Work the Revenue Radar
One page: how the business is performing, what has been missed, and where the next job could come from.
Written 30 September 2026
What is said in this recording
Revenue Radar is a simple oversight of the business on one page. It tells you how you are performing — how well you are answering enquiries, winning quotes and collecting what you are owed — then shows you the two things worth acting on: anything that has been missed, and anywhere the next job could come from. Nothing on it is a report to file. Every line is something to do, with what it is worth and a link straight to it.
Step by step
- 1
Go to Revenue Radar.
- 2
Read the Recovery Score at the top.
How the business is performing, in one number, out of five things it can measure: answering enquiries, following up quotes, winning the work, booking it in, and getting paid. It is the mean of those five, so a weak one shows.
- 3
Start with the Priorities tab.
What needs doing, most valuable first.
- 4
Nothing gets missed.
Enquiries nobody has answered, quotes that have gone quiet, invoices past their date — the things that cost money by being forgotten rather than by going wrong.
- 5
Work a risk: an unpaid invoice, a quote about to expire, a job never invoiced.
Each one tells you what it is worth and links straight to the thing itself.
- 6
Work an opportunity: a lost quote, a service due, a customer gone quiet.
These are a call list, not a crisis. Pick them up when you have a quiet hour.
- 7
Work due again appears BEFORE the day it falls due.
A month ahead by default — “due again in three weeks” rather than waiting to tell you it is late. Settings, then Scheduling, changes how much warning you get.
- 8
Dismiss anything you do not want to see.
It stays dismissed. The list is only useful if you trust it.
Worth knowing
It never chases somebody who has moved on
A win-back disappears the moment that customer quotes or buys again. Quotes declined as no longer needed or scope changed are never revisited at all, because the work itself went away. Pestering is what makes a business stop reading the whole list.
You hear about a service before it is due, not after
Work that comes round has to be organised first — parts ordered, somebody put on it, the customer rung to confirm. Told on the morning it falls due, you are already late. So it appears a month early by default, and Settings → Scheduling has the dial: a cleaner might want a week, an installer waiting on parts might want two months.
“Potential to recover” matches the list, pound for pound
The figure at the top is the sum of exactly what is listed below it. If they ever disagree, the number is wrong, not the list.