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
Date on file Jun 17, 2024 (sales sheet conversion date). It becomes the booked date once the master sheet says Booked.
Measured the space; prep is light.
Texted to confirm the appointment.
No answer; trying again tomorrow.
Estimate signed; install on the books.
No commission until the master sheet says Booked.
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 “Elevated Website”.
Master sheet Lead Source: “Elevated Website”
Sales sheet Lead Type: Website
Patio · size unknown · 84098
$5.66/sq ft – $8.46/sq ftmiddle half; median $6.84/sq ft
Patio, any size: jobs ran $5.09/sq ft to $13.65/sq ft (10th–90th percentile), totals $350 to $9,446, median job $2,690. Enter square feet for a dollar range.
Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at — (n=0, median job —) against $6.84/sq ft for the rest (n=35). 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 17, 2024 | Park City 84098same zip | 1,745 | $9,446 | $5.41 |
| Jun 3, 2025 | Park Citysame city | 25 | $350 | $14.00 |
| Feb 18, 2025 | Park Citysame city | 820 | $4,009 | $4.89 |
| Nov 12, 2024 | Park Citysame city | 1,555 | $3,343 | $2.15 |
| Oct 11, 2024 | Park Citysame city | 1,120 | $6,348 | $5.67 |