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
No commission until the master sheet says Booked.
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.
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 “-”.
Master sheet Lead Source: “-”
Homeowner comparing two quotes; following up Friday.
Sent the color options.
Homeowner comparing two quotes; following up Friday.
- · size unknown · -
Not enough comparable jobs to guide from (0 matched -, any size; 5 needed). Widen the match by clearing the square feet or the project type.
No comparable jobs.