Sample report
This is what you see when you connect
A complete StashGrade readout on a sample fence company, exactly as the dashboard shows it. Real product, seeded books, nothing hidden behind a signup.
All numbers below come from a seeded demo company, not a real customer.
First: the straight answer
One grade for the whole business
The demo company grades a B, 84 out of 100. Profitability and cost discipline are carrying it. Cash is the weak pillar, and the readout says exactly why: too much revenue is sitting in unpaid invoices.
Under the grade sits the one move that would raise it the most. Not a report to interpret. A next step.
84/100
StashGrade
2 pts to B+⚡ Free up the cash you can’t see
+6 pts → A−About $90K is parked in invoices over 60 days old. Pull it in before chasing new work and your cash score jumps the most of any move.
Then: which work actually pays
Margin by fence type, extrapolated from the books
The demo company's chart of accounts does not split revenue by fence type. Almost nobody's does. StashGrade reads what is there and extrapolates the segment split anyway. Here is the readout:
| Segment | Gross margin | Note |
|---|---|---|
| Vinyl / PVC | 55% | best margin, smallest segment |
| Ornamental aluminum | 52% | |
| Cedar / wood privacy | 48% | |
| Repairs & service | 12% | |
| Commercial chain-link | −12% | lost $241K in 2025 |
The owner of this company saw a healthy 30% blended margin. The readout shows commercial chain-link losing money on every job while vinyl carries the company. That is the finding the blended number was hiding.
The number that lies
Your blended margin hides the loser
One company-wide number looks fine, so you keep bidding the same way. Split it by job type and the average turns out to be winners carrying a line that bleeds on every job.
What your books show
30%
company gross margin
Looks fine
What StashGrade sees
Commercial chain-link lost money on every job. The blended 30% hid it.
Then: the money leaks
The charges nobody was watching
The savings monitor flags a double-billed invoice, a vendor whose rate crept up, and a subscription nobody remembers buying. Each finding links to the exact transaction, so the fix is a phone call, not a forensic project.
You pay on repeat
$3,260/mo
3 vendors worth a look
Worth your time
3 things
$3,680 to recover
Money to recover
Backed by your exact transactions.
Master Halco: invoice #INV-44821 entered 2 times
The same $3,680 bill shows up twice in one month. That is what paying an invoice twice looks like.
What to do: confirm it was not paid twice. If it was, ask Master Halco for a refund or a credit.
Show the 2 transactions →
Finally: the plan
A CFO and a coach who already read the books
The advisor takes the findings above and turns them into a sequence: chase the aged invoices first, reprice the losing segment second, cancel the duplicate charges today. Ask it anything about the numbers and it answers from the actual books.
Board meeting CFO · Coach
Both advisors agree on the one move: collections. Your 43% gross margin is healthy, so the jobs are priced right. The catch is timing. About $90K is sitting in invoices over 60 days. Pull it in and you fund the next season from your own books, not a loan.
See the ranked plan (5) →
What's the single biggest lever for me this quarter?
Collections, by a mile. Your margins are fine, so do not touch pricing yet. Tightening terms and chasing the oldest invoices frees about $90K of cash and moves your grade to A−. Here is the order to work it.
Now run it on your books
Connect QuickBooks, upload a CSV, or export from your job software. Your version of this report takes about five minutes, and the free plan covers it.
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