Generate CEO Brief & Slack to Dean
📊 CEO Brief
Monday, March 30, 2026 · 8:42 PM AZ  ·  Auto-refreshes every 5 min
📅 This Week
107
Stops This Week
$11,257
Est. Weekly Revenue
0
Zero CL This Week
13
Open Work Orders
👨‍🔧 Route Manager Performance (30 days)
David
B
86
130 stops
Nick
B
86
225 stops
JD
B
83
111 stops
💰 Financial Snapshot QuickBooks YTD (3/30)
Revenue YTD
$250,248
6% vs LY
Gross Margin
45%
$112,782
Net Income
$24,252
Service Rev
$243,383
Repair Rev
$107,293
Cash Position
$9,075
Updated Mon by 10am
⚠️ Chronic Low FAC Pools (FC < 2.0 on 3+ of last 5 visits)
PoolLow/TotalAvg FCTech
Lisa Ingermanson4/40.1JD
Rachel Stalzer4/40.2Nick
Daniel and Lois Compain4/40.2JD
Lindsey Rodriguez4/40.2Nick
Val Hill4/40.2Nick
Maureen Callinan4/40.2David
Lori Cantero4/40.2David
Jeff Krue5/50.2JD
Scott Taubin4/40.2David
Jessica Keller4/40.3JD
Account Health
Total Active Accounts118
🟢 Green (Healthy)60
🟡 Amber (Watch)57
🔴 Red (Critical)0
Chemistry Flags (7 days)
Total Readings116
Zero CL Events0
Low CL Events54
pH Out of Range87