Cash balance
$184,200
Up $32,800 (+21.7%) vs last year — favorable
Last year $151,400
Sample data
Harborline Fence
A sample client dashboard for a fictional fence contractor. Orion is the AI lead agent in this example.
Sample as of Oct 19, 2026. Every name, company, and dollar figure is made up.
SAMPLE DATA. Harborline Fence Co. is not a real client. Nothing on this page was pulled from a database.
Financial overview
Cash, receivables, and payables
High-level books through the sample date, compared with the same period last year. More cash is favorable. More receivables or more payables is unfavorable.
Accounts receivable
$96,840
Up $22,630 (+30.5%) vs last year — unfavorable
Last year $74,210
Accounts payable
$61,350
Up $13,470 (+28.1%) vs last year — unfavorable
Last year $47,880
March–October trend
Sample balances, not a forecast. Line color identifies the metric.
Cash
Receivables
Payables
Leads
People asking for a price
Orion, the AI lead agent, captured 3 of 12. The others were typed in from a phone call, email, web form, or referral. Open a row for the contact, rep, updates, and files.
Oct 18, 2026
Ornamental fence — Riverwalk apartments
Orion
Action needed: Call and confirm linear footage
Oct 17, 2026
Wood privacy fence — side yard
Phone
Action needed: Text a photo of the slope
Oct 16, 2026
Chain link with privacy slats — daycare play yard
Web form
Action needed: Bring gate hardware samples Thursday
Oct 15, 2026
Cantilever gate — equipment yard
Email
Action needed: Follow up on the quote sent Monday
Oct 14, 2026
Temporary fence — downtown renovation
Referral
Action needed: Ask who the GC is before pricing
Oct 13, 2026
Sports backstop — west park fields
Orion
Action needed: Confirm post spacing with the parks contact
Oct 10, 2026
Dumpster enclosure — two retail pads
Phone
Action needed: Revise the screen for a taller panel
Oct 9, 2026
Split-rail fence — farm entrance
Web form
Action needed: Note the budget gap and check back in spring
Oct 7, 2026
Ornamental fence — clinic frontage
Email
Action needed: Hand the signed quote to production
Oct 6, 2026
Chain link — storage lot
Referral
Action needed: Measure the drive gate opening
Oct 3, 2026
Wood privacy fence — townhome row
Orion
Action needed: Orion flagged a missing address — call to complete it
Sep 29, 2026
Welded wire fence — community garden
Phone
Action needed: Send a panel photo and post options
| Name | Source | Project | Date | Status | Action needed |
|---|---|---|---|---|---|
(901) 555-0142 mara.ellison@example.com | Orion | Ornamental fence — Riverwalk apartments | Oct 18, 2026 | New | Call and confirm linear footage |
(901) 555-0177 | Phone | Wood privacy fence — side yard | Oct 17, 2026 | Contacted | Text a photo of the slope |
inez.calder@example.com | Web form | Chain link with privacy slats — daycare play yard | Oct 16, 2026 | Site visit scheduled | Bring gate hardware samples Thursday |
owen.brant@example.com | Cantilever gate — equipment yard | Oct 15, 2026 | Quoted | Follow up on the quote sent Monday | |
(901) 555-0104 | Referral | Temporary fence — downtown renovation | Oct 14, 2026 | New | Ask who the GC is before pricing |
parks.desk@example.com | Orion | Sports backstop — west park fields | Oct 13, 2026 | Contacted | Confirm post spacing with the parks contact |
(901) 555-0194 | Phone | Dumpster enclosure — two retail pads | Oct 10, 2026 | Quoted | Revise the screen for a taller panel |
andre.walsh@example.com | Web form | Split-rail fence — farm entrance | Oct 9, 2026 | Lost | Note the budget gap and check back in spring |
(901) 555-0118 simone.hart@example.com | Ornamental fence — clinic frontage | Oct 7, 2026 | Won | Hand the signed quote to production | |
(901) 555-0160 | Referral | Chain link — storage lot | Oct 6, 2026 | Site visit scheduled | Measure the drive gate opening |
| Orion | Wood privacy fence — townhome row | Oct 3, 2026 | New | Orion flagged a missing address — call to complete it | |
(901) 555-0133 felix.drummond@example.com | Phone | Welded wire fence — community garden | Sep 29, 2026 | Contacted | Send a panel photo and post options |
Prospects
Projects the agents are chasing
New developments and upcoming work the AI agents found before anyone asked for a price. Open a row for the details, or move one into leads.
Outreach
Distribution yard perimeter fence
Found via Permit filing · last touch Oct 12, 2026
Next: Ask for the civil set before estimating
Conversation
Phase 3 community perimeter
Found via Plan room · last touch Oct 15, 2026
Next: Confirm whether the HOA spec allows wood
Researching
Ballfield backstop and gates
Found via Trade news · last touch Oct 8, 2026
Next: Watch the council agenda for the bid date
Shortlisted
Screen wall and gate at the new warehouse
Found via Orion · last touch Oct 16, 2026
Next: Send a past ornamental photo set
Outreach
Bus yard fence and cantilever gate
Found via Permit filing · last touch Oct 11, 2026
Next: Identify the facilities director
Conversation
Dumpster enclosures on three pads
Found via GC introduction · last touch Oct 14, 2026
Next: Price one pad as a prototype
Researching
Pump station security fence
Found via Trade news · last touch Oct 4, 2026
Next: Check bid bond requirements
Passed
Pool fence replacement
Found via Referral · last touch Sep 30, 2026
Next: Too small for the crew this quarter — revisit in March
| Name / company | Project | How found | Stage | Last touch | Next action |
|---|---|---|---|---|---|
| Distribution yard perimeter fence | Permit filing | Outreach | Oct 12, 2026 | Ask for the civil set before estimating | |
| Phase 3 community perimeter | Plan room | Conversation | Oct 15, 2026 | Confirm whether the HOA spec allows wood | |
| Ballfield backstop and gates | Trade news | Researching | Oct 8, 2026 | Watch the council agenda for the bid date | |
| Screen wall and gate at the new warehouse | Orion | Shortlisted | Oct 16, 2026 | Send a past ornamental photo set | |
| Bus yard fence and cantilever gate | Permit filing | Outreach | Oct 11, 2026 | Identify the facilities director | |
| Dumpster enclosures on three pads | GC introduction | Conversation | Oct 14, 2026 | Price one pad as a prototype | |
| Pump station security fence | Trade news | Researching | Oct 4, 2026 | Check bid bond requirements | |
| Pool fence replacement | Referral | Passed | Sep 30, 2026 | Too small for the crew this quarter — revisit in March |
GC bidding calendar
Bid due dates, walks, and RFI deadlines
Fictional general contractors for October 2026. A dot marks a day with an event. Click a day, then an event, for the details.
October 2026
Bid duePre-bid meetingSite walkRFI deadline
Su
Mo
Tu
We
Th
Fr
Sa
Add a lead or a prospect
Log a call, email, or walk-in
Saved in this browser only, for about an hour. Nothing is sent to a server. The source on the new row is the one you pick.