Sample dashboard. Made-up names and numbers; nothing you change here is saved.Get one with your numbers in it →
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Jump to a screen or find a lead
Attribution conflict: the master sheet says “HomeMag”; the sales sheet says otherwise. The rule in place (master wins) is applied and the flag stays until Firstgen settles it.
Date on file Apr 30, 2021 (sales sheet conversion date). It becomes the booked date once the master sheet says Booked.
Estimate signed; install on the books.
Texted to confirm the appointment.
Left a voicemail.
No commission until the master sheet says Booked.
Score = 50 + the points above, held between 0 and 100. Points = (that group's historical close rate − the overall rate) × 100, capped at ±20, only where the group has 10+ decided leads.
No notes or form text has been read for this lead yet. New text is picked up within 15 minutes.
Extracted from the notes, follow-ups and form text only; nothing is inferred. A correction you save wins over any future re-read.
No form submission. The master sheet lists the source as “HomeMag”.
Master sheet Lead Source: “HomeMag”
Sales sheet Lead Type: Job on hold due to daughter having life crisis. Will stay in contact to get project done.
any type · size unknown · 84121
$5.00/sq ft – $6.78/sq ftmiddle half; median $5.63/sq ft
any project type, any size: jobs ran $4.18/sq ft to $9.41/sq ft (10th–90th percentile), totals $150 to $88,768, median job $3,750. Enter square feet for a dollar range.
Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at $6.18/sq ft (n=4, median job $4,743) against $5.63/sq ft for the rest (n=1,299). Too few of either to compare yet. Tick “needs repair or leveling” to limit the comps to those jobs.
| Date | Where | Sq ft | Total | Rate |
|---|---|---|---|---|
| Jan 17, 2025 | Murray 84121same zip | 535 | $2,740 | $5.12 |
| May 5, 2023 | Murray 84121same zip | 690 | $4,925 | $7.14 |
| Aug 23, 2021 | Murray 84121same zip | 115 | $1,464 | $12.73 |
| Apr 30, 2021 | Murray 84121same zip | 600 | $2,636 | $4.39 |
| Apr 28, 2021 | Murray 84121same zip | 455 | $2,575 | $5.66 |