Robert Turner financials
SR-2455 · Retail roof replacement · Production complete
Final contract
$18,950
Collected
$6,000
Remaining
$12,950
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.
Payment sources
Robert Turner
Expected $18,950 · Received $6,000
Remaining
$12,950
Payment timeline
- Sep 2Customer deposit received$6,000Received
- Sep 22Financing draw expected$12,950Expected
Change orders
No change orders yet.
Revised contract$18,950
Financial health
Healthy
Target margin32.0%
Receivable statusOpen
Final invoiceDraft
Next financial action
Collect final payment
Outstanding receivables
Robert Turner$12,950
Expected Sep 22
Commission
SalespersonDevon Carter
Commission typePercentage of gross profit
Rate16%
Estimated commission$1,000
Final commission$1,107
StatusEstimated
Final invoice
Contract$18,950
Payments-$6,000
Balance$12,950
StatusDraft
Prototype only. No invoice is delivered and no payment is processed.
Financial closeout
5 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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