29 proposed measures:Monday10Xero8Not yet available11
Sales
9 measures
Pipeline by deal stageMonday
Sales Pipeline · deal stage, value
Deals by ownerMonday
Sales Pipeline · assigned person
Customer lookup (contact, company, email)Monday
Sales Pipeline + Contacts board
→ Names are text, not linked — clean up during housekeeping
Quotes sent count & valueMonday
Quotes Sent board
Sales total / monthMonday
Monthly Tracker
→ Confirm it sums won deals consistently
Win rateMonday
Won ÷ (Won + Lost)
New enquiriesNot yet available
—
→ Add a created date or enquiry source column
Stale quotes (no movement)Not yet available
—
→ Track 'last stage change' date
Pipeline forecastNot yet available
—
→ Add probability % and expected close date per deal
Production
6 measures
Factory schedule by weekMonday
Factory Schedule board
Delivery statusMonday
Delivery status column
Remedials listMonday
Remedials board
Stuck jobsNot yet available
—
→ Agree a 'stuck' status or days-without-update rule
Remedials %Not yet available
—
→ Link remedials to job # and count installed jobs
On-time delivery %Not yet available
—
→ Promised vs actual delivery date
Finance
11 measures
Deposit / progress / final per jobMonday
Monday invoice columns today
→ Move to Xero as source of truth, match on job #
Paid & unpaid invoicesXero
Invoices
Overdue invoices & chase listXero
Invoices · due date
Receivables ageingXero
Aged receivables report
Average days to get paidXero
Invoice issued vs paid dates
Bank balanceXero
Bank accounts
Supplier bills dueXero
Bills (accounts payable)
Profit & loss by monthXero
P&L report
GST dueXero
GST report
Margin by jobNot yet available
—
→ Job costing: tag bills with job # (tracking category)
Cash flow forecastNot yet available
—
→ Won jobs × payment stages, minus bills
Ideas for later
3 measures
Weekly owner email digestNot yet available
—
→ Scheduled summary of the overview
Alerts (job stuck, invoice 30d+ overdue)Not yet available
—
→ Agree thresholds
Lead source / marketing ROINot yet available
—
→ Capture where each enquiry came from