The Solution: Dashboards that Drive Action

With ProNovos, Jolly Roofing implemented tailored dashboards that deliver the right insights to the right people, enabling data-driven action across the organization.

Cash flow forecasting:

Glaude now forecasts cash inflows and outflows 4 to 6 weeks in advance, using projected labor costs and remaining job budgets. This proactive view replaces guesswork with data-driven certainty.

In one report to leadership, Glaude demonstrated how they were projected to generate significantly more in revenue than they were set to spend in the coming month, a level of insight that transformed confidence in financial decision-making.

Custom Reporting Aligned to Jolly’s Workflows

As Jolly Roofing matured in its use of ProNovos, one of the most impactful steps was building custom reports that accurately reflected the company’s actual operations. Rather than forcing their workflows into rigid templates, they worked closely with the ProNovos team to develop reporting that aligned with their real-world processes, internal goals, and leadership priorities.

The result was a suite of highly relevant dashboards and reports tailored by role, department, and region. Leadership can now analyze performance at a glance by customer, project, or team while Glaude and his finance team dig into custom views for tracking trends, forecasting, and monthly reviews.

These custom reports also help the team spot issues early, streamline strategic meetings, and reduce reliance on time-consuming spreadsheets.

Empowering the Field

Project Managers now work with live dashboards instead of static PDFs. They can drill into job-level details, compare margins against budget, and monitor where they’re trending over or under.

The Results: Financial Intelligence in Real Time

Bonus reports now take less than an hour, a significant time-saver from the previous 6-hour process.

Forecasting is now proactive, allowing the team to plan instead of reacting to past data.

Field teams are more engaged, with real-time insights leading to sharper questions and better decisions.

Leadership gains instant visibility into performance by customer, region, or role, all within a few clicks.

Reports are built around Jolly’s actual workflows, not constrained by one-size-fits-all templates.

Results that Scale with the Business

By partnering with ProNovos, Jolly Roofing has transformed the way it manages data across finance, operations, and the field. From time-saving custom reports to forward-looking cash flow insights, the team now has the tools to make faster, smarter decisions and drive better results across every department.