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 Mar 1, 2021, 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: Stephanie Rearick”.
Master sheet Lead Source: “Referral: Stephanie Rearick”
Sales sheet Lead Type: Referral
Homeowner comparing two quotes; following up Friday.
Moved the appointment a week out at the customer's request.
Sent the color options.
any type · size unknown · 84040
$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 |
|---|---|---|---|---|
| Sep 30, 2026 | Layton 84040same zip | 1,040 | $5,340 | $5.13 |
| Jun 8, 2026 | Layton 84040same zip | 190 | $700 | $3.68 |
| May 19, 2026 | Layton 84040same zip | 845 | $4,000 | $4.73 |
| May 14, 2024 | Layton 84040same zip | 100 | $1,900 | $19.00 |
| Feb 29, 2024 | Layton 84040same zip | 1,585 | $17,588 | $11.10 |