WIP Report Dashboard

Bond-ready WIP schedules, on demand

The WIP Report Dashboard automates the most time-consuming part of construction accounting. It pulls live data from Sage 100 Contractor and calculates percentage-complete, earned revenue, overbillings, and underbillings for every active job — formatted in the industry-standard WIP schedule layout that bonding agents and CPAs expect.

What’s included

• Percentage Complete — calculated by cost-to-date vs. estimated cost, per job
• Earned Revenue — contract value × % complete for each active job
• Billings to Date — total invoiced vs. earned revenue per job
• Over/Under Billed — automatically flags overbilled and underbilled positions with dollar amounts
• Contract Summary — original contract, approved change orders, and revised contract per job
• WIP Schedule Table — formatted in industry-standard layout, ready to share with your bonding agent or CPA

Margin Performance Analytics

Automatically compares current job margins against the most recent snapshot to surface which jobs are improving and which are fading — so you can act before small variances become big problems.

• Top 10 Margin Increase — jobs with the biggest margin improvement vs. prior period, with bar chart and detail table
• Top 10 Margin Fade — jobs losing the most margin vs. prior period, color-coded for urgency
• Prior vs. Current Comparison — side-by-side prior margin %, current margin %, and change % for each job

New Jobs Pipeline

Track recently created jobs and see the incoming work pipeline at a glance.

• New Jobs Pipeline Chart — stacked bar chart showing new contract value by supervisor, broken out by job status
• New Jobs Table — full detail table with contract amount, budget, margin %, and created date for every new job

Who it’s for

• Construction accountants preparing WIP schedules for bonding and surety
• CFOs presenting WIP position to lenders and bonding agents quarterly
• Project managers monitoring their own percentage complete, billing status, and margin trends
• CPAs completing quarterly reviews or year-end audits for general contractors
• Operations managers tracking the new job pipeline and supervisor workload