Sample data.Every name, address and figure here is made up, so Don and Kyle can see the shape of it. The sample posts on Found use TriStar’s own photos and reviews. The real one reads TriStar’s own AccuLynx, bank, Roofr and SRS invoices.
What came in, what went out, week by week
The P&L you got out of Claude, built every week from your checking account and credit card. Nothing to upload.
- Came in last week
- $38,420
- Went out
- $29,110
- Left over
- $9,310
- Still owed to you
- $41,300
From the bank
Bank and credit card
Before owner pay
From AccuLynx
The last six weeksBank and credit card
| Week of | Came in | Went out | Left over |
|---|---|---|---|
| Aug 10 | $31,200 | $27,950 | $3,250 |
| Aug 17 | $44,800 | $33,100 | $11,700 |
| Aug 24 | $26,450 | $24,300 | $2,150 |
| Aug 31 | $52,300 | $36,900 | $15,400 |
| Sep 7 | $29,700 | $31,850 | −$2,150 |
| Sep 14 | $38,420 | $29,110 | $9,310 |
| Six weeks | $222,870 | $183,210 | $39,660 |
Where last week's money went$29,110
| What | Amount | Share |
|---|---|---|
| Materials, SRS | $14,210 | 48.8% |
| Crew labour | $8,400 | 28.9% |
| Sales commissions | $4,000 | 13.7% |
| Fuel and trucks | $1,120 | 3.8% |
| Dump fees and permits | $690 | 2.4% |
| Other card spending | $440 | 1.5% |
| Marketing | $250 | 0.9% |
Money still out on the streetFrom AccuLynx
| Customer | What for | Owed | Days out | Rep |
|---|---|---|---|---|
| Sandra Rich | Final, replacement | $12,400 | 52 | Travis |
| Glen Mayberry | Insurance, held back | $9,800 | 34 | Marcus |
| Irene Soto | Final, replacement | $8,600 | 21 | Cody |
| Walt Greer | Deposit balance | $6,200 | 12 | Travis |
| Nora Bell | Storm repair | $4,300 | 5 | Marcus |
| Total | $41,300 | |||
Where your leads come fromLast 90 days, sample
| Lead source | Spent | Leads | Signed roofs | Per lead | Per signed roof |
|---|---|---|---|---|---|
| Door knocking | $2,400 | 64 | 11 | $38 | $218 |
| Referrals | $0 | 18 | 7 | $0 | $0 |
| Google ads | $5,400 | 30 | 4 | $180 | $1,350 |
| Bought leads | $7,500 | 52 | 3 | $144 | $2,500 |
| Yard signs | $600 | 9 | 2 | $67 | $300 |
Spent comes from the bank feed. Leads and signed roofs come from the lead source on each AccuLynx job. Owners only.
What the desk noticed
Sep 14
The week of Sep 7 went out more than it brought in
TimingTwo big SRS orders landed the same week the insurance checks were late. It caught up the week after.
52 days
Sandra Rich still owes $12,400
ChaseThe roof was finished in August. It is the oldest money on the street and the biggest.