Paperwork kept out of the money listNew
Revenue Radar now separates things to file from customers to call — and why mixing them made both lists useless.
Written 21 October 2026
What is said in this recording
Revenue Radar is the list of work and money that needs chasing. It now keeps three kinds of thing apart: money slipping away, work worth going back for, and paperwork with a deadline. They look similar on a list and they are not the same afternoon, which is the whole reason they are separated.
Step by step
- 1
Go to Revenue Radar.
- 2
Open the Priorities tab.
The first screen is the summary; the three lists are behind Priorities.
- 3
Work down the risks first — that is money already slipping.
Overdue invoices, quotes gone quiet, enquiries nobody answered.
- 4
Then the opportunities, which are never urgent.
Work that was never coming back on its own — old quotes, services due again.
- 5
Paperwork and deadlines sit at the bottom, in their own card.
Things to file or finish. No customer to ring.
Worth knowing
Why paperwork is kept separate
“Your records are incomplete” and “ring this customer back about their quote” are not the same kind of job. Mixed into one list, the deadline buries the sales items and the sales items make the deadline feel like admin — and a list that is half paperwork is one people stop opening, which costs them the money half as well.
The paperwork card deliberately shows no money
There is nothing to recover on a deadline, so there is no £ column on it. The “Potential to recover” figure at the top promises to match the lists above pound for pound, and printing £0.00 beside a filing deadline would both look like a figure and quietly break that promise.
An invoice you never sent is not an overdue invoice
A draft sitting for three days or more appears on the list, because the work is done and the invoice is written and nobody has been asked for the money. It never says overdue and it never says chase — nothing is late, because nobody was asked. That is a different phone call, and in most cases no phone call at all: just press send.
Nothing is pinned on a person unless it is theirs
An item can be given to somebody, and most are left unassigned. An item the system cannot honestly attribute is shown with nobody’s name on it rather than landing on whoever happens to be on the job. A list that blames the wrong person is a list people stop opening.
What it deliberately does NOT do
It does not chase anybody for you, does not email customers, and does not decide what is urgent about your week. Opportunities are never marked urgent at any distance — “Mrs Jones is due a boiler service” is worth a call and is not an emergency, and treating it as one is how a list stops being believed.