Owner Accountability
Click an owner to filter the Live Dashboard.
| Owner | Open | Decision | Overdue | Balance |
|---|---|---|---|---|
| Unassigned | 43 | 43 | 0 | $87,220.00 |
| Crissy | 6 | 6 | 4 | $41,473.25 |
| Chris | 4 | 4 | 4 | $220,700.00 |
| Eric | 3 | 3 | 3 | $51,725.00 |
| Jack | 2 | 2 | 0 | $7,674.52 |
| Production | 1 | 1 | 1 | $16,600.00 |
Data Quality
Administrative gaps in the default Live Dashboard.
Missing Owner
43
Missing Next Action
45
Missing Job Type
3
Missing Customer Update
51
Visible Jobs
6
Matches current filters
All Tracked
134
Includes hidden statuses
Critical
4
Escalation or serious delay
Action Required
2
Follow-up or watch
Needs Decision
6
Top 15 shown below
Actions Due
4
Due today or overdue
Open Contract Balance
$463,622.77
34 active jobs
Collection Priority
$51,274.52
6 collectible jobs
Needs Decision
The 15 highest-priority jobs requiring management direction, escalation, customer follow-up, change-order review, or payment action.
| Health | Job # | Customer | Reason | Type | Phase / Status | Owner / Next Action | Customer Update | Balance |
|---|---|---|---|---|---|---|---|---|
| Red | 25991CODOR | Cristhian Codorniu | Change Order | Roofing | Production Setup 35d / 5d target · In Progress |
Red overdue | $18,524.00 | |
| Red | 261162GOLDI | Ty Golding | Next Action Overdue | Roofing | Ready to Schedule 25d / 7d target · In Progress |
Missing - Red | $17,049.25 | |
| Red | 261131GOLDI | Ty Golding | Next Action Overdue | Repair Work | Ready to Schedule 35d / 7d target · In Progress |
Red overdue | $0.00 | |
| Red | 261173MEDVE | Kelli J Medvesky | Next Action Overdue | Warranty Service Call | Production Setup 57d / 5d target · In Progress |
Red overdue | $0.00 | |
| Yellow | 261152PIERL | Mary Pierlott | Customer Update | Windows | Waiting on Materials 57d / 70d target · In Progress |
Missing - Red | $3,150.00 | |
| Yellow | 261161OLSON | Kate Olson | Customer Update | Doors | Waiting on Materials 57d / 70d target · In Progress |
Missing - Red | $2,750.00 |
Live Production Dashboard
| Health | Job # | Customer | Type | Phase / Status | Owner | Next Action | Due | Customer Update | Phase Age | MS Update | Phase Target | Contract | Balance | Delay Reason |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Red | 25991CODOR | Cristhian Codorniu | Roofing | Production Setup 35d / 5d target · In Progress |
Crissy | Schedule work | 2026-08-25 | Red overdue | 35 | 35 | 5 | $57,774.00 | $18,524.00 | |
| Red | 261162GOLDI | Ty Golding | Roofing | Ready to Schedule 25d / 7d target · In Progress |
Crissy | Ready to schedule | 2026-08-25 | Missing - Red | 25 | 25 | 7 | $22,549.25 | $17,049.25 | |
| Yellow | 261152PIERL | Mary Pierlott | Windows | Waiting on Materials 57d / 70d target · In Progress |
Crissy | Waiting on windows from Pella | Missing - Red | 57 | 123 | 70 | $4,650.00 | $3,150.00 | ||
| Yellow | 261161OLSON | Kate Olson | Doors | Waiting on Materials 57d / 70d target · In Progress |
Crissy | Order PELLA Slider | Missing - Red | 57 | 117 | 70 | $4,400.00 | $2,750.00 | Pella didnt order the door | |
| Red | 261131GOLDI | Ty Golding | Repair Work | Ready to Schedule 35d / 7d target · In Progress |
Crissy | Schedule Install | 2026-08-25 | Red overdue | 35 | 161 | 7 | $950.00 | $0.00 | |
| Red | 261173MEDVE | Kelli J Medvesky | Warranty Service Call | Production Setup 57d / 5d target · In Progress |
Crissy | Needs warranty siding | 2026-08-04 | Red overdue | 57 | 105 | 5 | $0.00 | $0.00 |