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
Jump to a screen or find a lead
Date on file Sep 10, 2024 (sales sheet conversion date). It becomes the booked date once the master sheet says Booked.
Estimate signed; install on the books.
Homeowner comparing two quotes; following up Friday.
Scheduled the walkthrough.
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.
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 “Form Lead”.
Master sheet Lead Source: “Form Lead”
Sales sheet Lead Type: Website
Garage · 400 sq ft (from the notes) · no place
$2,198 – $2,852middle half; median $2,403
Garage, 400 sq ft ±30%: jobs ran $5.14/sq ft to $8.17/sq ft (10th–90th percentile), totals $1,391 to $4,980, median job $2,733. The range above multiplies your square feet by the middle half of those rates.
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 |
|---|---|---|---|---|
| Aug 10, 2026 | 84070 | 400 | $2,000 | $5.00 |
| Sep 9, 2024 | Lead | 400 | $2,120 | $5.30 |
| Aug 19, 2022 | Park City 84098 | 400 | $4,150 | $10.38 |
| Apr 20, 2023 | West Jordan 84081 | 395 | $2,595 | $6.57 |
| Mar 14, 2023 | Centerville 84014 | 405 | $1,608 | $3.97 |