Sample data A fictional contractor, Example Flooring Ltd. The figures reset every night.
Step 1 of 4
Your morning
What's been won, what's out and what's owed, added up from the records further down.
Tuesday 13 October 2026 · Example Flooring Ltd
Good morning, Alex
8 things need you today.
Step 2 of 4
What needs you today
Chase a quote or mark an invoice paid and the figures in step 1 move.
Needs your attention
8-
EF-INV-2059 is 25 days overdue
Example Leisure Trust owes £2,525.40 after CIS on valuation for Gym floor replacement, Wigan.
-
EF-INV-2061 is 8 days overdue
Example Construction Ltd owes £6,243.83 after CIS on valuation for Care home bathrooms, Bury.
-
Example Developments Ltd viewed EF-Q-2026-0185 12 days ago
Office floors 1–2, Salford, £35,660.76. Last chased 8 days ago.
-
Example Health Partnership viewed EF-Q-2026-0189 4 days ago
Surgery refurb, ground floor, Rochdale, £14,594.57. Nobody has chased it yet.
-
First half of retention due now on EF-J-0123
£466.99 from Example Schools Trust for School corridors, phase 1, Oldham.
-
Second half of retention due in 15 days on EF-J-0101
£479.80 from Example Health Partnership for Surgery refurb, Bolton.
-
Variation on EF-J-0121 not invoiced
£3,480.00 agreed with Example Construction Ltd on Care home bathrooms, Bury.
-
See the job
EF-J-0126 margin is 4.6 points under estimate
Office floors 3–4, Stockport: running at 17.9% against 22.5% quoted, 60% complete.
Your quote
Price a job in the quoting demo and it lands here.
It joins the pipeline above, and you can follow it from sent to won to on site.
Price a jobStep 3 of 4
Trends
Quotes won and lost, CIS deducted and how each job is tracking against its estimate.
Quotes won and lost
Value of quotes decided each month, ex VAT.
CIS deducted by tax month
This tax year, by payment date. Tax months run from the 6th to the 5th.
Margin against estimate
Jobs on site and finished in the last 60 days. Red is 3+ points under.
Step 4 of 4
The records
The quotes, jobs and invoices every figure above is worked out from.
Jobs on site
| Job | Client | Done | Quoted margin | Running margin | Variations | Finish |
|---|---|---|---|---|---|---|
| EF-J-0121 Care home bathrooms, Bury |
Example Construction Ltd | 72% | 23.4% | 23.8% | £3,480.00 not invoiced |
7 Nov |
| EF-J-0124 Reception and breakout, Altrincham |
Example Developments Ltd | 71% | 18.4% | 17.2% | – | 27 Oct |
| EF-J-0126 Office floors 3–4, Stockport |
Example Property Management Ltd | 60% | 22.5% | 17.9% | – | 2 Nov |
| EF-J-0127 Office refurb, second floor, Altrincham |
Example Builders Ltd | 30% | 22.5% | 22.4% | – | 17 Nov |
| EF-J-0128 Reception and breakout, Salford |
Example Developments Ltd | 11% | 18.4% | 19.5% | – | 20 Nov |
Overdue invoices
| Invoice | Due | Owed after CIS | |
|---|---|---|---|
| EF-INV-2059 Example Leisure Trust · Valuation |
18 Sep 3 weeks, 4 days late |
£2,525.40 | |
| EF-INV-2061 Example Construction Ltd · Valuation |
5 Oct 1 week, 1 day late |
£6,243.83 |
Retention held
| Job | Held | Next half |
|---|---|---|
| EF-J-0123 Example Schools Trust · 3% |
£933.98 |
£466.99 on 7 Oct 2026
due within 30 days |
| EF-J-0101 Example Health Partnership · 5% |
£479.80 |
£479.80 on 28 Oct 2026
due within 30 days |
| EF-J-0102 Example Care Homes Ltd · 5% |
£263.46 | £263.46 on 9 Jan 2027 |
| EF-J-0103 Example Construction Ltd · 5% |
£271.31 | £271.31 on 23 Feb 2027 |
| EF-J-0104 Example Property Management Ltd · 5% |
£552.42 | £552.42 on 13 Mar 2027 |
| EF-J-0105 Example Care Homes Ltd · 5% |
£225.67 | £225.67 on 20 Mar 2027 |
| EF-J-0106 Example Care Homes Ltd · 5% |
£170.36 | £170.36 on 25 Mar 2027 |
| EF-J-0107 Example Health Partnership · 5% |
£487.69 | £487.69 on 15 Apr 2027 |
Recent quotes
| Quote | Client | Value | Status | Sent |
|---|---|---|---|---|
| EF-Q-2026-0192 Office floors 3–4, Ashton-under-Lyne |
Example Property Management Ltd | £27,514.10 | Sent | 13 Oct |
| EF-Q-2026-0191 Classroom block refurb, Wigan |
Example Construction Ltd | £20,855.95 | Viewed chased 11 Oct |
8 Oct |
| EF-Q-2026-0190 Gym floor replacement, Wigan |
Example Construction Ltd | £17,306.50 | Sent | 6 Oct |
| EF-Q-2026-0189 Surgery refurb, ground floor, Rochdale |
Example Health Partnership | £14,594.57 | Viewed | 4 Oct |
| EF-Q-2026-0188 Retail unit refit, Rochdale |
Example Property Management Ltd | £11,129.59 | Viewed chased 11 Oct |
2 Oct |
| EF-Q-2026-0187 Dental practice refit, Wigan |
Example Health Partnership | £8,330.20 | Viewed chased 10 Oct |
2 Oct |
| EF-Q-2026-0186 Surgery refurb, Ashton-under-Lyne |
Example Construction Ltd | £22,889.87 | Viewed chased 9 Oct |
1 Oct |
| EF-Q-2026-0185 Office floors 1–2, Salford |
Example Developments Ltd | £35,660.76 | Viewed chased 5 Oct |
27 Sep |
| EF-Q-2026-0184 Reception and breakout, Rochdale |
Example Developments Ltd | £33,581.42 | Lost | 18 Sep |
| EF-Q-2026-0183 Nursery refurb, Oldham |
Example Schools Trust | £27,632.51 | Viewed chased 13 Oct |
17 Sep |
About this live dashboard example
This is the morning screen for Example Flooring Ltd, a made-up commercial flooring subcontractor in Greater Manchester. Every figure is a real sum over its sample quotes, jobs and invoices: the pipeline, win rate, overdue valuations, retention still held and CIS deducted this tax year. The buttons in "Needs your attention" change those records, so chase a quote or mark an invoice paid and the figures move. Price a job in the quoting demo and it turns up here as your quote.
A dashboard built for you would read your own Xero, spreadsheets and job records instead. See custom dashboards and reporting for how we build them.