💸
Busy but not more profitable
You have jobs coming in, but it is hard to tell which customers, services, or teams are actually driving profit.
Power BI dashboards for service businesses
Find the money leaking out of your business.
Forge Analytics turns your QuickBooks, job, invoice, customer, and spreadsheet data into one simple Owner Profit Dashboard — so you can see revenue, cash flow, job performance, and profit leaks without digging through five systems.
Built in Power BI
QuickBooks-friendly
No risky admin access for pilot
Designed for busy owners
You already have the data. It’s just trapped.
Most service businesses are not missing information. They are missing one clear view that tells the owner what changed, what matters, and what needs action.
🧾
Invoices get buried
Open invoices, aging balances, and slow-paying customers quietly create cash flow pressure.
🧩
Reports live everywhere
QuickBooks, CRM tools, scheduling software, spreadsheets, and manual reports all tell part of the story.
The offer
The Owner Profit Dashboard
A simple Power BI dashboard for contractors and service businesses that want to see revenue, jobs, customers, invoices, and profit leaks in one place.
- ✓Revenue and job performance by month, service, customer, and team member.
- ✓Open invoices, overdue invoices, and accounts receivable aging.
- ✓Customer and service trends that show where the business is growing or slipping.
- ✓A profit leak page built to highlight what deserves attention this week.
1. Executive Summary
$184KRevenue
$41KOpen AR
126Jobs
$1.46KAvg Job
2. Jobs & Sales
38%Install
27%Repair
19%Maintenance
16%Other
3. Cash Flow & AR
$16K0-30 Days
$11K31-60 Days
$8K61-90 Days
$6K90+ Days
4. Profit Leaks
12Slow Invoices
8Low-Margin Jobs
17Lost Estimates
3Declining Services
Built to be simple on purpose.
The pilot starts with structured exports instead of complicated APIs. That keeps the project fast, low-risk, and focused on proving value.
Quick fit call
We identify your systems, pain points, and the numbers you wish you could see every week.
Send exports
You provide QuickBooks, job, invoice, customer, or spreadsheet exports using a simple checklist.
Dashboard build
Forge Analytics cleans, models, and visualizes the data in Power BI.
Insight review
You get a dashboard walkthrough plus the key things your numbers are telling you.
Pilot offer
Start small. Find value fast.
$500 setup
$500/mo for 4 months
Designed for the first few service business case studies. Simple, focused, and built to prove whether better visibility can help you make better decisions.
Claim a Pilot Spot →What’s included
- ✓One Owner Profit Dashboard in Power BI.
- ✓Up to two primary data sources for the pilot.
- ✓Revenue, jobs, invoices, customers, and AR views.
- ✓Profit leak / action page.
- ✓Monthly dashboard check-in and small improvements.
- ✓Optional automation roadmap after the pilot proves value.
Standard pricing after pilot spots: $1,500 setup + $500/month.
Questions owners usually ask.
Clear answers. No software goblin language.
Do I need to give you admin access?
No. For the pilot, we usually start with structured exports from systems like QuickBooks, job software, or spreadsheets. If automation makes sense later, we can discuss limited users, connectors, or APIs.
What systems can this work with?
QuickBooks, Excel, CSV exports, CRM tools, job software, scheduling systems, and many cloud tools. The first step is simply figuring out where your revenue, invoices, jobs, customers, and payments currently live.
Is this only for contractors?
No, but service businesses are the best fit: HVAC, plumbing, electrical, roofing, landscaping, cleaning, remodeling, field services, and other owner-led companies.
How often does the dashboard update?
The pilot can be weekly or monthly depending on how often you send exports. Automated refresh can be added later if the business case is there.
What makes this different from QuickBooks reports?
QuickBooks reports are useful, but they rarely show the full operating picture. The dashboard combines accounting, job, invoice, customer, and manual business data into one view built around owner decisions.
Ready to see what your numbers are trying to tell you?
Book a free Dashboard Fit Call. We’ll review your systems, your biggest reporting headaches, and whether an Owner Profit Dashboard makes sense for your business.
Book by Email → View Pricing