Open pipeline
Win rate
Active projects
Backlog remaining
Ready to invoice
Outstanding A/R
Billed against collected
Rolling six months, filtered selection
Billed
Collected
Workload by discipline
Active contract value
Projects requiring attention
Past due, stalled, unassigned or complete but unbilled
Upcoming deadlines
Next 45 days, soonest first
Proposals open
Weighted forecast
Value × stage probability
Average deal
Open proposals
Won this year
Lost this year
Gone quiet
No contact in 21+ days
Open proposals by stage
Count and value in each stage
Win rate by discipline
Decided proposals only
Proposal register
Every open proposal, oldest contact first
Ready to invoice
Invoiced, unpaid
Past due
Over 60 days
Collected YTD
Average days to pay
Paid invoices, this year
A/R aging
Unpaid balance by age
Revenue by client
Invoiced this year, largest first
Ready to invoice
Milestone signed off, no invoice raised
Outstanding invoices
Unpaid, most overdue first
Report
Operations & Billing — executive
Sheet
RPT-01 / 03
Revision
A — sample
Refresh
Daily 06:00
Prepared by
BI Consulting Services