The Revenue Operating System

Know Your Revenue.
Own Your Profit.

One platform connecting every revenue decision.

So that you can build your business, not your spreadsheets.

app.revenuiq.ai
Dashboard
Pipeline
Forecast
Jobs
Revenue at Risk
Compensation
Growth Intelligence
Governance
Executive Dashboard
Revenue Operating System · All Regions · Q2 2026
Total Pipeline
$32.4M
↑ 22% vs last quarter
Contracted Backlog
$12.8M
↑ 8% this month
Forecast Confidence
84%
↓ 4pts · 6 items flagged
Revenue at Risk
$2.1M
14 active flags
OpportunityValueStageRepRegionClose
Bridgeport Office Tower Roof Replacement$1,240,000NegotiationDaxPhoenixJul 15
Highline Resort & Spa Reroof$1,650,000NegotiationKiraDenverSep 20
Metro Station Transit Hub$2,400,000At RiskHendersonAtlantaOct 15
Skyline Hotel & Convention Center$1,560,000ProposalDaxPhoenixSep 1
Westfield Shopping District$1,100,000NegotiationVesperAtlantaJul 20
Downtown Civic Center Restoration$2,100,000Closed WonVesperAtlantaApr 15
The Platform

One platform.
One source of truth.

Everything you need to forecast, manage, and grow revenue—from pipeline to payroll.

Pipeline

Stage tracking, probability weighting, coverage ratios, and win/loss analysis connected to revenue recognition downstream.

Weighted forecastStage velocity

Revenue at Risk

Continuous categorization across every open opportunity. Five risk types. Three severity levels. Always on.

Auto-detectionSeverity tiers

Forecast

Dual-mode: weighted pipeline revenue and recognized revenue from contracted jobs. Confidence scoring built in.

Confidence scorePeriod rollups

Jobs & Revenue

Every contracted project tracked through production — milestones, billing schedules, revenue recognition, health scoring.

Health scoreRev recognition

Compensation Engine

Reps see real-time earnings and tier progress. Leadership sees total liability by period. Any compensation plan — built in partnership with your team.

Any comp planReal-time

Commission Liability

Accrued commission as a balance sheet item. Aging schedule, forecast exposure, and period true-ups for your controller.

Accrual trackingTrue-up

Revenue Governance

Automated data quality auditing against every open opportunity. Forecast confidence scored before you commit to a number.

Quality scoringField auditing

Growth Intelligence

AI-ranked accounts with buying signal detection and auto-generated outreach. Email, call script, LinkedIn — ready to send.

Priority scoringAI outreach

Payroll Approval

Approved commissions queued for disbursement. Manager approval before any payment processes. Full audit trail every period.

Approval flowAudit trail

Built in the trades.
Engineered for growth.

RevenuIQ wasn't imagined in a conference room. It was built by people who have led sales teams, managed forecasts, sat through revenue meetings, wrestled with disconnected systems, and lived the realities of project-based businesses.

We didn't build another piece of software.

We built the platform we always wished we had.

Commercial Roofing

Large projects, long sales cycles, margin-sensitive. RevenuIQ tracks every opportunity from first contact to final invoice.

Building Envelope

Multi-phase projects with complex billing schedules. Revenue recognition and backlog visibility built in.

Mechanical & HVAC

Service contracts mixed with project work. RevenuIQ handles recurring revenue alongside project pipeline.

Electrical

Multi-region operations with estimator-to-rep handoffs. Unified pipeline and compensation across every office.

Restoration

Insurance-driven workflows with tight timelines. Pipeline moves fast — RevenuIQ keeps leadership current.

Concrete & Paving

Project-based with tight margin control. RevenuIQ surfaces margin erosion before it reaches the invoice.

Specialty Contractors

Niche trades with complex compensation structures. Any plan type — built in partnership, with full visibility for every role.

General Contractors

Managing subs, owners, and complex P&L. RevenuIQ gives executive leadership the full financial picture.

Revenue has become fragmented.
Customer information lives in one system.
Projects live in another.
Accounting lives somewhere else.
Compensation is calculated in spreadsheets.
Forecasts are assembled in meetings.

Executives spend more time searching for answers than making decisions.

We believe there's a better way.

RevenuIQ connects the systems you already rely on into a single Revenue Operating System — bringing together the data, people, and decisions that drive your business.

Because better visibility creates better decisions.

And better decisions create better businesses.

The Revenue Operating System

Don't replace your systems.
Connect them.

RevenuIQ sits above the software you already use — pulling operational, financial, and customer data into one executive intelligence layer. One place where leadership goes to make better revenue decisions.

RevenuIQ — Revenue Operating System
Executive intelligence layer
Pipeline
Forecast
Revenue at Risk
Jobs & Revenue
Compensation
Commission Liability
Growth AI
Governance
Payroll Approval
connects to
CRM
Salesforce · HubSpot · Dynamics
ERP / Accounting
QuickBooks · Sage · NetSuite
Field Service
ServiceTitan · AccuLynx
Construction
Procore · Dataforma
Connects to
Performance
"Are we going to hit plan?"

Quota attainment by rep, region, and period. Pipeline coverage ratios. Weighted forecast vs. target. Updated live — not assembled in a spreadsheet on Thursday afternoon.

When leadership needs a forecast, it's already there. When they need to know why it changed, RevenuIQ shows exactly which opportunities moved and why.

Pipeline Coverage — All Regions
3.2× coverage
Quota (Q2)
$8.4M
Period target
Attainment
84%
On pace
Region Attainment
Phoenix
108%
Denver
91%
Nashville
82%
Atlanta
76%
Forecast confidence 84% · 6 governance flags
Forecast
"What's our number this quarter?"

Two forecast views, always current. Weighted pipeline revenue for what's likely to close. Recognized revenue from contracted jobs already in production — with live job costing pulled directly from the field, so your forecast reflects what's actually happening on every project, not what was estimated six weeks ago.

Confidence scoring on every period. Leadership sees not just the number, but how much to trust it — and exactly what would need to change for it to move.

Q2 Revenue Forecast
84% confidence
Forecast Total
$7.1M
vs $8.4M target
Gap to Target
$1.3M
Closable
Forecast Breakdown
CommitHigh confidence · closes this quarter
$3.8M
Best CaseLikely · needs acceleration
$2.1M
ContractedLive job costing · recognized from active jobs
$1.2M
PipelineUpside · not committed
$4.2M
Updated live · 3 governance flags affecting confidence

Leadership doesn't need more reports.
They need fewer blind spots.

Revenue at Risk
"Where is revenue slipping?"

Most teams find out a deal was lost when it disappears from the pipeline. RevenuIQ watches every open opportunity automatically — categorizing risk before it becomes a miss.

Five risk categories. Three severity levels. Every flag actionable. Not a report you have to run — a system that never stops watching.

Past due close date — quantified by value
Stage stalled — no progression in 30+ days
High value, low confidence — exposure calculated
Missing next step — escalated automatically
Missing forecast category — flagged immediately
Revenue at Risk — Active Flags
$2.1M exposed
Metro Station Transit Hub
Stage stalled 38 days · No next step · $2.4M opp
Critical
$960,000
weighted
Bridgeport Office Tower Roof
Past due close date · 12 days overdue
Critical
$1,240,000
Northgate Corporate Campus
High value · Forecast confidence 28%
At Risk
$640,000
weighted
Pinecrest Assisted Living
No activity in 28 days
At Risk
$340,000
Harbor Point Retail Center
Missing forecast category
Watch
$395,000
Updated continuously · 14 total flags across all regions
Compensation Engine
"Does everyone know what they're going to make?"

Reps shouldn't have to wait until payday to know if their check is right. RevenuIQ shows every rep their earnings in real time — current commission, tier progress, and exactly what they need to close to hit the next bracket.

Leadership sees the same number from the other side — total commission liability tracked as a financial obligation, accrued by rep and by period, with a manager approval step before anything moves to payroll.

  • Reps see real-time earnings and tier waterfall — no payday surprises
  • Any compensation plan — we build it with you, then give everyone visibility into it
  • Commission liability reported as a real balance sheet obligation
  • Manager approval workflow before any payment processes
Compensation Engine — Q2 2026
Leadership View — Commission Liability
Total Accrued
$312,400
Pending Approval
$44,250
Rep View — Dax · My Earnings
$44,250
↑ On pace for $58,400 this period
Tier Progress — Standard Plan
Tier 3 — 20% GM commissionActive
$512K GM closed$198K to Tier 4 (24%)
Oak Grove Elementary School Roof+$8,200
Sunstate Commerce Center+$15,750
Bridgeport Office TowerPending close

Disconnected data creates uncertainty.
Connected data creates clarity.
Clarity creates better decisions.
Better decisions create growth.

Growth Intelligence · AI
"What should we focus on next?"

RevenuIQ's AI engine ranks every prospective account by likelihood to close — detecting buying signals like permit filings, roof age, contract renewals, and budget cycles — then generates the outreach automatically.

Your reps show up to every conversation with the right account intelligence, the right message, and the right timing. Not because they researched it. Because RevenuIQ did.

Growth Intelligence — Top Accounts
NE
Northgate Enterprises
Denver, CO · Commercial Roofing · $3.2M opp
92
Priority
Roof Age: 18 Years Permit Filed Budget Cycle Open
AI Recommended Outreach
"Hi [Name], Northgate's roof is entering year 18 and we noticed a permit was filed last week. With your Q3 budget cycle open, this may be the right moment to schedule an assessment before the window closes…"
48 accounts ranked · 12 new signals today View all →

Start where you are.
Grow into the full system.

Three editions for every stage of growth. No artificial feature limits within your tier.

Essentials
Get Started
For growing contractors ready to replace the spreadsheet. Pipeline, jobs, and compensation in one system.
  • Pipeline management & opportunity tracking
  • Job tracker with milestones
  • Commission calculations
  • Rep-level earnings view
  • CSV import — all systems
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Professional
Full Visibility
The complete revenue picture — from prospecting through revenue recognition. For teams serious about operating precision.
  • Everything in Essentials
  • Forecast engine + confidence scoring
  • Revenue at Risk module
  • Revenue Governance
  • Revenue Recognition
  • Growth Intelligence + AI
  • All 8 integration partners
  • Performance & Goals
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Enterprise
Full Platform
The complete Revenue Operating System for multi-region contractors and enterprise organizations.
  • Everything in Professional
  • AI Workforce configuration
  • Advanced compensation plans + liability reporting
  • Full API access
  • Multi-tenant management
  • Enterprise security + SSO
  • Dedicated onboarding
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the full picture?

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