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Financial Dashboard
Financial overview
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Quarterly Anomalies
latest complete quarter
Threshold
15%
Raw
Adjusted
Monthly Net Income
raw · as booked in QuickBooks
Monthly Net Revenue
USD · GAAP basis
Inventory as % of Revenue
monthly variation from purchase timing
Quarterly Net Revenue
complete quarters only
Expense Breakdown
trailing 12 months
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Cap X
COMING SOON
Pending Items
Decisions and their action items across all meetings · upcoming meetings
Decisions and Action Items
Meetings
Owners' decision log — agenda, decisions, and action items
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Notes
Shared company notes — anyone can post, anyone can read
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Files
Every document across Equipment Tab, Meetings Tab, Notes Tab, and Files Tab — searchable, deletable, with an Archived bucket for orphans
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Equipment
Roster of machines, tools, and future purchases
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QC Specifications
FAS Plus+ grade — allowable defects by species and width range
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Personnel
Employee documents — handbook, forms, and applications
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Employees
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People
Invite team members and manage who has access.
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