Portfolio margin visibility between month-end closes
You asked how the job was going. They said fine. And at the time, they were being honest.
Revelry surfaces drifting jobs with live project data.
No credit card required.
Why the phone call never told you anything
Nobody hides fade. They just cannot see it yet.
The data existed the whole time. The report had not run.
A superintendent knows the job is tight three weeks before the numbers do. He is working off feel, and feel is not something he is going to put in an email. The PM has the cost report, but the cost report is built on pay applications that landed on the 25th and posted after close. So you call, you ask, and you get an honest answer from someone whose most current information is four weeks old.
Then the WIP runs. Gross margin on job 2214 came in two points under. Nobody lied to anybody. The information simply was not available at a moment when it would have changed anything.
Getting a straight answer on portfolio health today means chasing it. A PM pulls manpower. Accounting sends cost. Somebody reconciles the two in a spreadsheet. A day of work later it reaches you, already a week old.
The Executive Dashboard is that view, current when you open it.
- Every active job on one screen.
- Which are tracking, which are drifting, without opening a report.
- Manpower, cost, and profit together.
- The three numbers that decide whether a job makes money, side by side, with the trend behind them. One click from the portfolio into any job.
- Field data flows in daily.
- Manpower, daily logs, RFIs, submittals, punch items, and safety inspections come from Procore automatically. Nobody keys anything in.
- Leadership only.
- Not a report that goes to everybody. Your executive team sees the full portfolio, and sensitive numbers stay where they belong.
Most GCs find out a job is in trouble at month-end, which is late enough that the only move left is managing it. Watching manpower, cost, and profit move together every week, across every job, is the difference between catching erosion and explaining it.
How current it actually is
Procore data updates daily, and anyone looking at the dashboard can pull a fresh sync themselves. Financials move at whatever export cadence your controller runs, which for most GCs is weekly or at close. Every number carries the time it was last read, so you always know how fresh the picture is. When the freshest available figure is eleven days old, it says so. An executive making a call on data he believes is current is worse off than one who knows the lag.
This is not a dashboard your team builds
There is nothing for your people to configure, no views for them to maintain, and no analyst standing between you and the question. The setup happens once, with us, before you open it: how your phases break down, which cost codes roll into which view, and how the financial report your controller already produces maps onto your jobs.
The dashboard is internal. The report goes out.
This is the view your executive team watches. The weekly report is the one that goes to the owner and the bank in their format, built from the same data.
See your own projects in it.
Start with the job you are worried about.
No credit card required.