D&S

DS Operations & Finance
User Manual

Complete guide to your business intelligence & operations platform

CompanyDust and Shout
LocationJefferson City, MO
Version2026 Edition
PlatformGoogle Apps Script
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Table of Contents

  1. Application Overview
  2. Navigation & Interface
  3. Main Dashboard
  4. Weekly Scorecard
  5. Analytics — Overview
  6. Analytics — Trends
  7. Analytics — Leads
  8. Analytics — Sales
  9. Analytics — Reviews
  10. Analytics — Tools (Compare, History, AI Analysis)
  11. Data Entry
  12. Inventory
  13. Quote Calculator
  14. Finance
  15. Team
  16. Docs
  17. KPI Glossary & Targets
  18. Tips & Best Practices
🏠

Application Overview

The DS Operations & Finance platform is Dust and Shout's central command center for business intelligence, operations, and financial management. Built on Google Apps Script, it connects directly to your operational data and surfaces the metrics that matter most — in real time.

📊

Live Scorecards

Instant visibility into 11 critical KPIs with color-coded status indicators every week.

📈

Trend Analytics

Revenue, labor, leads, and client growth charts across custom date ranges.

✏️

Data Entry

Log cleans, leads, callouts, ad spend, and operational data in one place.

🧮

Quote Calculator

Generate accurate quotes for new clients based on home size and service frequency.

📦

Inventory Tracking

Monitor cleaning supply stock levels, usage, and reorder points.

💳

Finance Module

Track accounts receivable, expenses, deposits, and month-to-date financials.

👥

Team Management

Manage cleaners, trainees, schedule info, and staffing pipeline.

🤖

AI Analysis

Get AI-powered business insights and recommendations based on your live data.

💡 Who This Manual Is For
This manual is intended for owners, operations managers, and team leads at Dust and Shout who use the platform for weekly reviews, data entry, financial oversight, and business decisions.
📊

Main Dashboard

The Main Dashboard is the default landing page every time you open the app. It gives you an immediate, at-a-glance view of business health without needing to navigate anywhere. Think of it as your weekly business review page.

Dashboard Components

1

Weekly Scorecard

The primary section — 11 KPIs with current week values, targets, and status badges (ON TRACK / RED FLAG / NO DATA). See the full Scorecard section below for details on each metric.

2

Month-to-Date Summary Cards

Six summary cards showing MTD totals: Revenue, Cleans, Leads, Ad Spend, Callouts, and Deposits. These give a quick pulse on the current month's momentum.

3

Weekly Revenue Chart

A bar chart of the last 8 weeks of revenue. The teal bars show actual revenue; dashed lines show the 8-week average and your $1M annual pace target.

4

Labor % Chart

A line chart tracking your Labor Cost % over time, with color-coded target zones: Green (<38%), Amber (<42%), Red (45%+).

5

Daily Revenue — Last 30 Days

Bar chart showing revenue earned each working day over the past 30 days. Useful for spotting slow weeks and seasonal patterns.

6

Last 8 Weeks Table

Tabular data showing week-by-week: Revenue, Labor %, Leads, Closed, CAC, and Callouts. Quickly compare recent performance at a glance.

7

Last 12 Months Table

Monthly rollup showing Revenue, Labor %, Month-over-Month growth, Total Clients, and Owner's Monthly payment — for the past year.

💡 Quick Weekly Review Flow
Start at the KPI Alert Banner → Review the Scorecard → Check the Month-to-Date cards → Glance at the revenue and labor charts. This 5-minute review tells you everything you need to know about the week.
🎯

Weekly Scorecard

The Weekly Scorecard is the heartbeat of the dashboard. It tracks 11 key performance indicators that together tell the complete story of your business's health. Each metric includes the current week's value, a target threshold, and a status indicator.

Status Indicators

Every KPI shows one of three statuses:

ON TRACK  Value meets or exceeds the target.   RED FLAG  Value is below target — immediate attention needed.   NO DATA  Data has not been entered yet for this period.

The 11 KPIs

1. Weekly Revenue
Leading indicator of system health. Tells you if the business is producing enough work.
Target: $10,000+/week
2. Labor Cost %
Your #1 margin lever. Labor as a % of revenue. High labor % crushes profitability.
Target: < 42%
3. Close Rate (Quote to Book)
Tells you if your ad spend is efficient. What % of quotes convert to bookings?
Target: 50%+
4. Solo-Ready Cleaners Active
Your current growth ceiling. More qualified cleaners = more capacity for clients.
Target: 12+ (at scale)
5. AR Balance
Cash flow risk at scale. Accounts receivable balance — keep this low to avoid cash crunches.
Target: < $2,200 (5%)
6. Client Retention
LTV only works if clients stay. Number of active recurring clients week over week.
Target: Grow week over week
7. Cost Per Lead / Per Booking
Is your ad spend efficient or just busy? What you're paying per lead and per booking.