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
Booked, date unknown: no status change, sales-sheet row or previous record supplies a date. Excluded from commission until set.
Scheduled the walkthrough.
Moved the appointment a week out at the customer's request.
No commission line: the booked date is unknown.
No job on the sales sheet yet.
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 “Internet Search”.
Master sheet Lead Source: “Internet Search”
any type · 170 sq ft (from the notes) · Park City
$1,203 – $1,913middle half; median $1,554
any project type, 170 sq ft ±30%: jobs ran $5.61/sq ft to $16.80/sq ft (10th–90th percentile), totals $413 to $5,111, median job $1,613. 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 $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 |
|---|---|---|---|---|
| Jun 10, 2024 | Park Citysame city | 160 | $3,465 | $21.65 |
| Jun 9, 2023 | Park City 84098same city | 180 | $1,960 | $10.89 |
| Mar 23, 2023 | Park City 84098same city | 150 | $1,050 | $7.00 |
| Jun 7, 2021 | Park City 84098same city | 200 | $1,700 | $8.50 |
| Apr 29, 2025 | Herriman | 165 | $1,388 | $8.41 |