What it shows
The money view. Whether the shop is profitable, where margin is leaking, and how chemistry costs trend against throughput.
Menu: Plating → KPIs → Finance Dashboard.
Headline tiles
| Tile | What it measures | Watch for |
|---|---|---|
| Revenue MTD | Invoiced value, month-to-date | Trending vs. same month last year |
| Gross Margin % | (Revenue - COGS) / Revenue | Drift below plan = urgent |
| WO Cost Variance | Actual - estimated, per WO | Systemic positive variance = underquoted |
| Chemistry $ / sq ft | Chemistry replenishment cost / plated area | Rising = bath age, poor bath management |
| DSO (Days Sales Outstanding) | Avg days from invoice → payment | Rising = AR aging concern |
| A/R > 60 days | $ of receivables past 60 days | Triggers account-hold conversations |
Trend charts
- Revenue by month — last 24 months, stacked by customer tier
- Margin by process — EN vs. chrome vs. anodize — where we make money
- Chemistry spend vs. throughput — $ of replenishment / thousand parts — efficiency curve
- AR aging bucket — current / 30 / 60 / 90+
Margin leak analysis
The WO Cost Variance tile drills down to a list of WOs where actual cost exceeded estimate by > 15%. Common causes:
- Rework loops not included in the quote
- Chemistry consumption higher than model predicted
- Operator labour over-ran (setup issues, queue time)
- Priority charges / rush fees not invoiced
Fix the pricing rule or the quote template, not just the invoice.
Customer profitability
Click Customer Profitability tab:
- Revenue contribution (last 12 months)
- Gross margin % per customer
- A/R aging per customer
- Red-flag list: customers with margin < 15% or A/R > 60 days
Hard conversations — and the AR Aging → Account Hold escalation — start here.
Chemistry spend
Chemistry-per-sq-ft is the single best leading indicator of bath health. If it's climbing, a bath is either too old (time to dump and remake) or chemistry logging is sloppy (operators guessing instead of titrating).
Month-end
Click Generate Month-End Report for a PDF summary:
- Revenue + margin summary
- Top 10 customers
- WO variance summary
- Chemistry spend
- AR aging
- Open receivables > 60 days
Goes to the CFO / owner automatically on the 1st.
What can go wrong
Revenue looks too low mid-month
Some invoices haven't posted yet. Check Accounting → Draft Invoices — anything waiting? Post them, refresh the dashboard.
Margin tile is red but I know we had a good month
Odoo landed costs might not be allocated. Check COGS per WO on a sample — if the chemistry allocation is missing, update the bath cost allocation rule.
Chemistry $/sq ft spiking but baths are healthy
Check chemistry log data — operators may be over-dosing. Look at replenishment frequency per bath.