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Reporting

Run Your Shop by the Numbers

See project profit, machine performance, and cash flow in one place so decisions are driven by data, not guesswork.

Revenue MTD
$47,200
+12% vs last
Avg Margin
22.4%
+3.1pp
Machine Util
68%
target 75%
Job Profit & Loss
Adams Kitchen
$18,500$13,96024.5%
Lee Garage Cabinets
$6,200$4,34030.0%
Pogacar Office
$12,800$11,52010.0%
Cash Flow Forecast
This week
+$8,400-$6,200+$2,200
Next week
+$12,100-$9,800+$2,300
Week 3
+$4,200-$7,500-$3,300
Machine ROI — CNC Router #1142% ROI
$45k invested$109k revenue attributed

Why Gut Feel Is Not Enough Any More

Manufacturers that implement job-level reporting and dashboards improve pricing accuracy, control costs, and spot issues earlier, which boosts profitability.

1

Most shops rely on basic financial statements and scattered spreadsheets, which makes it hard to tie actual job costs to specific projects and customers.

Job profit stays hidden.

2

Without clear visibility into machine utilization and related revenue, it is difficult to understand which machines or lines truly earn their keep.

Machine ROI is a guess.

3

Cash flow forecasts often live in ad hoc spreadsheets, so owners see problems late instead of weeks or months in advance.

Surprises hit hard.

"We thought our kitchen jobs were our best work. When we finally ran the numbers, closets were twice as profitable per hour. We never would have known without job-level reporting."— Owner, 11-person custom millwork shop

Reporting in 30 Seconds

From dashboard setup to drilling into job P&L, everything stays connected.

Step 1Custom dashboards for your shop

Build dashboards that pull from projects, time tracking, invoicing, and equipment so you see KPIs that match how you run your millwork shop.

Step 2Project and client P&L

Combine labor, materials, and machine time with invoice data to see profit and loss per job and per client rather than only at the company level.

Step 3Machine ROI and performance

Use utilization data and revenue from jobs to understand which machines deliver the strongest return and where to focus maintenance or investment.

Step 4Cash flow views and forecasts

Connect open quotes, milestones, and invoices to project likely cash inflows and outflows over the coming weeks and months.

What This Gets You

True job and client profitability

See which work makes money and which work quietly erodes margin so you can adjust pricing or say no.

Smarter investment decisions

Machine ROI and utilization data inform where to buy, retrofit, or retire equipment.

Fewer cash flow surprises

Forward-looking cash views help you plan hiring, equipment purchases, and distributions with more confidence.

Everything Included

Core functions and shop workflows, purpose-built for data-driven manufacturing.

Custom dashboards

Configure tiles and charts for job profit, machine performance, and financial KPIs that matter to your shop.

Job and client P&L

Report on revenue, costs, and margin by project, client, work type, or date range.

Machine ROI tracking

Blend utilization data and allocated revenue or cost savings to understand machine return over time.

Cash flow reporting

See expected inflows from quotes and invoices alongside known outflows like payroll and material purchases.

Export and sharing

Export reports for your accountant or leadership team in common formats.

Shop Workflows Covered

Reviewing last quarter's kitchen jobs
See which designs and clients delivered the best margins.
Comparing CNC routers by utilization and revenue
Before deciding which machine to upgrade.
Looking at the next 12 weeks of cash in and out
To plan hiring or major purchases.

Frequently Asked Questions

Yes. OpenSpindle combines labor, material, and machine costs with your invoicing data so you can see profit and loss per job instead of only at the company level.

You can build dashboards that show project margins, machine utilization and ROI, team hours, overdue invoices, and basic cash flow views. These dashboards pull from your existing projects, time tracking, equipment, and invoicing data.

Reporting connects open quotes, active projects, and scheduled invoices so you can see likely cash inflows alongside major expenses. This makes it easier to plan hiring, schedule big purchases, and avoid cash crunches.

Ready to See Your Numbers Clearly?

Join shops using OpenSpindle to run by data instead of gut feel.