Top Notch Relocators
PNL Snapshot
Simple mock-data revenue and profit cards. This is not accounting software.
Revenue this month
$840
Completed job payments
Mock expenses
$205
Seeded job expenses
Estimated profit
$635
Revenue minus mock expenses
Pipeline value
$12,140
Quote/final amounts this month
Mock report
Revenue by source
U-Haul/U-Helper$2,010
Referral$4,040
Website$4,270
Phone$930
Repeat Customer$620
Other$1,850
Mock report
Revenue by move type
Local$4,200
Long Distance$6,200
Packing$520
Office$1,850
Other$950
CRM
Top customers by paid revenue
Robert Owens$840
Lina Chen$620
Alicia Richards$450
Derek Thompson$0
Mei Nguyen$0
Dispatch
Assigned jobs by employee
Devon Price5
Isaac Cole4
Jordan Lee4
Malik Grant3
Anthony Walker2
Samir Patel0