Template: the three-number KPI sheet (one page per month: gross margin per job, days of cash, receivables age)
In one paragraph
One page, filled in at the monthly close, that turns the office lesson's files into the three numbers the previous lesson explained: gross margin on each job closed or drawn this month against the price-book target, days of cash after subtracting the money that is not yours, and the aging of every open invoice with the statute-driven action for each band. Each line names its input so the sheet can be filled from the job files, the payroll report and the bank statement in under an hour. Beside the blank, Salcedo Electric's sheet for the month after Rigo was hired properly, showing what a loaded labor rate does to margin, what a hire does to days of cash, and how one general contractor's aging balance turned into a dated demand letter.
The rule
Gross margin per job is price as amended by signed change orders minus direct cost at the loaded labor rate; days of cash is operating cash minus funds held for others (customer deposits for materials not yet bought, subcontractor retention, collected sales tax and withheld payroll taxes, which B&P 7108 forbids diverting) divided by daily fixed overhead, with the floor set by two payrolls under Labor Code 204; receivables age is days past due by invoice, with actions at 30 days (Civil Code 8800 demand and 2 percent penalty), at the seven-day and ten-day subcontractor payment marks (B&P 7108.5, Civil Code 8814), and at 35 days (the stop work notice under Civil Code 8830-8832), and with retention capped at 5 percent (8811).
Why it matters
The previous lesson said which three numbers to read. This page is where they are read. It exists so that the monthly close ends with a decision written on paper instead of a feeling about the bank balance, and so that twelve of them in a row show the pattern no single month reveals.