Pencairn · Insight within reach
A clearer view of one month in your business.
Enter monthly totals for your service business. Pencairn turns them into nine transparent indicators for collections, listed costs, quotes, jobs, and customers.
Complete Monthly Snapshot · all nine indicators · $20 one time · no subscription
Fictional sample · Complete
Figures shown are synthetic and are not customer results.
Payments collected / invoiced revenue
82.3%
Difference between invoiced and collected totals
$2,200.00
Payments collected less listed costs
$6,100.00
Share of collected payments left after listed costs
59.8%
Every result has its formula and limits. The four free indicators are included in Complete; the other five cover Sales Pipeline, Job Activity, and Customer Mix.
Manual totals · One calendar month · Fixed formulas
No bookkeeping connection · Private reports expire after 30 days
The offer
Start with four. See the full monthly picture for one fixed price.
Both reports use one reporting month and the same metric definitions. Complete includes all existing report sections in a single one-time purchase.
Three monthly totals show how your invoiced, collected, and listed-cost figures compare.
- Payments collected / invoiced revenue
- Difference between invoiced and collected totals
- Payments collected less listed costs
- Share of collected payments left after listed costs
Seven counts add context for quotes, jobs, and customers served.
- Quotes sent / leads received in period
- Quotes accepted / quotes sent in period
- Share of completed and cancelled jobs cancelled
- Monthly invoiced revenue per completed job
- Returning customers / customers served
Complete Monthly Snapshot · $20 one time · no subscription. Sales Pipeline, Job Activity, and Customer Mix are included.
Where it fits
A small companion to the tools that keep your books.
QuickBooks, Xero, Wave, and FreshBooks offer accounting records and business reports. LivePlan, Fathom, and Syft cover planning, management reporting, dashboards, and forecasting. Those products serve broader workflows and can work alongside a manual Pencairn check-in.
Pencairn is for a narrower task: enter aggregate totals for one month and see fixed calculations with the formulas beside them. It does not connect to those platforms, reconcile transactions, match invoices, calculate accounting profit, or forecast.
AI-assisted summaries are another way to review business data. Pencairn keeps its outputs tied to deterministic arithmetic and explains what those totals cannot show.
Positioning reviewed against official product materials on October 20, 2026. This is not a feature-by-feature ranking or a claim that other products lack these functions.
Sample Monthly Snapshot report
Example report · fictional inputs
See the arithmetic behind the summary.
This sample is calculated by the same functions used for private reports. It is not a customer record, forecast, benchmark, or verified result.
Complete Monthly Snapshot · $20 one time
All nine indicators: the four free indicators plus Sales Pipeline, Job Activity, and Customer Mix.
- Payments collected / invoiced revenue
- 82.3%
- Compares the payments and invoice totals you entered for this month. The Snapshot does not match payments to individual invoices or align them to invoice dates, so this is not a collection rate for a specific invoice group.
- Formula: Payments collected ÷ invoiced revenue × 100
- Difference between invoiced and collected totals
- $2,200.00
- Subtracts the monthly payments-collected total from the monthly invoiced total. It is only the difference between two aggregate figures; it is not invoice-level matching or necessarily the amount currently owed to you.
- Formula: Invoiced revenue − payments collected
- Payments collected less listed costs
- $6,100.00
- Subtracts the operating costs you chose to include from payments collected. It excludes unlisted costs and accounting adjustments, so it is not accounting profit.
- Formula: Payments collected − total listed operating costs
- Share of collected payments left after listed costs
- 59.8%
- Shows the share of payments collected that remains after subtracting the costs you listed. It uses only your totals and is not accounting profit or a comparison with another business.
- Formula: (Payments collected − total listed operating costs) ÷ payments collected × 100
- Quotes sent / leads received in period
- 66.7%
- Divides quotes sent during the selected month by leads received during that month. The totals are not matched lead by lead; quotes may relate to earlier leads, so this is not a conversion rate for a matched lead group.
- Formula: Quotes sent in period ÷ leads received in period × 100
- Quotes accepted / quotes sent in period
- 50.0%
- Divides quotes accepted during the selected month by quotes sent during that month. The counts are not matched to the same quotes, so this is not a cohort conversion rate and may exceed 100%. Accepted quotes are not counted as completed jobs.
- Formula: Quotes accepted in period ÷ quotes sent in period × 100
- Share of completed and cancelled jobs cancelled
- 7.7%
- Divides cancelled jobs by the completed and cancelled jobs you entered for this month. It does not include jobs still open or scheduled, or explain why any job was cancelled.
- Formula: Cancelled jobs ÷ (completed jobs + cancelled jobs) × 100
- Monthly invoiced revenue per completed job
- $1,033.33
- Divides the month’s total invoiced revenue by completed jobs recorded for the same month. It does not match invoices to individual jobs.
- Formula: Total period invoiced revenue ÷ completed jobs in period
- Returning customers / customers served
- 41.7%
- Divides returning customers served by the total of new and returning customers served during the selected month. It uses counts only and does not identify customers or explain why they returned.
- Formula: Returning customers served ÷ (new + returning customers served) × 100
View the fictional figures entered
- Invoiced revenue
- $12,400
- Payments collected
- $10,200
- Listed operating costs
- $4,100
- Leads received
- 24
- Quotes sent
- 16
- Quotes accepted
- 8
- Jobs completed
- 12
- Jobs cancelled
- 1
- New customers served
- 7
- Returning customers served
- 5
- The report summarizes figures entered manually for one calendar month. It does not connect to books, invoices, bank accounts, or customer records.
- Percentages compare monthly totals or counts; they are not benchmarks or matched records.
- Invoiced revenue minus payments collected is not invoice-level matching and is not necessarily accounts receivable.
- Payments collected minus listed operating costs is not accounting profit. Other costs and accounting adjustments are not included unless entered.
- This formula-based summary is not bookkeeping, accounting, tax preparation, forecasting, or financial advice. It does not verify source records or explain why results occurred.
A short customer journey
Enter once, review first, decide after.
01
Choose a monthUse one calendar month for every amount and count.
02
Enter totalsAdd the figures you already have. No account connection is required.
03
Read the formulasReview the free report, then reuse safe same-month totals if you upgrade.
Complete is $20 one time. Hosted checkout opens only after you review the full scope and price.