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KPI Dashboards · Pacific Northwest Trades
KPI Dashboards for Contractors in Oregon, Washington & Idaho
One report. Every week. Revenue, margin, accounts receivable, job costs. You stop guessing and start managing your business from real numbers.
The problem
What kpi dashboards means for a trades business.
A KPI dashboard for a trades business is a weekly or monthly report that tells you, clearly and quickly, the most important things happening in your operation. Revenue generated, margin by job type, accounts receivable aging, job cost actuals versus estimates, technician utilization, and whatever other metrics matter most for your specific business model. We serve HVAC, plumbing, electrical, and roofing contractors across the Pacific Northwest.
The reason most trades businesses don't have this is that building it requires connecting multiple data sources: your FSM platform, your accounting software, and sometimes your payroll system. When those systems aren't talking to each other correctly, reliable reporting isn't possible. We fix the underlying data connections first, then build the reporting on top.
You get a clean weekly summary of the numbers that matter most to your business
Revenue is visible in real time, not at month-end
Margin by job type, division, or technician is available without manually pulling data
Accounts receivable aging shows you what's outstanding and what's overdue
Job cost actuals versus estimates are tracked and visible
You can see trends developing before they become problems
Signals you need this
Who needs this.
Trades owners who get to the end of the month without a clear picture of what happened financially
Businesses where financial reporting comes from the CPA once a quarter and isn't usable in real time
Contractors who want to know their margin by technician but don't have a way to pull that data
Businesses growing toward $5M or more where gut-feel management isn't enough
Three or more and there's real money sitting in the gap. Usually it's not one big leak. It's a few small ones that compound every month.
Before and after
Without a KPI dashboard vs. With Sentric's weekly reporting
What we build
One report. Every week. Real numbers.
The weekly scoreboard
Revenue, margin, A/R, and job costs in one view that lands on schedule. You stop asking and start knowing.
Margin by service type
Which work is worth doing at your prices, and which is keeping the trucks busy for nothing. Visible, finally.
Numbers everyone can stand behind
Performance conversations grounded in documented data instead of impressions and recollections.
We build it inside the tools you already pay for. If your field service platform and your accounting software can talk to each other, we make them. If something genuinely has to change, we'll say so and tell you why, but the tool was rarely the problem.
How it works
Three steps. No homework.
Walk one job
Thirty minutes. We take a real job, warts and all, and follow it from the day you sold it to the day the money hit the account. Every place it catches gets written down. You keep what we find whether you ever hire us or not.
Rank the friction
KPI Dashboards might not even be your biggest leak. If something else is costing you more, we'll tell you and start there instead.
Build it and run it
We build the fix, train your people on it, and stay on it until it holds. Then we take the next one. Everything we build is documented and yours, whether you keep us for a year or just a month.
Questions
What owners ask us first.
Do you require long-term contracts?
No. Month to month. You stay because the work is delivering.
What cities do you serve?
We serve trades contractors throughout Oregon, Washington, and Idaho. See the full city list below.
How long does implementation take?
Most system builds run 30 to 60 days depending on the state of your current setup. The free audit tells us what we are working with before we scope the build.
Can you work with our existing bookkeeper or CPA?
Yes. Our work is on the operational and technology side. We make sure your financial partners get clean, accurate data to work with.
How is this different from hiring an office manager?
An office manager executes inside whatever systems exist. We build the architecture and manage it so the systems stay current as the business grows.
What trades do you work with?
HVAC, plumbing, electrical, and roofing contractors doing $2M to $8M in annual revenue across Oregon, Washington, and Idaho.
What does the free 30-minute audit cover?
We review your current systems, find where margin or time is leaking, and tell you what it is costing. No pitch and no commitment.
Do you implement or only advise?
We implement and manage. We configure your tools, document your processes, and run the systems ongoing.
Where we work
KPI Dashboards across the Northwest.
All work is remote, so location never changes what we can do. These pages cover the market specifics for each city.
Portland, ORSalem, OREugene, ORBend, ORMedford, ORHillsboro, ORGresham, ORCorvallis, ORAlbany, ORGrants Pass, ORRoseburg, ORKlamath Falls, OR
Seattle, WASpokane, WATacoma, WAVancouver, WABellevue, WAKennewick, WAYakima, WABellingham, WAOlympia, WAEverett, WA
Related
Related systems we also manage
Thirty minutes is enough to find out if this is a problem in your operation.
The audit is free. No pitch. No commitment. A straight read on where your systems stand.
Book 30 MinutesNo long-term contract. No commitment. No homework after the call.