Sample dashboard. Made-up names and numbers; nothing you change here is saved.Get one with your numbers in it →
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Booked date Apr 4, 2022, 12:00 PM · from sales sheet conversion date
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 “referral - neighbors the richards”.
Master sheet Lead Source: “referral - neighbors the richards”
Sales sheet Lead Type: Referral
Moved the appointment a week out at the customer's request.
Asked for a weekend install.
Scheduled the walkthrough.
Garage · size unknown · Highland
$5.20/sq ft – $6.59/sq ftmiddle half; median $5.67/sq ft
Garage, any size: jobs ran $4.73/sq ft to $8.10/sq ft (10th–90th percentile), totals $300 to $23,515, median job $4,000. Enter square feet for a dollar range.
Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at $5.50/sq ft (n=3, median job $4,235) against $5.68/sq ft for the rest (n=332). 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 |
|---|---|---|---|---|
| May 1, 2026 | Highland 84003same city | 545 | $2,500 | $4.59 |
| Aug 19, 2023 | Highlandsame city | 920 | $5,190 | $5.64 |
| Sep 16, 2022 | Highland 84003same city | 1,370 | $7,225 | $5.27 |
| Apr 25, 2022 | Highland 84003same city | 1,270 | $13,345 | $10.51 |
| Apr 4, 2022 | Highlandsame city | 1,985 | $10,609 | $5.34 |