PE & Commercial Due Diligence — Full Dashboard

Zoho Analytics reference spec. All metrics from Zoho CRM (RR); All-time = full history, LTM = last 12 months.

All data: Zoho CRM (RR). Filters below define the intended Zoho Analytics filters; each section can have its own date range. Global: Job Type, Metro.

All data: Zoho CRM (RR). All-time = full history; LTM = last 12 months. Same source—only the date range changes.

Executive KPIs

Key metrics; same Zoho CRM (RR) data with All-time vs LTM date range.

All-time

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Total Revenue
-
Closed Deals
-
Paying Accounts
-
Avg Deal Size
-
Repeat %
-
Top 10 Concentration %
-
CRM Accounts
-
Contacts
LTM (Last 12 Months)
$4.2M
Total Revenue
↑ 18.5% YoY
$845
Avg Ticket Size
4,970
Jobs Completed
$28.5k
Tech Efficiency (Rev/Tech/Mo)
Financial Trajectory

Revenue by year, quarter, and month; same CRM (RR) data.

All-time

Revenue by Year

All-time

Revenue by Quarter

All-time

Revenue by Month (last 36)

LTM

Monthly Revenue Trend — YoY

LTM

Avg Ticket Size Trend

Consistent growth in Average Ticket Size indicates pricing power or successful upselling.
Revenue Quality & Mix

Repeat vs one-time, job type, service mix; same CRM (RR) data.

All-time

Repeat vs One-time Revenue

All-time

Revenue by Job Type

LTM

Revenue Share by Service Type

LTM

Job Count vs. Revenue Contribution

Customers & Concentration

Top customers, cumulative concentration; same CRM (RR) data.

All-time

Top 15 Customers by Revenue

All-time

Customer Concentration (Cumulative %)

LTM

Customer Concentration Risk — Top Accounts

Account NameTotal Revenue (LTM)% of Total RevJob Count
Property Mgmt Group A$125,0002.9%45
City Builders LLC$84,5002.0%12
Westside Apartments$62,0001.4%28
Top 10 Accounts Total$480,00011.4% (Low Risk)210
No single customer accounts for >5% of revenue, indicating low concentration risk. Attractive to PE buyers.
Geography & Operations

Revenue by metro, state, lead source, owner; same CRM (RR) data.

All-time

Revenue by Metro

All-time

Revenue by State (Province)

LTM

Revenue by Metro

LTM

Top 5 Technicians by Revenue

All-time

Revenue by Lead Source

All-time

Revenue by Owner

LTM

Lead Source Efficiency

Data as of export — Zoho Analytics dashboard will use the same CRM (RR) data with live or synced updates.