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YOUR LOGOClient Portal
LAST 30 DAYSSpend$184K▲ 12%
ROAS4.2x▲ 0.3
Leads2,931▲ 18%
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Finance OverviewJUN 2026
Revenue$2.3B▼ vs plan
EBITDA$418.8M▼ vs plan
Gross Margin40.3%▲ vs plan
Why is EBITDA below plan?
Industrial ran 6% under plan in Q2, mostly freight costs.SOURCE: NETSUITE, Q2 CLOSE
Follow-Up Draft
EditApprove
TOJordan Lee
SUBJECTNext steps from today’s call
CRM ACTIONS
Deal moved to Proposal
2 follow-up tasks created
Call notes logged
Where the Work StandsTHIS WEEK
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