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Finance

Reports

YTD sales sit at £548.7k off 76 installs — Solar PV is carrying margin and Meta ads are still the biggest source. One drag: the heat-pump line has slipped three points this quarter and is pulling the blended margin down.

Heat-pump margin down 3pts this quarter
Revenue · YTD£549k+18%
Installs76peak 13 · Jul
Avg gross margin38.4%PV carrying it
Avg job value£7,219commercial lifts
Quote conversion47%23 won of 49

Revenue per month

£, last 8 months🎯 £80k/mo target
£41kJan£50kFeb£63kMar£59kApr£71kMay£89kJun£91kJul£84kAug
Six of eight months cleared target; Aug dipped on a lighter install slate.YTD £548,650

Sales by department

this month
£84kthis month
Solar PV£48,200 · 57%
Battery / BESS£19,400 · 23%
Heat pumps£11,200 · 13%
EV charging£5,450 · 7%

Installs per month

last 8 months76 YTD
6Jan7Feb9Mar8Apr10May12Jun13Jul11Aug

Margin trend

gross %, last 8 monthsheat pumps ▼ 3pts
36%38%40%JanFebMarAprMayJunJulAug
Solar PV41.2% ▲ 0.4
Battery / BESS37.4% ▲ 0.5
Heat pumps28.6% ▼ 3
EV charging33.1% ▼ 0.3

Sales by consultant

won value · Augustteam £138.6k · 7 won of 12
Niamh McLaughlin3 won of 5£74,200
Ronan Kelly2 won of 4£41,800
Aoife O’Kane2 won of 3£22,600

Gross profit by job

click a job to open it →
blend 37.4%
JobCustomerValueCostGross profitMargin
J-1044Bradley Farm£24,900£15,650£9,25037.1%
J-1042A. Kelly£11,240£6,890£4,35038.7%
J-1047K. Doherty£9,180£5,980£3,20034.9%
J-1039M. Gallagher£6,480£3,920£2,56039.5%
4 jobs£51,800£32,440£19,36037.4%