Executive Dashboard

Executive Summary

Company KPIs, exception inbox, trends, and regional sales overview.

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Reporting period May2026As of 2026-05-20Last refreshed 2026-05-22 13:06:42 UTCViewing MTD165 KPIs · 180 scheduling · 20 variance driversCore executive package loaded. Media leads, CCS revenue, and sales mix require the extended CRO data package.Data may be stale — last refresh 4d ago
Data quality notes (1)

Pending HVAC scheduling for: Gold Medal East. Regional rollups exclude these locations until data is available.

Sales MTD

LaggingOff track

$33.9M

$41.4M → $33.9M

Sales MTD

$33.9M

Source data
As of date
2026-05-20
Origin
Source data
Audit details
Source tab
KPI 1 pager
Cell
T8
Row label
Sales

Gross Profit MTD

Lagging

—

Gross Profit MTD

Source data
As of date
2026-05-20
Origin
Source data

Demand Calls

Lagging

4,898

MTD actual

Demand Calls

Source data
As of date
2026-05-20
Origin
Source data
Audit details
Source tab
KPI 1 pager
Cell
T71
Row label
HVAC Demand

Close Rate

Lagging

78.8%

Budget 83.5%

Close Rate

Source data
As of date
2026-05-20
Origin
Source data
Audit details
Source tab
KPI 1 pager
Cell
T53
Row label
HVAC Demand Close Rate

Sales vs PY

LaggingOff track

-18.2%

PY $41.4M

Sales vs budgetCompany sales are -22.0% vs budget for MTD.
Scheduling signalHVAC same-day scheduling is at or above target company-wide.
Regional pressureMeyers is furthest below budget (-29.5%).

Company trends · MTD

Select a metric — chart compares actual, budget, and prior year

Latest period: May2026

Exception inbox · MTD

Sorted by severity — drill to explain variance

Regions below budget

View all →

Scheduling misses

View all →

All locations meet same-day target.

Margin drivers

View all →
  • NMC bridge net$-9.57M

Leading indicator · HVAC scheduling MTD

Leading indicator — company unweighted average. Financial KPIs elsewhere are lagging.

Same day

79.9%

tgt 16%

Next day

79.3%

tgt 16%

Cancel

16.1%

tgt 16%

View all locations →

Below same-day target

All locations at or above target.

Pending HVAC scheduling: Gold Medal East

Regional overview · Sales MTD

Region ↕Sales ↕vs Budget ▲vs PY ↕
Meyers
8 locations
$9.5M
$12.3M → $9.5M
-29.5%
-22.8%
$12.3M → $9.5M
Delgaldo
5 locations
$7.8M
$9.3M → $7.8M
-25.5%
-15.9%
$9.3M → $7.8M
Horensky
7 locations
$8.3M
$10.4M → $8.3M
-24.7%
-20.4%
$10.4M → $8.3M
Gussen
7 locations
$8.3M
$9.4M → $8.3M
-18.2%
-11.9%
$9.4M → $8.3M
Alexander
0 locations
—
—
—
Misuraca
2 locations
—
—
—

Definitions

Horizon
MTD, QTD, or YTD reporting window selected in the top bar.
Leading vs lagging
Scheduling metrics lead revenue; financial KPIs reflect outcomes already in the books.
Exception inbox
Material negative variances and scheduling misses, sorted for drill-down.
Trend lines
Actual (solid blue), budget (dashed green), and prior year (dashed violet) across loaded snapshots.