Your Monday morning report, automated
The Flash Report replaces the manual weekly summary email with a live, always-current dashboard. Pull it up in a browser, share a link with ownership, or display it on the office screen — the numbers update automatically from Sage.
What’s included
- Revenue Summary — MTD vs. prior month, YTD vs. prior year with variance
- Gross Margin % — current week and rolling trend chart
- Gross Profit Dollars — earned vs. budget this period
- Top 10 Jobs by Revenue — ranked active job list with margin per job
- Open AR Snapshot — total outstanding and 30/60/90+ day aging balance
- Cash Position — bank balance as of today directly from Sage
Available filters
Date Range • Division • Job Type • Salesperson
Who it’s for
- Owners who want a one-page briefing before the week kicks off
- Office managers presenting to principals without building a spreadsheet
- Controllers who currently email a manual Excel summary each Monday
- Leadership teams running weekly all-hands or operations reviews
⚠️ Requires a DataXcel Subscription — choose the plan that fits your team:
Explorer — $200/mo
1 user • data warehouse access • buy reports à la carte • 3 training sessions
View Explorer →Get It All — $799/mo
20 users • all 61 dashboards ($17,580 value) included • unlimited access
View Get It All →Both plans require a one-time $2,500 onboarding & setup fee.
📊 Try it live — no login required
Explore a live demo of this dashboard using real sample data. Filters, charts, and drilldowns all work — no account needed.
🔗 Open Live Demo →