The Challenge
Costs were under control, but pricing and growth needed clarity. The Auto Glass business was already running lean — expenses were tight, and the team was efficient.
But the owner had questions:
- Are we pricing our services correctly?
- How do we track the performance of our six overseas salespeople?
- Can we plan for a future where more sales come through the website instead of the phone?
The goal was clear: improve visibility, sharpen pricing, and prepare for scalable, tech-driven growth.
Our Approach
We built a set of custom financial and sales tools designed to give the owner clarity, confidence, and control.
Smart Pricing Model
- Showed breakeven points and utilization rates.
- Set fitting prices with confidence.
- Ensured proper recovery of material and overhead costs.
- Showed breakeven points and utilization rates.
👉 No more guesswork. Every price decision is backed by data.
Sales Dashboard
- Tracked sales per person across the six overseas team members.
- Monitored growth in Queensland, including fitting service income.
- Captured orders from the website’s automation system.
- Tracked sales per person across the six overseas team members.
👉 Full visibility on sales today, while preparing for an automated sales future.
Financial Dashboard
- Monthly income and expenses tracked in real time.
- Clear budget vs. actual comparisons.
- Margin targets became a visible KPI, not just a year-end surprise.
- Monthly income and expenses tracked in real time.
👉 The owner could now manage the business proactively, not reactively.
The Results
✅ Confidence in Pricing – Every service was priced strategically to cover costs, recover overheads, and protect margins.
✅ Sales Accountability – The dashboard made performance transparent across regions and salespeople.
✅ Financial Visibility – Clarity on costs, income, and margins — every single month.
✅ Future-Proof Growth – With website automation now integrated, the business is building toward a tech-first sales model.
Client Comment
“The dashboards changed the way I run my business. I can see exactly how we’re performing — and now I know the pricing is right. It’s given me the confidence to grow and plan for the future.”
– Auto Glass Business Owner
The Bigger Picture
This project gave the Auto Glass business more than just tools — it provided clarity, control, and confidence. By combining smart pricing, real-time sales tracking, and financial visibility, the business is thriving today and laying the foundation for tomorrow’s growth.
🚀 From lean operations to a scalable, technology-driven future — this Auto Glass business is built to last.
Remember: Good financial management doesn’t just protect the bottom line. It protects your mission and your clients.
