Beacon
Weekly operations briefing · live demo

This is what your Monday morning looks like.

Beacon reads the project tracker you already use and turns it into one page: what needs your attention, whether you are on track against your own targets, and which numbers moved before the money did. It arrives as an email every Monday, or you open it whenever you like.

Cedarline Energy is not a real company. Every project, name and figure below is invented for this demo. No client data appears on this page.

Cedarline Energy · portfolio briefing
As of Sun, Nov 15 · 10 weeks of recorded history
Portfolio health: Amber — Most on track; 5 need attention (below).

🎯 Targets

On track against all 3 targets we can measure.

Ready for construction
On track
$3.7M
$3.7M against a $2.5M goal.
Value in development
On track
$9.4M
$9.4M against a $8.0M goal.
Interconnection queue
On track
54 days
54 days, inside the 100-day benchmark.

💵 Revenue Outlook

$4.78M of $15.55M contracted is earned, $10.77M still to invoice.

Next 30 daysClears plan
$1.43M
$1.43M expected against a $1.40M plan. Clears it.
$1.51M before the confidence haircutbreak-even $1.05M
Next 60 daysShort of plan
$2.35M
$2.35M expected against a $2.80M plan. Above break-even, short of plan by $452K.
$2.59M before the confidence haircutbreak-even $2.10M
Next 90 daysClears plan
$4.92M
$4.92M expected against a $4.20M plan. Clears it.
$6.01M before the confidence haircutbreak-even $3.15M

Plan $1.40M a month, break-even $1.05M, overhead $300K, margin 28%. Expected money is discounted 95% inside 30 days, 85% inside 60 and 75% inside 90.

🧭 Leading Indicators

These move before the numbers below do. They are where you still have time to act.

Compared with Nov 8

Sheets updated
79%
11 of 14 projects changed this week
If nobody is updating Smartsheet, every other number on this page is out of date. This moves first.
Dates slipping
29%
4 of 14 moved their end date out
Dates move right before revenue slides. This is the earliest warning that the forecast is optimistic.
Interconnection queue
54days
up from 48 last week, benchmark ~100
The utility queue lengthening now closes build windows months out, well before anything looks late.
Capacity headroom
24slots
24 free project slots across all PMs
A project manager going over capacity precedes their dates slipping by a few weeks.
No movement
36%
5 of 14 sat still all week
A project that did not move this week is the one most likely to miss its next milestone.
Active projects
14
live in the portfolio
Need attention
5
items crossed a line this week
On track
79%
11 of 14 projects green
Interconnection avg
54days
your ~100-day benchmark
PMs over capacity
0
capacity is healthy, 24 slots free
⚠️ Attention List5 items
Not a wall of numbers — just what crossed a line this week, named and ranked. Every item is a rule on your data, not AI.
📋 Project health — sample of 14
ProjectStage% doneNext milestone
Off trackConstruction64%—
At riskDev 345%—
At riskDev 338%—
On trackReady for Construction100%—
On trackReady for Construction100%—
On trackReady for Construction100%—
On trackDev 478%—
On trackDev 471%—
In the live version, every row deep-links to its Smartsheet project.
🚚 Movement
Moved forward
3projects
$3.7M advanced a stage
Revenue slipped
$6.2M
across 4, worst Brightwater Logistics Center by 28 days
Where it's jammed
Dev 32 stuckof 2 · $3.0M
Dev 22 stuckof 3 · $2.3M
Dev 11 stuckof 3 · $1.6M
Ranked by how many projects sat still, then by the money in the stage. Sharpens as more weeks accumulate.

📅 Slip Log

4 projects worth $6.2M moved their completion date out, across 36 separate moves. The biggest single cause is failed inspection at $2.5M across 1 project. 1 move still needs a reason.

Failed inspection$2.5M
Utility or interconnection delay$1.8M
Subcontractor availability$1.2M
Equipment or material lead time$740K
Moved this week
  • Brightwater Logistics Center+28d · $2.5M
  • Kestrel Ridge Business Park+21d · $1.8M
  • Halloway Distribution+14d · $1.2M
  • Thatcher Avenue Depot+7d · $740K

1 move still needs a reason. Until someone picks one, it cannot be counted toward a cause.

📉 Variance Report
Revenue slipping
40%
of contract value, across 10 recorded weeks
Average slip
2.6weeks
18 days when a date moves
Worse than your 31% estimate: measured 40%, and slips are shorter than 8 weeks (2.6).
Week by week
9/204 of 14 · $6.2M
9/274 of 14 · $6.2M
10/44 of 14 · $6.2M
10/114 of 14 · $6.2M
10/184 of 14 · $6.2M
10/254 of 14 · $6.2M
11/14 of 14 · $6.2M
11/84 of 14 · $6.2M
11/154 of 14 · $6.2M
Measured from recorded weekly history, not estimated.
🪜 Pipeline by Stage
Dev 1 · 3 projects$1.6M
Dev 2 · 3 projects$2.3M
Dev 3 · 2 projects$3.0M
Dev 4 · 2 projects$2.4M
Ready for Construction · 3 projects$3.7M
Construction · 1 projects$2.5M
Counts and contract value by stage. Dollar-weighting by win-rate comes later.
👷 PM Load
5 / 12
5 / 14
4 / 12
Active projects per PM vs the capacity your own scorecard uses. Install crews are subcontracted, so this is the real capacity read.
✅ Bottom Line: The one to watch this week: interconnection stalled on Kestrel Ridge Business Park — 34 days over. Also flagged: liquidated-damages exposure (Brightwater Logistics Center). 11 of 14 projects are green; the 5 items above are everything that moved off-track.
Written by plain rules from this week's data, with no outside AI service involved.
What each part of this page means

These are the names we use for each piece, so we can talk about them without describing them every time.

🚦 Portfolio Health
One word for the whole portfolio. Red means several things crossed a line at once, amber means at least one did, green means none did.
🎯 Targets
Are we on track, per goal. A grey tile means we are still missing either the target number or the data to measure it, which is deliberate: it shows what is outstanding rather than hiding it.
💵 Revenue Outlook
Money still to be invoiced in the next 30, 60 and 90 days, set against the Revenue Plan and against break-even.
📐 Revenue Plan
The four numbers the company runs on: the monthly revenue target, monthly break-even, monthly overhead, and expected margin.
🪜 Confidence Ladder
The discount applied to money the further out it is: 95% inside 30 days, 85% inside 60, 75% inside 90. Money promised for next week is more real than money promised for next quarter.
📈 Milestone Curve
The standard schedule of values, eight milestones from contract signing to final completion. It turns a project stage into how much of its contract has been earned and how much is still to come.
🧭 Leading Indicators
The five signals that move BEFORE revenue does. These are where there is still time to act; everything below them is history.
📊 Portfolio Snapshot
The five headline counts for this week, at a glance.
⚠️ Attention List
Only the items that crossed a threshold this week, ranked by urgency. Every one is a rule applied to the data, not a judgement call.
📋 Project Table
Every active project with its stage, owner, completion date and health.
🚚 Movement
What changed since last week: how many projects advanced a stage, how many slipped, and where work is piling up.
📅 Slip Log
Every completion date that moved out, and why. Beacon detects the move and fills in the project, dates, days and dollars; a person picks the reason. Over time it ranks what delay is actually costing.
📉 Variance Report
How good the forecast has been. Compares what was predicted into construction against what actually happened, over every week recorded.
🪜 Pipeline by Stage
How many projects and how many dollars are sitting at each stage right now.
👷 PM Load
How many active projects each project manager is carrying against their capacity. Going over capacity usually precedes their dates slipping.
✅ Bottom Line
The week in two or three sentences, written by plain rules from this week’s data. No outside AI service is involved.

Built by West Product Development. Connects to Smartsheet, and to the other trackers your team already lives in.