Cathy — Yard Performance
What's out of band, who owns it, and the next action.
Account health
Every account, scored against your benchmarks. Left of the red line needs action.
25 needing action · 21 on watch of 63 accounts$1.03M of net sales sits below the lineBubble size = net sales YTD
Net sales MTD
$1.28M
YTD $8.91M of $12.00M
Quote conversion
31%
quoted → invoiced
Open pipeline
$413k
10 open quotes
Accounts in YMS
3,418
512 contactable
Yard Health
Base 60, plus drivers measured against your benchmarks
20/ 100
Quote follow-up-12
$90k open past 7 days
Gross margin-8
37.9% vs healthy 42%
Credits ratio-6
4.8% vs max 5%
Contact readiness-10
17% of accounts have email vs 60% target
WO → INV gap-4
4 days vs 3 allowed
Needs attention
Ranked by dollars at stake
Quote Q-10391 is 14 days old
Redpath Mining Services · no contact route on file · Tom Reyes
Quote Q-10288 is 47 days old
Ironbridge Civil · no contact route on file · Marcus Boyd
Quote Q-10315 is 26 days old
Redpath Mining Services · no contact route on file · Tom Reyes