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SimPRO
Status On Target Monitor Action Required Informational Thresholds: GM ≥75% ✓ · Util ≥65% ✓ · Overdue <£100K ✓ · YoY >0% ✓
YoY Growth
−3.3%
Jan+Feb vs 2025
Total Debtors Overdue
£294K
chase to convert to cash
WIP Unbilled
£123K
291 jobs · invoice now
Team Utilisation
49%
vs 65% target · −16pts
Monthly Revenue · 2025 Full Year vs 2026 YTD · Red markers = monthly budget · Yellow/amber markers = actual
FY2026 Revenue Budget £2,500,000 Invoiced YTD: £335K −13.1% Full-year forecast: £1,834K Forecast delta to budget: −£666K (−26.6%)
£335K · 13.4%
£0
Q1 End
£625K
H1 End
£1.25M
Q3 End
£1.875M
Target
£2.5M
Revenue invoiced YTD
Today's position based on working days (£10,121/day)
2025 Revenue (full year)
2026 Revenue YTD (Jan–Mar)
Monthly budget (per working day)
Top Clients · 2026 YTD
Jobs Pipeline
Daily Avg Jobs
14.2
completed / day
Open / Queued
291
jobs in progress
Status Breakdown
Services · 2026 YTD
All Clients · 2025 vs 2026 YTD
Click headers to sort
Service Lines · 2025 vs 2026
Monthly Revenue · 2025 vs 2026
2025
2026
Partial
Monthly KPI Table · Rev / Jobs / Avg Value
Quarterly Summary & 2026 Forecast
Team Utilisation
48.9%
▼16.1pts vs 65% target
Non-Prod Hrs / Yr
4,910h
9 engineers annualised
Cost of Lost Time
£113K/yr
at £23/hr labour cost
Revenue Opportunity
£600K
closing gap to 65%
Avg Rev / Billed Hr
£362
all engineers
Best Performer
64%
Paul Campbell
Utilisation by Engineer · Scheduled vs Billed
≥60%
50–59%
<50%
Engineer Detail · Jan 2025 – Mar 2026
Total Outstanding
£347K
all unpaid inc not-yet-due
91+ Days Overdue
£154K
156 invoices — bad debt risk
61-90 Days Overdue
£36K
escalate immediately
31-60 Days Overdue
£85K
chase this week
0-30 Days Overdue
£0-30d £85K
within 30 days overdue
Not Yet Due
£49.6K
within terms
Aged Receivables Breakdown
Slowest Payers (avg days to pay · 14d terms)
Top Clients by Total Owed
Outstanding by Client · Full Aged Breakdown
All terms 14 days
⚠ Oldest Invoices — Potential Bad Debt
Revenue YTD
£335K
Jan–Mar · see Performance →
Gross Margin
Enter in Sage panel →
EBITDA
Enter in Sage panel →
Accounts Payable
Enter in Sage panel →
Net Cash Position
AR minus AP
Stock Value
Enter in Sage panel →
CapEx YTD
Enter in Sage panel →
Accounts Receivable
£324K
Live · from SimPRO
Overdue AR
£294K
84% of AR overdue
P&L SUMMARY · YTD 2026
Revenue YTD · Live from SimPRO
£335,052
Jan £166,812 · Feb £138,873 · Mar £29,367
Gross Profit · derived from GM%
Enter Gross Margin % in Sage panel →
Overheads · from Sage
Total fixed costs YTD
EBITDA · from Sage
Enter EBITDA in Sage panel →
📈
Monthly Revenue Trend
2025 vs 2026 · quarterly · forecast → Performance tab
CASH FLOW BRIDGE · Working Capital
SAGE · UPDATE
● Saved locally
Period
P&L
Cost of Sales (£)
Gross Margin %
Overheads (£)
EBITDA (£)
Balance Sheet
Accounts Payable (£)
Stock / Inventory (£)
CapEx YTD (£)
Cash at Bank (£)
Open Quotes
47
£284K pipeline value
Won YTD
£198K
31 quotes converted
Lost / Expired
£67K
12 quotes lost
Win Rate
72%
by value · YTD 2026
Avg Quote Value
£6,042
open quotes avg
PIPELINE · BY STAGE
TOP OPEN QUOTES · BY VALUE
QUOTE CLIENT STAGE VALUE
MONTHLY BOOKINGS · WON
WIN / LOSS BREAKDOWN YTD
OPEN QUOTE VALUE BY CLIENT (not invoiced revenue)