Sample company. Birchwood Fence Co is not a customer: its books are generated every day, and this is its real dashboard, read-only. On your own account every tile opens.

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Birchwood Fence Co
Forecast: D

Over the past year, revenue grew 12%, but gross margin slipped from 38% to 35%. At this pace the year ends at a D, and Commercial Chain-Link (21% of revenue at a 0% margin) is what decides it.

The five areas behind it

Your grade over time

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BCDF455055606570758085Jun 21Jul 22Aug 23Sep 24Oct 25Sep 26

Worth a closer look

KPI Dashboard

Your key numbers against industry benchmarks

These tiles show 2026 Year to Date. Your grade above reads the 12 months through September 2026, so the same number can differ between them.

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Gross Profit MarginCaution
34.5%
Target: >40%From your data

What each band means

Needs attentionbelow 30%
Caution30%–40%
Healthy40% and up

Yours: 34.5% · Caution

Covering overheadCaution
1.15x
Target: >1.2xFrom your data

What each band means

Needs attentionbelow 1.00x
Caution1.00x–1.20x
Healthy1.20x–10x
Needs attention10x and up

Yours: 1.15x · Caution

Net Profit MarginOff target
4.4%
Target: >10%From your data

What each band means

Needs attentionbelow 5%
Caution5%–10%
Healthy10% and up

Yours: 4.4% · Needs attention

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Overhead % of RevenueCaution
30.03%
Target: 0–25%From your data

What each band means

Healthybelow 25%
Caution25%–35%
Needs attention35% and up

Yours: 30.03% · Caution

Labor % of RevenueOff target
30.35%
Target: 15–22%Estimate

What each band means

Needs attentionbelow 10%
Caution10%–15%
Healthy15%–22%
Caution22%–30%
Needs attention30% and up

Yours: 30.35% · Needs attention

Marketing % of RevenueOn track
6.84%
Target: 5–15%Estimate

What each band means

Needs attentionbelow 2%
Caution2%–5%
Healthy5%–15%
Caution15%–25%
Needs attention25% and up

Yours: 6.84% · Healthy

Insurance % of RevenueOn track
4.22%
Target: 2–5%Estimate

What each band means

Needs attentionbelow 1%
Caution1%–2%
Healthy2%–5%
Caution5%–8%
Needs attention8% and up

Yours: 4.22% · Healthy

Material Cost % of RevenueCaution
35.2%
Target: 0–35%Estimate

What each band means

Healthybelow 35%
Caution35%–45%
Needs attention45% and up

Yours: 35.2% · Caution

Budget vs. Actual VarianceOff target
-9.75%
Target: -5–5%Estimate

What each band means

Needs attentionbelow -5%
Healthy-5%–5%
Caution5%–15%
Needs attention15% and up

Yours: -9.75% · Needs attention

Revenue Growth (YoY)On track
11.8%
Target: >5%From your data

What each band means

Needs attentionbelow 0%
Caution0%–5%
Healthy5% and up

Yours: 11.8% · Healthy

Margin by product lineProduct line (QuickBooks Class) · 2026 Year to Date
$2.36M total · 34.5%

Each bar is a dollar of that line's sales: the colored part is gross profit, the gray part is cost. The marks are the margin bands: green 40% and up, amber 30% to 40%, red under 30%.

100% of revenue and 100% of costs carry a product line.

Field overhead of $66K (crew trucks, fuel, small tools, shop, safety) is spread by each line’s field labor: crew wages, subcontractors and payroll burden in job cost. 100% of your field labor carries a product line.

How this is calculated, and off which field ›

For each line: revenue minus the costs carrying that same tag, divided by that revenue.

A dollar lands on a line because of the Class field on each line of your invoices and bills in QuickBooks. Nothing here is inferred from the job name or the customer: if the field is blank, the dollar goes to the untagged row instead of being guessed at.

100% of your revenue and 100% of your costs carry that field over this period.

"After field overhead" takes the line's gross profit, subtracts its share of $65,911 of field overhead (crew trucks, fuel, small tools, shop, safety, booked as overhead in your books), and divides by its revenue. The share follows the field labor tagged to the line: crew wages, subcontractors and payroll burden in job cost. 100% of your field labor carries the Class field, and the rest of the pool stays with the untagged work. A line with no field labor tagged to it shows no figure. It is a StashGrade reading beside the books' margin, not a change to it. The overhead accounts counted: Vehicles & Fuel, Equipment Rental.

Margin by job386 ranked jobs active 2026 Year to Date · job lifetimes · biggest first
$2.62M · best case 28.9%
Woodward SolarCommercial Chain-Link$70K0%
Woodward Dog Park AssociationCommercial Chain-Link$60K-8%
Grand River BuildersCommercial Chain-Link$52K-4.6%
Northline Self StorageCommercial Chain-Link$39K0%
Ironwood LogisticsCommercial Chain-Link$37K0%
Maple Grove Self StorageCommercial Chain-Link$36K-8%
Wolverine Auto GroupCommercial Chain-Link$35K-8%
CostGross profit

100% of job costs carry a job, so these margins are slightly better than the truth. Materials are the usual gap.

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Days to Get Paid (DSO)On track
30 days
Target: <30 daysEstimate

What each band means

Healthybelow 30 days
Caution30 days–45 days
Needs attention45 days and up

Yours: 30 days · Caution

Receivables Over 60 DaysCaution
15%
Target: 0–10%From your data

What each band means

Healthybelow 10%
Caution10%–25%
Needs attention25% and up

Yours: 15% · Caution

Current RatioOn track
6.2x
Target: >1.5xFrom your data

What each band means

Needs attentionbelow 1.00x
Caution1.00x–1.50x
Healthy1.50x and up

Yours: 6.2x · Healthy

Working Capital
$426,318
From your data
Go deeper
Gross revenue by category$2,362,325
Cedar / Wood Privacy — Revenue
$808,229
Commercial Chain-Link — Revenue
$498,908
Vinyl / PVC Fence — Revenue
$449,016
Ornamental Aluminum — Revenue
$381,664
Repairs & Service — Revenue
$224,508
Go deeper
Bid Win RateOn track
35.98%
Target: 35–60%From your data

What each band means

Needs attentionbelow 25%
Caution25%–35%
Healthy35%–60%
Caution60%–75%
Needs attention75% and up

Yours: 35.98% · Healthy

Labor Cost VarianceCaution
8.38%
Target: -5–5%Estimate

What each band means

Needs attentionbelow -5%
Healthy-5%–5%
Caution5%–15%
Needs attention15% and up

Yours: 8.38% · Caution

COGS by Category$1,548,347
COGS — Commercial Chain-Link — Materials
$277,537
COGS — Cedar / Wood Privacy — Materials
$243,149
COGS — Commercial Chain-Link — Field Labor
$227,480
COGS — Cedar / Wood Privacy — Field Labor
$226,184
COGS — Vinyl / PVC Fence — Materials
$142,738
COGS — Ornamental Aluminum — Materials
$119,301
COGS — Vinyl / PVC Fence — Field Labor
$100,524
COGS — Ornamental Aluminum — Field Labor
$89,873
COGS — Repairs & Service — Field Labor
$72,839
COGS — Repairs & Service — Materials
$48,722
Material Cost VarianceOn track
0.56%
Target: -5–5%Estimate

What each band means

Needs attentionbelow -5%
Healthy-5%–5%
Caution5%–15%
Needs attention15% and up

Yours: 0.56% · Healthy

Go deeper
Avg Public Rating
4.3

What reviews keep saying

on schedulerecommend themcrew was politegreat communicationcleaned up afterstraight linesfair pricequality cedargate works greatscheduling
CautionEstimate
Public Reviews
197
Estimate
Online PresenceCaution
68%
Target: >70%Estimate

What each band means

Needs attentionbelow 40%
Caution40%–70%
Healthy70% and up

Yours: 68% · Caution

New Reviews / mo
2
Estimate
Go deeper
Employees
11
Estimate
Revenue / Employee
$244,715
On trackEstimate

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