Business at a glance
Combined from Tender Management, Job Back Costing, Price Book, and Charge-Out Rates. "Open tenders" matches the Status field in your Tender Register; weighted pipeline is recalculated live from tender value × probability (the source spreadsheet's formula cell was broken).
Open tenders
14
$2,355,000 value · status = Open
Total tender pipeline
$2,437,000
17 tenders across every stage
Weighted pipeline
$20,500
value × win probability, where entered
Monthly cost of operations
$18,341
$13,168 labour + $5,172 opex
Avg recommended charge rate
$120/hr
break-even $84/hr
Active jobs portfolio
$121,442
$15,868 outstanding to invoice
Tender pipeline by status
Value of open/won/lost tenders, by current status
Leads by source
Number of tenders, by where the lead came from
Job gross profit — estimated vs actual
Back-costed jobs in progress
Estimated GP%
Actual GP%
Top monthly operating expenses
Highest cost lines behind your charge-out rate
Today's Punch List
Everything worth doing at the desk today — critical/overdue tenders, invoices to send, payments to chase, and clients due a follow-up — pulled straight from your other tabs, plus anything you add yourself. Tick things off as you go.
Today's progress
The Tender/Invoice/Client suggestions below refresh from your live Tenders, Jobs and Builders data every time you open this tab. Dismiss one you don't need and it won't come back until the underlying item changes. Everything here lives only in this browser tab for this session.
| Task | Category | Priority | Due | Notes |
|---|
Tender Register
Every tender currently tracked, pulled from the Tender Management workbook. Fully editable — new tenders slot in automatically by Priority (Critical first), then by Due Date.
Additions and edits here live only in this browser tab for this session. Use Export as CSV to keep a copy, or share your updated Tender Register with Claude to bake changes into a refreshed dashboard.
| Tender No. | Builder | Project | Value | Prob. % | Weighted | Status | Priority | Due date | Lead source | Lead temp | Estimator | Notes |
|---|
Builders Register
Builder & client contact database, pulled from your Builder Database workbook. Fully editable — add a new contact any time a new builder relationship starts.
Additions and edits here live only in this browser tab for this session. Use Export as CSV to keep a copy, or share an updated Builder Database with Claude to bake changes into a refreshed dashboard.
| Company | Contact | Phone | Website | Lead temp | Stage | Next contact | Last contact | Method | Rating | Client type | Notes |
|---|
Job Back-Costing
Estimated vs. actual cost and margin performance on jobs in progress. Everything below is live — edit any field and totals recalculate the same way the spreadsheet does.
| Job | Builder | Contract | Est. Hrs | Hrs Logged | Hrs Used | Est. margin gross / net |
Act. margin gross / net |
Claimed | Received | Outstanding | Status |
|---|
Price Book
Full-price ("supply & install") rate card, priced the same way your spreadsheet does: materials sub-total + labour hours × rate = job cost, then margin on top, then GST. Add, edit or remove items below — changes apply instantly for the rest of the dashboard (including the Tender Doc Bot).
Pricing assumptions
These drive every item you build below. GST also instantly recalculates every existing item's inc-GST price. Items imported from your original Price Book don't carry a stored materials/labour breakdown, so labour rate/markup/margin changes only apply to items you build here — not those legacy rows (their ex-GST price stays as set, editable manually).
Labour rate ($/hr)
Material mark-up (%)
Margin on total (%)
GST (%)
Build a new item
Pick materials from your Materials Library, add labour hours, and the price builds itself the same way the spreadsheet's Price Book tab does. Change the assumptions above any time and this — and any item you've already built this way — recalculates.
Item name
Category
Materials
| Material (from library) | Qty | Unit sell price | Line total |
|---|
Labour hours
Labour cost
Materials sub-total
Job cost
$0.00
materials + labour
Price to customer (ex-GST)
$0.00
job cost + margin
Total price (inc-GST)
$0.00
Additions and edits here live only in this browser tab for this session (nothing is written back to your spreadsheet automatically). Use Export as CSV to keep a copy, or share your updated Price Book workbook with Claude to bake changes into a refreshed dashboard.
| Category | Item | Price (ex-GST) | Price (inc-GST) |
|---|
Cost of Operations
Everything below is live. Change the available-days breakdown, buffer % or chargeable headcount and every tile, expense line and employee rate recalculates the same way the spreadsheet does.
Available working days (per year)
Drives the daily cost of operations. Available Days = Total Days − Weekend Days − Public Holidays − Annual Leave − Sick Days − Rain Days.
Total days / yr
Weekend days
Public holidays
Annual leave days
Sick days
Rain days
Number of chargeable employees
Operating expense buffer (%)
Standard productivity factor (%)
Available days / yr
$13,168.16
Monthly labour
$13,168.16
Monthly operating expenses
$5,172.40
Total per month
$18,340.57
Daily cost of operations
$1,073.59
COO / hour (raw → 75%)
Operating expenses
Every monthly business expense line. Add new ones as they come up — they flow straight into the monthly & daily cost of operations above, and into every employee's overhead share.
| Account | Expense | Monthly ($) | Yearly (calc) | |
|---|---|---|---|---|
| Total (before buffer) |
Employee charge-out rates
Click a card to open it up and edit that person's numbers — pay, super, leave loading, hours, margin — everything else (break-even, recommended, after-hours and weekend rates) recalculates instantly. After-hours/weekend rates only scale the wage component (per the Award's overtime penalty rates) — super and every other on-cost (leave, uniforms, tools, overhead share) stay fixed, since super isn't payable on genuine overtime and overheads don't change with the time of day worked.
Tender Doc Bot — quick estimate
Upload a tender document or paste its text — the bot finds the electrical items mentioned and prices them straight from your Price Book.
Rough ballpark only. This runs entirely in your browser and scans document text for keyword mentions and quantities — it cannot read plans/drawings or scanned PDFs, and it is not a real takeoff. Always double-check quantities before quoting. For a proper plan read-through with a detailed checklist, drop the same tender documents into a Claude chat and ask it to run the electrical-tender-analyzer skill.
Drop tender documents here, or click to browse
PDF, DOCX or TXT — text-based documents only
…or paste text directly (e.g. from an email or quote request):