Type this week into the blue cells on the left. Run the meeting off the right.
SALES VS LAST WEEK
New leads—
Quotes sent—
Jobs won—
Revenue booked—
DELIVERY VS LAST WEEK
Jobs completed—
Completed on time—
Callbacks or rework—
Labor hours worked—
MONEY VS LAST WEEK
Cash collected—
Cash paid out—
Cash in bank—
Invoices past due 30+ days—
THE RATIOS THIS WEEK
Close rate (won / quoted)—
On-time rate (aim for 90%)—
Callback rate (jobs you went back to)—
Revenue booked per job won—
Revenue booked per labor hour—
Net cash this week (in minus out)—
Weeks of cash cover at recent spend—
THE HEADLINE
MOVING THE RIGHT WAY (OF 10)—
Revenue booked vs the 4-week average—
Cash in bank vs four weeks ago—
Weekly Log
One row per week, Friday to Friday. Fill it top to bottom with no gaps.
Week ending
New leads
Quotes sent
Jobs won
Revenue booked
Jobs completed
On time
Callbacks
Labor hours
Cash collected
Cash paid out
Cash in bank
Past due 30+
Close rate
On-time rate
Revenue, 4-wk avg
What happened
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Where that leaves you
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Last updated: August 2026
Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.