Week of April 24, 2026
Portfolio Dashboard
All deals across DLR 2877 funded installs + CPA weekly + in-flight install tracking
Total Deals
124
79 installed · 45 open
Installed RMR
$5,735
avg $72.60 / mo
Open Pipeline RMR
$3,544
45 deals to close
Total Pipeline RMR
$9,279
$111K annualized
Inventory $
$37,141
337 units
Conversion Rate
64%
79 / 124
Revenue Sources · Side-by-Side
Sources: Dealer Network Leads + 101 Count + DLR 2877 Parts| Source | Count | RMR / Revenue | Cost | Net / LTV | Margin |
|---|---|---|---|---|---|
| DLR 2877 Funded Installs Texas · Actuals | 13 | $38,587.67 | $14,997.63 | $23,590.04 | 61.1% |
| Installed Accounts (101 + Network) Active | 79 | $5,735 / mo | est avg $836/job | $550K 8-yr LTV | — |
| Open Pipeline To Close | 45 | $3,544 / mo | — | $340K LTV potential | — |
| TOTAL | 124 | $9,279 monthly RMR | — | $890K LTV (8yr) | — |
Territory Snapshot
Inventory + DLR funded jobs by territory| Territory | SKUs | Units | Inv $ | Jobs | Contract $ | Net $ |
|---|
Equipment Spend by Bucket
DLR 2877 · Funded Installs
13 Funded Install Jobs
Contract → 10% Holdback → Equipment Cost → Net to Dealer · Color-coded vs portfolio average
Formula: Net to DLR = Contract − (Contract × 10% HB) − Equipment Cost. Target ≥ 60% margin. ▲ better than avg · ▼ worse than avg.
Job Ledger · vs Average
| Inv# | Job# | Member | Area | Date | Contract | −10% HB | −Equip | Net | Margin | Parts |
|---|
Per-Device Cost Analysis
Linear breakdown across all 13 jobs · sorted by total spend| SKU | Description | Bucket | Unit $ | Total Qty | Jobs Used | Total Spend | Avg/Job | % Total | Distribution |
|---|
Joe Douglas · Network Leads + 101 Count merged
All Accounts · 124 Deals
Installed = ✓ checked. Open deals = checklist to drive completion.
| ✓ | Quote # | Member | City | RMR | Status |
|---|
All 78 Funded Installs · Editable
Funded Installs · Equipment & Parts
All 78 are funded · 13 have actual parts data · 65 ready for equipment entry where AAA invoiced
How it works: 13 DLR accounts have actual parts. The other 65 are blank — add equipment ONLY where AAA invoiced equipment, otherwise leave blank. Click + Add Parts to itemize parts. Total auto-calculates and saves to browser storage. Future jobs and inventory additions can be added the same way.
| # | Account | City | RMR | Equipment $ | Parts Detail | Source | Action |
|---|
Line-Item Equipment Cost · Every DLR Job
Cost Breakdown
Every SKU pulled, unit cost, extended cost, and bucket — per job
CPA Economics · DLR + CPA Unified
Cost Per Account
Every account with full P&L: contract, HB, equipment, CPA costs, net/profit
Unified view: DLR jobs use 100% funding matrix (Contract − 10% HB − Equip). CPA jobs use CPJ (Equip + Installer + Rep − ACT). Both produce a net/profit per account.
| Source | Account / Member | Date | Revenue | Equip | Other Cost | Total Cost | Net / Profit | Margin |
|---|
AAA Cost Recovery · Equipment + Commission
Break-Even Analysis
From AAA's perspective as equipment supplier + commission payer
BE MONTHS (Equipment + Commission) ÷ (RMR − Pass-throughs)
Assumptions · Edit to Recalculate
All numbers below update live
The Model: AAA buys the contract from the dealer. AAA provides equipment from inventory. Commission to dealer is REDUCED by equipment cost (offset). Net Cash to Dealer = Commission − Equipment. Break-Even = Net Cash ÷ (RMR − $12 monitoring).
Per-Account Break-Even
| Account | Area | RMR | Commission | Equip Added | AAA Outlay | Mo Income | BE | 8-yr LTV | Verdict |
|---|
Investor View · Net Cash Detail
Side-by-side: BE on Net Cash vs BE on Total Outlay (gross commission)| Account | RMR | Equip | Gross Comm | Net Cash | Net Mo | BE Net Cash | BE Total | Verdict |
|---|
Sensitivity · Commission Multiple
| Scenario | Multiple | Gross Comm | Net Cash | BE Net Cash | BE Total | 8-Yr LTV Profit |
|---|
Drive Open Deals to Install
Completion Checklist
7-step checklist per open deal · check items as you complete them · saves locally
Across 3 Territories
Inventory · Live
Texas · Nebraska · Detroit · 14 SKUs · 337 units on-hand
| Territory | SKU | Description | Bucket | Unit$ | Ship | Used | On-Hand | Value | ROP | Status |
|---|
Dealer Cost Reference
Parts Master · 14 SKUs
Drives every Equipment Cost calculation · 7 buckets
| SKU | Description | Bucket | Dealer Cost | ROP |
|---|
IN / OUT Ledger
Equipment Movement
Every shipment added · every part deducted per job
Equipment Added (IN)
$48,130
438 units
Equipment Deducted (OUT)
$11,139
104 units
Net On-Hand Delta
$36,991
334 units
| Date | Type | Territory | SKU | Qty | Unit$ | Ext$ | Reference |
|---|
Per-Area · Per-Bucket
Cost Analysis
Per-Territory Performance
| Territory | Jobs | Contract | Equipment | Net | Avg Equip/Job | Margin |
|---|
Per-Bucket Spend
| Bucket | Units | Equipment $ | % of Total | Avg Unit $ | SKUs |
|---|
Per-Device Cost Analysis
Every SKU's contribution + scale-up potential| SKU | Description | Bucket | Unit $ | Used (DLR) | Total Spend | Avg/Job | Stock | If 50 Jobs | If 100 Jobs |
|---|