SAMPLE DATA, fictional business
Monthly Business Intelligence Snapshot · Sample

Your whole business on one page, every month.

Financials, online presence, competition and the local market and rules for an HVAC and electrical contractor. Rebuilt monthly from the files you drop in a shared folder plus published public sources. Get the headline in 2 minutes, then drill into any section.

Example Heating & Electric (fictional) · 9 employees · Fairfax County, Virginia · Report month: September 2026

Overview ·

The 2-minute headline

Scorecard: Skilled Edge's own assessment

These scores are Skilled Edge's own assessment, not an industry standard. Each is 0 to 100 against the target below. The full math is under Data confidence.

What each score is measured against

Top 5 actions this month (ranked by estimated dollar impact)

    What changed since last month

      Part A · Financial snapshot

      Money in, money out, what's left

      Fictional sample figures for vs . Tap any section to open it.

      Bottom line
      Revenue by service line (with gross margin)
      Revenue by lead channel
      Where the money went
      Decisions: ad return, cost per customer, revenue per employee
      Top performers
      Operations health
      Cash and tax
      Biggest leak and one action
      Part B · Online presence

      How customers find you

      Fictional sample data, built from public profiles and the owner's own analytics.

      Google reviews
      Google Business Profile
      Local placement (10 keywords × 3 areas)
      Website health
      Listings consistency
      AI visibility (12 prompts × 4 AI tools)
      Part C · Competition

      You vs Competitors A, B and C

      Competitors are fictional with invented figures. In a real report this comes from public sources only (review profiles, map results, public ad libraries, job boards, websites), refreshed monthly.

      Side-by-side
      Positioning gaps
      What changed in the market this month

      Method: public sources only, refreshed monthly. No private competitor data is used.

      Part D · Local market and compliance

      Rules, prices and demand that affect you

      Unlike the rest of this sample, these items are real. Each was checked against its published source on the "as of" date shown. Headlines are paraphrased. Not legal advice.

      Part E · How it works

      Rebuilt monthly from files you already have

      1. Drop your filesPayroll export, bank statement, jobs and bookings CSV, ad spend exports, lease and vendor invoices into a shared folder. Add a 2-minute voice note on what you care about this month.
      2. Public data is addedYour online presence and competition come from your public profiles and public sources. Local rules, prices and demand come from published government and industry sources.
      3. Your snapshot is rebuiltEvery month you get one page like this, with the headline up top and the detail underneath.

      Honest limits

      • Figures are only as complete as the files provided.
      • Public data can be incomplete or out of date.
      • Tax lines are estimates to help you set money aside.
      • Nothing here is legal, tax or accounting advice.
      Data confidence

      What tied out, what's estimated, what's sourced

      Tied out (checked automatically on this page)

      Estimated

      • Tax set-aside (flat 24% of positive net profit)
      • Field labor split by service line (by logged hours)
      • Dollar figure on each action: an estimate under the stated assumptions, not a forecast (math shown under each action). The review-gap figure is an illustrative scenario.
      • Callback cost (unbilled labor and parts on return visits)

      Could not be verified

      • Rank and AI results are sampled checks and can differ by device and location.
      • Part D: items that could not be confirmed at a working source were left out.

      How the scores are calculated (Skilled Edge's own method, not an industry standard)

      Part D sources

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