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Know Your Numbers
AI on your own data: ask where margin is leaking, then see predicted margin, close probability on every quote, and actual vs quoted job costing.
Open video ↗SlabOS provides work, sales and company reporting views that organize different questions about the shop. The public AI CFO and CRM pages give context for owner and salesperson use. A useful public demonstration connects a metric back to its source records, period and definition rather than displaying a number without explanation.
Inputs this workflow uses
Quote, job, sales and billing records within a stated reporting period.
Outputs to evaluate
Work queues, sales views and company metrics with drill-down context.
A representative demonstration
Show one reported total and the sample records that reconcile to it, including the time period.
Bring a representative job to a SlabOS demo and see how this capability fits your shop’s work.
Scope and availability
Quoted, sold, invoiced and collected amounts are different measures. A reporting view does not by itself validate a forecast.
Product context and useful resources
- AI CFO
Explore owner-facing questions about shop records, costs and reporting.
- Pipeline & CRM
Connect the workflow to sales ownership, opportunities and follow-up work.
- Features
Place this capability within SlabOS estimating, production, inventory and office work.
Related workflow articles and reports
- Ask the AI assistant about your shop
- Margin predictions from comparable jobs
- Quote close probability and weighted pipeline
- Salesperson dashboards and follow-up
- Job costing: actual versus quoted
SLABOS IN MOTION 01 FILMS
SEE THE WORKFLOW.IN MORE DETAIL.
A closer look at the decisions, details and handoffs that make the work happen.
Choose a film to play Explore the collection →