Use your @sqn.co.nz account
Management
| Branch | Revenue | Margin | Jobs | Avg Turnaround | Hours | Rev / Hour |
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| Job # ▲ | Branch ▲ | Site ▲ | Client ▲ | Last on Site ▲ | Draft Produced ▲ | Report Approved ▲ | Days to Draft ▲ | Days to Approved ▲ | Days to Invoice ▲ | Total ▲ | Paid ▲ | Days to Pay ▲ | Outstanding ▲ | Data | Exclude |
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Live from Xero · SQN Consulting Ltd · accrual basis. Branch columns reflect Xero tracking; the Total column is the organisation figure.
| Client | Invoice # | Job # | Branch | Due Date | Days Overdue | Amount Due |
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Live from Xero · every AUTHORISED (open) sales invoice, aged from its due date. Worst-overdue first.
| Cost-centre | Revenue | Net |
|---|
Financials: Xero branch tracking (accrual) · Budget: Xero Budget Manager (per-branch, this month) · Turnaround: business days from Alpha Tracker milestones, with % hitting target · Days to Paid & Outstanding: matched Xero invoices · Hours: timesheet Sheet. Revenue/hour shown only above 40h of logged time (coverage is uneven).
| Branch | Open Jobs | WIP | Delivered, Not Invoiced |
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| Job | Client | Site | Stage | Value | Invoiced | WIP | Age |
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| Job | Client | Site | Status | Age |
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| Staff | Timesheets | Safety Checks | Reports On Time | Vehicle entered | PPE entered | NCRs entered |
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| Branch | Annual | Sick | Total |
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| Staff | Type | Dates | Hours this month |
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Anything marked unsafe, non-compliant or needing repair. Items taken out of service are pinned at the top. Resolving the last issue on an asset clears its flag but does NOT put it back in service — that stays a human decision, made in Equipment.
Registration, WOF and servicing, from the checks themselves.
Kit nobody owns, and kit that has never been checked. Both should trend to zero.
So you chase a person, not a matrix.
| Job | Site | Progress | Turnaround | Delivered ? | Opened | Hours | Invoiced |
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| Date | Staff | Job | Site | Hazards | Flags |
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| Reference | From | Site | Outcome | Value | Date |
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| Risk / Issue | Action / Mitigation | Status |
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| Opportunity | Action to Pursue | Status |
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