Sample dashboard. Made-up names and numbers; nothing you change here is saved.Get one with your numbers in it →
Search
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.
Left a voicemail.
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”
Commercial · 3,000 sq ft (from the notes) · 84049
Not enough comparable jobs to guide from (0 matched Commercial, 3,000 sq ft ±30%; 5 needed). Widen the match by clearing the square feet or the project type.
No comparable jobs.