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.
Scheduled the walkthrough.
Homeowner comparing two quotes; following up Friday.
No commission line: the booked date is unknown.
Suggested for this lead:
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”
Sales sheet Lead Type: Repeat Customer
Building · size unknown · 84101
Not enough comparable jobs to guide from (2 matched Building, any size; 5 needed). Widen the match by clearing the square feet or the project type.
Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at — (n=0, median job —) against $5.78/sq ft for the rest (n=2). 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 |
|---|---|---|---|---|
| Jan 16, 2024 | Salt Lake City 84101same zip | 2,549 | $11,609 | $4.55 |
| Jul 3, 2024 | Salt Lake Citysame city | 575 | $4,025 | $7.00 |