Dashboard Addon: Profitability
Know which services make you money and which ones don't. This panel adds revenue vs. cost breakdowns, profit margins, and a ranked view of your most and least profitable work — right inside your command center.
Before & After
Your command center shows revenue, pipeline, and follow-ups — but you can't tell which jobs actually make money. You're busy, but are you busy with the right work?
Revenue looks healthy, but you have no idea if your margins are 40% or 4%.
A new panel on your dashboard shows margin per service type, color-coded green/yellow/red. You can see instantly:
- Full renovations: 38% margin (green)
- Maintenance contracts: 52% margin (green)
- Emergency callouts: 11% margin (red)
Now you know which work to pursue and which to reprice.
What You Need
- Business Command Center — set it up first if you haven't
- Two Tabs + Month-End data — revenue from your Inbound/Outbound sheet, expenses from month-end
- 5 minutes — just tell Claude your cost categories and it builds the panel
Tell Claude Your Cost Categories
Claude needs to know what goes into each type of job you do. Tell it:
[Service 1]: [cost categories — labor, materials, travel, etc.]
[Service 2]: [cost categories]
[Service 3]: [cost categories]
I want to see which services are most profitable."
Don't worry about exact numbers yet. Claude will pull revenue from your Inbound/Outbound sheet and expenses from your month-end data, then map them to these categories.
Claude Adds the Profitability Panel
Tell Claude:
Claude reads your existing dashboard skill, adds the new panel, and saves the updated version. Next time you say "morning" or "open dashboard", the profitability data shows up automatically.
What You've Built
- Profit margin per service type, color-coded on your dashboard
- Revenue vs. cost bar chart so you can see the gap at a glance
- Ranked view of most and least profitable services
- Data that updates every time you run your dashboard
Now when someone asks "should we take on more of those jobs?", you have the answer on your screen.
Keep Building Your Dashboard
Profitability is one piece of the picture. Add more panels to see your business from every angle.
Want help wiring up your full dashboard?
Book a Starter Session (90 min)Or do it yourself — everything on this page is free.
Skill: Dashboard Addon: Profitability
What this is for: Add a profitability panel to the user's existing Business Command Center dashboard. This panel shows revenue vs cost per job type, profit margins, and most/least profitable services.
When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL.