Platform Preview

The Margin Max BOS

This isn't a dashboard. It's the operating system behind the business.

Your Business Operating System — where the work starts each day. Six command centers do the work beneath the surface; each screen below is a live view, every number reconciled nightly, every center read continuously by the Maximus engine. This is what running on a real operating system actually looks like.

This is not an app you log into. These screens model the Business Operating System Margin Max commissions inside the tools you already use — JobNimbus, AccuLynx, ServiceTitan, HubSpot, QuickBooks, Google Sheets, Excel, and custom workflows. We build the BOS into your existing stack; there is nothing new to buy or migrate to.

Command Centers

Intelligence Layer

Maximus

Revenue Under View

$22.4M

Margin Identified

$688K/ yr

01Executive Command Center“What needs my attention today?”

● app.marginmax.com/executive

Live · Synced 6:02 AM

Executive Command Center

What needs my attention today?

Summit Ridge RoofingWeek 24 · Jun 14

Cash On Hand

$1.84M

▲ +$214K MTD

Gross Margin

31.8%

▲ +1.2 pts vs budget

A/R 60+ Days

$612K

▲ +$58K — watch

Jobs In Progress

▲ +5 WoW · $6.1M WIP

Today's Attention Feed

Ranked by financial exposure

3 need action

Heartland Property Mgmt — $214.5K at 112 days

Insurance supplement stalled twice. Largest single exposure; threatens July coverage.

▲

Capacity at 87% — 6 schedule-risk jobs

Weather + material lead-times pushing 6 jobs toward deadline risk this week.

◷

Margin slipping on storm change orders

Estimated 1.1 pts under-billed vs. signed scope across active storm work.

Cash Position

Trailing 12 months

Operating runway7.4 months

Net cash / mo (3-mo avg)+$71K

Maximus

Of everything on screen, Heartland is the one move that matters today. Escalate the supplement before it ages another cycle — it alone protects ~6 weeks of runway.

02Cash Flow Command Center“How long can I operate safely?”

● app.marginmax.com/cash-flow

Live · Synced 6:02 AM

Cash Flow Command Center

How long can I operate safely?

13-week forecastUpdated nightly

Operating Runway

7.4 mo

Comfortable

Cash On Hand

$1.84M

3 accounts

Lowest Wk Balance

$1.41M

Week 9 · Aug 9

Net Cash / Wk

+$66K

13-wk avg inflow

13-Week Cash Flow Forecast

Inflow vs. outflow · projected ending balance

Positive

InflowOutflowEnding balance

▲

Week 9 low point: $1.41M

Coincides with two material draws + payroll. Above the $1.0M floor, but the tightest week in the horizon.

Floor (safety threshold)$1.00M

Buffer at low point+$410K

If Heartland slips< 6 wks

Maximus

You're safe for 7.4 months — but the forecast is only as good as collections. One slip on Heartland pulls the Week 9 buffer to the floor. Watch that account, not the balance.

03AR Recovery Command Center“How much cash is trapped?”

● app.marginmax.com/ar-recovery

Live · Synced 6:02 AM

AR Recovery Command Center

How much cash is trapped?

CollectionsDSO 47 days

Total A/R

$3.25M

across 142 invoices

At-Risk (90+)

$498K

3 accounts

Trapped vs. Target

$740K

DSO 47 vs 35

Promised This Wk

$288K

6 accounts

A/R Aging

Outstanding by bucket

$498K at 90+

At-Risk Receivables

90+ days · flagged

Heartland Property	$214K	112d
Cedar Point HOA	$148K	94d
V. Krause Homes	$96K	76d

Maximus

$740K of your cash is sitting in other people's bank accounts. 66% of the 90+ risk is one account. A structured cadence pulls DSO toward 35 and frees the float.

04Revenue Engine Command Center“Where does next month's revenue come from?”

● app.marginmax.com/revenue-engine

Live · Synced 6:02 AM

Revenue Engine Command Center

Where does next month's revenue come from?

Pipeline$9.2M open

Pipeline Value

$9.2M

▲ +$1.1M · 142 opps

Close Rate

30.3%

lead → signed

Committed (30d)

$2.4M

verbal + signed

Avg Job Size

$28.4K

▲ +$2.1K YoY

Next-Month Revenue by Source

Weighted open opportunity value

$9.2M

Conversion Funnel

Trailing 90 days

Leads324

Estimates142

Signed43

Maximus

Commercial TPO closes at 41% vs. 30% blended. Shift two reps to commercial and next month's mix adds $1.6M of higher-margin backlog.

05Production Control Command Center“Which jobs are hurting margin?”

● app.marginmax.com/production

Live · Synced 6:02 AM

Production Control Command Center

Which jobs are hurting margin?

Field Operations38 active jobs

Capacity Used

87%

crews deployed

On-Time Complete

91%

90-day rolling

Margin-Risk Jobs

below bid margin

Schedule-Risk

weather + material

Active Jobs — Margin Variance vs. Bid

Flagged where actual margin trails the signed estimate

5 below bid

Job	Stage	Bid GM	Actual	Status
Heartland — Bldg 7	Production	32%	24%	−8 pts
Cedar Point Ph 2	Punch / QC	30%	25%	−5 pts
Prairie Fire — C	Production	34%	31%	−3 pts
Wichita USD 259	Scheduled	29%	30%	+1 pt
Maple Grove Apts	Production	31%	33%	+2 pts

Capacity Utilization

Tight — limited slack for new work

Maximus

Two storm jobs are bleeding 5–8 margin points vs. bid — the same change-order capture gap, now visible per job. Catch it in production, not at year-end.

06Executive Scorecard Command Center“Are we winning or losing?”

● app.marginmax.com/scorecard

Live · Synced 6:02 AM

Executive Scorecard Command Center

Are we winning or losing?

Departmental HealthComposite B

Overall Grade

▲ from B− last period

Infrastructure Score

Operational Drift

NPS

2 escalations open

Margin Identified

$688K

recoverable / yr

Departmental Scorecard

Green / Amber / Red health by function

2 amber

Sales

A−

Pipeline +14% MoM

Production

Capacity tight 87%

Finance

Margin above budget

Customer

A−

NPS 71

Operations

B+

Lead-times slipping

HealthyWatchAt risk

Trend

Composite grade · 6 periods

DirectionImproving

Maximus

You're winning where it's visible and losing where it isn't. Finance and Sales grade high; the drag is in the systems no scorecard has measured — until now.

One Platform

Six command centers. One intelligence layer.

Each center answers one executive question. Maximus reads all six at once — correlating cash, receivables, revenue, and production into a single operating truth.

Center 01

Executive Command

“What needs my attention today?”

Center 02

Cash Flow

“How long can I operate safely?”

Center 03

AR Recovery

“How much cash is trapped?”

Intelligence Layer

Maximus

Maximus spans every center — reading all six continuously to surface the 3 leaks costing $688K a year, rank what matters today, and turn six dashboards into one decision.

Center 04

Revenue Engine

“Where does next month's revenue come from?”

Center 05

Production Control

“Which jobs are hurting margin?”

Center 06

Executive Scorecard

“Are we winning or losing?”

MARGIN MAX · OPERATIONAL INFRASTRUCTURE

See it run on your numbers.Book the Executive Review →