects
Total Hours Tracked
mtd
202.5h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 47–49 Napier St, Deniliquin | 65.8h |
| 9 Evelyn Street South Coogee | 37.7h |
| Marangaroo Golf Club | 36.4h |
| Mix Lot | 12.8h |
| Spec Home | 6.2h |
| 2 Hill Court, Traralgon | 1.5h |
| Total Billable | 160.4h |
← Team
DJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
78.2%
78.2%
Billable ÷ Total tracked hours
Billable Hours
mtd
160.0h
Hours on billable client projects
Non-Billable Hours
admin
44.6h
001–005 admin / training projects
Total Hours Tracked
mtd
204.6h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 109A Werril | 48.9h |
| 41 – 43 Vero Apartment | 35.8h |
| Urban Tadka — Sienna Wood Town Centre | 20.3h |
| 67-69 Coolangatta Drive | 19.8h |
| St Mary FRP Mesh | 17.1h |
| 47–49 Napier St, Deniliquin | 13.5h |
| 18-20 Scott Grove, Glen Iris (Amendments) | 2.4h |
| 26 BULLEN ST | 2.1h |
| Total Billable | 160.0h |
← Team
RA
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
70.4%
70.4%
Billable ÷ Total tracked hours
Billable Hours
mtd
151.5h
Hours on billable client projects
Non-Billable Hours
admin
63.8h
001–005 admin / training projects
Total Hours Tracked
mtd
215.3h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| The Village Green | 37.0h |
| Badgingarra Workers Accommodation | 36.1h |
| KFC Morayfield, Brisbane | 26.7h |
| 282 Esplanade, Mt Martha - Excavation | 14.6h |
| 2 Hill Avenue | 13.5h |
| Rosanna Golf Course | 13.2h |
| Honour Village Stage 19 | 9.7h |
| 28 Oxley Way, Woorim, Bribie Island | 0.8h |
| Total Billable | 151.5h |
← Team
RB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
69.5%
69.5%
Billable ÷ Total tracked hours
Billable Hours
mtd
145.2h
Hours on billable client projects
Non-Billable Hours
admin
63.9h
001–005 admin / training projects
Total Hours Tracked
mtd
209.1h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| Dudley St, Wallan - Stage 2 | 54.6h |
| SOL Apartments - Stage 1 & 2 | 19.0h |
| 108 Pumicestone Rd, Caboolture | 17.9h |
| Nelson / Valdora | 17.4h |
| 14 Osbourne Pde, Lake Illawarra | 15.7h |
| Osterley Avenue | 14.0h |
| 105 Seventh Ave, Joslin | 4.4h |
| 33 One Mile Close Boat Harbour | 2.2h |
| Total Billable | 145.2h |
← Team
JM
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
68.3%
68.3%
Billable ÷ Total tracked hours
Billable Hours
mtd
144.9h
Hours on billable client projects
Non-Billable Hours
admin
67.2h
001–005 admin / training projects
Total Hours Tracked
mtd
212.1h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| Pullenvale Pool House | 34.1h |
| Banksia | 32.5h |
| 20 Flowerdale Road, Hampton East | 32.0h |
| 14 Osbourne Pde, Lake Illawarra | 21.8h |
| Trade Scope of Works (SOW) - Project 313 | 17.3h |
| Spec Home | 4.9h |
| Neil Rose Sanctuary | 2.3h |
| Total Billable | 144.9h |
← Team
KL
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
68.3%
68.3%
Billable ÷ Total tracked hours
Billable Hours
mtd
143.2h
Hours on billable client projects
Non-Billable Hours
admin
66.6h
001–005 admin / training projects
Total Hours Tracked
mtd
209.9h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| Ingenia Communities North Shore | 34.1h |
| 117 Osborne and 119 Berry | 32.3h |
| 526 Kooyong Road, Caulfield South | 20.4h |
| 13 VERRINDER RD | 15.8h |
| 22 Lake Street, Varsity Lakes | 15.5h |
| 6 Tyrone St Ormond | 9.2h |
| Gunyama | 8.6h |
| Duke Road Main House | 7.4h |
| Total Billable | 143.2h |
← Team
DJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
82.0%
82.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
142.3h
Hours on billable client projects
Non-Billable Hours
admin
31.3h
001–005 admin / training projects
Total Hours Tracked
mtd
173.7h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 397 Glentanna Road, Dalveen | 51.5h |
| Ingenia Communities North Shore | 32.5h |
| 2 Summerhill Road | 26.0h |
| Sister Kate's Aged Care | 19.7h |
| 57 Flinders St, West Gladstone | 12.6h |
| Total Billable | 142.3h |
← Team
VH
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
71.2%
71.2%
Billable ÷ Total tracked hours
Billable Hours
mtd
141.6h
Hours on billable client projects
Non-Billable Hours
admin
57.3h
001–005 admin / training projects
Total Hours Tracked
mtd
198.9h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| Brisbane 3-Storey Townhouses | 32.3h |
| 2 Summerhill Road | 26.0h |
| Lot 10, 7-19 Alana Cr Keysborough | 24.1h |
| 46 Hardings Lane, Glenrae | 22.9h |
| Trade Scope of Works (SOW) - Project 219 | 9.0h |
| Trade Scope of Works (SOW) - Project 338 | 8.3h |
| 12 DROOMER WAY, TARNEIT | 7.7h |
| 6 Tyrone St Ormond | 6.6h |
| 282 Esplanade, Mt Martha | 3.0h |
| 2 Forest Hill Close | 1.6h |
| 24A Drumalbyn Road, Bellevue Hill | 0.3h |
| Total Billable | 141.6h |
← Team
RG
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
66.6%
66.6%
Billable ÷ Total tracked hours
Billable Hours
mtd
135.8h
Hours on billable client projects
Non-Billable Hours
admin
68.1h
001–005 admin / training projects
Total Hours Tracked
mtd
203.9h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 32 Mulloon St Queanbeyan | 50.9h |
| 92 Corlette Street, Cooks Hill | 47.6h |
| 35 Merindah Road, Baulkham Hills | 28.1h |
| 11 Crewe Street, Bicton | 8.5h |
| 24 Cloverdale Ave, Toorak | 0.8h |
| Total Billable | 135.8h |
← Team
PB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
61.6%
61.6%
Billable ÷ Total tracked hours
Billable Hours
mtd
134.8h
Hours on billable client projects
Non-Billable Hours
admin
84.0h
001–005 admin / training projects
Total Hours Tracked
mtd
218.8h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 32 Mulloon St Queanbeyan | 36.6h |
| 117 Osborne and 119 Berry | 33.7h |
| Gunyama | 31.4h |
| Worrigee Public School — Civil Works | 15.0h |
| Brisbane 3-Storey Townhouses | 7.7h |
| Duke Road Main House | 4.3h |
| 284-290 KINGSTON ROAD | 2.1h |
| 24A Drumalbyn Road, Bellevue Hill | 2.0h |
| 12 DROOMER WAY, TARNEIT | 2.0h |
| Total Billable | 134.8h |
← Team
CB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
73.5%
73.5%
Billable ÷ Total tracked hours
Billable Hours
mtd
129.7h
Hours on billable client projects
Non-Billable Hours
admin
46.7h
001–005 admin / training projects
Total Hours Tracked
mtd
176.4h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 45 Lilac Avenue, Lochinvar | 42.1h |
| 33 One Mile Close Boat Harbour | 35.1h |
| Lesmurdie | 18.1h |
| 40 Pendlebury Road Cardiff - BM Sample Project | 13.4h |
| Alice Springs Camp | 9.9h |
| 50 Hudson Fysh Avenue, Parap | 9.1h |
| 4 Willmott Ave, Daw Park | 2.1h |
| Total Billable | 129.7h |
← Team
JA
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
58.8%
58.8%
Billable ÷ Total tracked hours
Billable Hours
mtd
117.3h
Hours on billable client projects
Non-Billable Hours
admin
82.2h
001–005 admin / training projects
Total Hours Tracked
mtd
199.5h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 267 Olympic Pde, Maiden Gully | 50.6h |
| 13-15 McRorie Court, Cambridge | 41.5h |
| 117 Seamists Dr, Arthurs Seat | 9.6h |
| WOW & Big W Wagga Wagga | 8.8h |
| 9 Evelyn Street South Coogee | 3.8h |
| Enda House | 1.8h |
| 5A Barloa Road, Mont Albert | 1.1h |
| Total Billable | 117.3h |
← Team
CS
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
70.9%
70.9%
Billable ÷ Total tracked hours
Billable Hours
mtd
113.7h
Hours on billable client projects
Non-Billable Hours
admin
46.6h
001–005 admin / training projects
Total Hours Tracked
mtd
160.3h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 45 Lilac Avenue, Lochinvar | 42.0h |
| 34b Clarecastle Ret, Mindarie | 26.2h |
| Worrigee Public School — Civil Works | 22.1h |
| Trade Scope of Works (SOW) - Project 338 | 13.4h |
| Lot 107, 32 Sapsford St, Northgate | 4.1h |
| Goonellabah SES | 4.0h |
| Duke Road Main House | 2.0h |
| Total Billable | 113.7h |
← Team
LA
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
70.7%
70.7%
Billable ÷ Total tracked hours
Billable Hours
mtd
107.1h
Hours on billable client projects
Non-Billable Hours
admin
44.3h
001–005 admin / training projects
Total Hours Tracked
mtd
151.4h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 3 Coral Sea - Phase 2 | 23.1h |
| 87 Queens Road | 23.0h |
| 24 Cloverdale Ave, Toorak | 21.8h |
| 119 Skene St, Warrnambool | 14.0h |
| Unit 15 / 11 Waruda Street, Kirribilli | 13.5h |
| 6-10 Miles Street, Mulgrave | 11.2h |
| McDonald's Bridgeman Downs | 0.5h |
| Total Billable | 107.1h |
← Team
AE
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
46.7%
46.7%
Billable ÷ Total tracked hours
Billable Hours
mtd
104.3h
Hours on billable client projects
Non-Billable Hours
admin
119.1h
001–005 admin / training projects
Total Hours Tracked
mtd
223.4h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 340 Lardner Road, Warragul West | 45.0h |
| Hall Street | 12.6h |
| 16 Collington Avenue Brighton | 10.9h |
| 25 Tivendale Road, Officer | 10.1h |
| GPT Warehouse 3 | 9.6h |
| Holland Estate St 1, Kilcunda | 7.5h |
| 16 McDonald St, Como | 5.8h |
| Stoney Creek Stage 1, Drouin | 2.8h |
| Total Billable | 104.3h |
← Team
KJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
46.2%
46.2%
Billable ÷ Total tracked hours
Billable Hours
mtd
80.0h
Hours on billable client projects
Non-Billable Hours
admin
93.2h
001–005 admin / training projects
Total Hours Tracked
mtd
173.2h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| Enda House | 34.2h |
| 267 Olympic Pde, Maiden Gully | 22.9h |
| 85-87 Birriga Rd, Bellevue Hill | 13.9h |
| Southern Suburbs Community Centre | 9.0h |
| Total Billable | 80.0h |
← Team
BB
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
11.5%
11.5%
Billable ÷ Total tracked hours
Billable Hours
mtd
22.0h
Hours on billable client projects
Non-Billable Hours
admin
169.9h
001–005 admin / training projects
Total Hours Tracked
mtd
191.9h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 65 Argyle Street - Radiology Clinic | 13.1h |
| Cranbourne-Frankston Road | 8.9h |
| Total Billable | 22.0h |
← Team
RV
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
2.5%
2.5%
Billable ÷ Total tracked hours
Billable Hours
mtd
5.1h
Hours on billable client projects
Non-Billable Hours
admin
196.7h
001–005 admin / training projects
Total Hours Tracked
mtd
201.9h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| 19 Kinane St, Brighton | 3.1h |
| 85 Gibbs Rd, Kenthurst - 2 | 2.1h |
| Total Billable | 5.1h |
← Team
ML
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.9%
0.9%
Billable ÷ Total tracked hours
Billable Hours
mtd
2.0h
Hours on billable client projects
Non-Billable Hours
admin
218.8h
001–005 admin / training projects
Total Hours Tracked
mtd
220.8h
All time logged this month
■ PROJECT BREAKDOWN — MTD
| Project | Billable Hrs |
|---|---|
| Aidacare Epping | 2.0h |
| Total Billable | 2.0h |
← Team
CJ
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
242.2h
001–005 admin / training projects
Total Hours Tracked
mtd
242.2h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
DF
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
237.1h
001–005 admin / training projects
Total Hours Tracked
mtd
237.1h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
DG
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
200.6h
001–005 admin / training projects
Total Hours Tracked
mtd
200.6h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.
← Team
BH
Estimator
■ TIME & UTILISATION — MTD
Utilisation Rate
0.0%
0.0%
Billable ÷ Total tracked hours
Billable Hours
mtd
0.0h
Hours on billable client projects
Non-Billable Hours
admin
215.1h
001–005 admin / training projects
Total Hours Tracked
mtd
215.1h
All time logged this month
■ PROJECT BREAKDOWN — MTD
No billable project hours this month.