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 Jan 18, 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”.
Master sheet Lead Source: “Referral”
Sales sheet Lead Type: Referral
Sent the color options.
Moved the appointment a week out at the customer's request.
Scheduled the walkthrough.
any type · size unknown · 84059
$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 |
|---|---|---|---|---|
| Mar 8, 2022 | Vineyard 84059same zip | 310 | $1,700 | $5.48 |
| Jan 18, 2022 | Vineyard 84059same zip | 530 | $2,400 | $4.53 |
| Feb 3, 2021 | Vineyard 84059same zip | 550 | $2,600 | $4.73 |
| May 25, 2022 | Orem 84059same zip | 705 | $4,000 | $5.67 |
| Aug 30, 2021 | Orem 84059same zip | 506 | $2,646 | $5.23 |