Year-to-date through Sep 2026 (9 of 12 months elapsed)
—
Vs. 2026 Goal
—
Vs. 2025 (Last Year)
—
Where We Stand
—
Total Revenue – YTD
What do these percentages mean?
Vs. 2026 Goal — percent of target. 100% = exactly on pace. Above 100% means you're ahead of where you should be by this point in the year; below 100% means behind.
Vs. 2025 (Last Year) — percent growth. 0% = flat, identical to last year. A positive number means real growth over the same period last year; negative means it's down.
HOW EACH SERVICE LINE IS DOING
Top half of each card: revenue so far this year vs. the 2026 goal, pro-rated for time elapsed. Bottom half: how that compares to this same period last year.
Overall Pacing
—
One number for the whole business — all 5 categories combined, weighted by revenue.
MONTHLY PACING TREND
Each month's actual revenue vs. that month's flat share of the annual goal. The line at 100% is "exactly on pace" — above it is a strong month, below it is a soft one.
CATEGORY BREAKDOWNS — JOB COUNT & REVENUE BY SERVICE TYPE
Bars are normalized to % share of that category's total — a blue bar and navy bar of the same length mean that service contributes an equal share to category revenue and category job count. Longer blue than navy = punches above its weight on revenue; longer navy than blue = high volume, lower revenue share.
Performance Goals & Assumptions
How this year's goals were set: real 2025 performance, plus the growth assumption applied on top. Editable anytime in Business Planner.
2026 Goals
Annual targets by category
Category
Jobs/Month
Annual Target
Annual Value
The Math Behind It
Revenue is the real target. Jobs are just what it takes to get there.
Category
2025 Revenue
2026 Goal Revenue
Revenue Growth
Jobs Needed
Jobs Needed assumes the average job value holds steady at the 2025 level. Beating the revenue goal with fewer jobs than this means average job value went up — doing more with less, which is a win, not a shortfall.
Red = behind where we should be right now
Green = on track or ahead
Gold = the goal / target itself
Edit Avg Job Value and Jobs/Month below — everything recalculates instantly. Click Save Goals to make these the real 2026 targets (this writes to the same Goals table Executive reads from — nothing here is a disconnected placeholder).
2025 Actual
—
2026 Goal (Live Total)
—
Difference / % Change
Diff
—
% Change
—
2025 Actual Recap (Real Data)
Category
Total Jobs
Avg / Month
Job Value
Monthly Value
Annual Value
Marketing Planner — next build pass
YoY Benchmarks — next build pass (Avg Job Value live, Cost Per Job/Margin awaiting QuickBooks)
Budget vs Actuals — manual entry, awaiting QuickBooks integration
Campaigns — manual entry, awaiting Google Ads integration
This tool — coming soon
2025 FULL-YEAR RECAP
January 1 – December 31, 2025 · real completed jobs, revenue-bearing only