The problem
How much work is booked? Which jobs are waiting on parts? What’s finished but hasn’t been billed?
The answers are in different places. Putting them together takes another spreadsheet and another round of questions.
How it could help
Bring the numbers you need into one report. See the details behind them, such as the job waiting on a delivery or the bill missing a few hours of staff time.
A shop might need sales and stock together. A contractor might need job costs and booked work. An attraction might need booking numbers to plan staff hours.
Plan for what’s coming
Look at past weeks or seasons to see when you get busy, what keeps causing delays, and which customers may need a follow-up. Use that information to help plan staff hours and orders.