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Weekly Operations Review

Type this week into the blue cells on the left. Run the meeting off the right.

SALES THIS WEEK
DELIVERY THIS WEEK
MONEY THIS WEEK

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 endingNew leadsQuotes sentJobs wonRevenue bookedJobs completedOn timeCallbacksLabor hoursCash collectedCash paid outCash in bankPast due 30+Close rateOn-time rateRevenue, 4-wk avgWhat happened
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Where that leaves you

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The full workbook adds the tabs this page cannot: a monthly log, a dashboard with charts, and your own copy that works offline in Google Sheets or Excel. One purchase, no subscription.

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Weekly Operations Review — the full workbook

Same formulas as this calculator, plus the tabs, the charts and a 12-month history that this page cannot hold. Google Sheets and Excel. One purchase, no subscription.

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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.

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