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Amanda Whitfield financials

SR-2418 · Insurance roof replacement · State Farm · Production complete

Financial health: Healthy
Final contract
$29,420
Collected
$21,250
Remaining
$8,170
Actual cost
Restricted
Gross profit
Restricted
Actual margin
Restricted

Sales view: contract, customer balance and your commission only. Company cost and margin detail is hidden.

Insurance financial flow

Original insurance scope$24,980
Approved supplement+$3,470
Customer upgrade+$970
Final contract$29,420
Deductible$2,500
Carrier responsibility
$25,950

State Farm approved scope plus approved supplement.

Customer responsibility
$3,470

Deductible plus selected upgrades.

Concept view only. Actual carrier and homeowner obligations are governed by the policy and signed contract.

Payment sources

State Farm
Expected $25,950 · Received $18,750
Remaining
$7,200
Partial
Amanda Whitfield
Expected $3,470 · Received $2,500
Remaining
$970
Partial

Payment timeline

  1. Aug 27Customer deposit received$2,500Received
  2. Sep 8State Farm ACV payment received$14,200Received
  3. Sep 16State Farm supplemental payment received$4,550Received
  4. Sep 20Customer upgrade paymentUpgrade to impact resistant ridge$970Invoiced
  5. Sep 25Final carrier depreciation expected$7,200Expected

Supplements

Supplement #1 · State Farm
Approved4 days in status
SubmittedAug 26
Requested$3,470
Approved$3,470
Items4
Drip edge +$1,220Ice and water shield +$740Ridge cap +$610Two-story labor +$900

Change orders

Change order #1 · Decking replacement
+$1,120
Original$0
Added$1,120
Customer approvedYes
PaidYes
Revised contract$29,420

Financial health

Healthy
Target margin30.0%
Receivable statusOpen
Supplement statusApproved
Final invoiceDraft
Next financial action
Collect final payment

Outstanding receivables

Amanda Whitfield$970
Due now
State Farm$7,200
Expected Sep 25

Commission

SalespersonSarah Mitchell
Commission typePercentage of gross profit
Rate17.5%
Estimated commission$1,558
Final commission$1,577
StatusEstimated

Final invoice

Contract$29,420
Payments-$21,250
Balance$8,170
StatusDraft

Prototype only. No invoice is delivered and no payment is processed.

Financial closeout

6 of 9 completeFinancial closeout not complete

Who can see what

Financial permissions concept

Salesperson: contract, customer balance and own commission.

Production manager: budget, actual production cost and variance.

Owner or admin: every financial figure across the company.

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