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.
No commission line: the booked date is unknown.
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 “Repeat Customer”.
Master sheet Lead Source: “Repeat Customer”
Sales sheet Lead Type: Repeat Customer
Sent the color options.
Estimate signed; install on the books.
Moved the appointment a week out at the customer's request.
Moved the appointment a week out at the customer's request.
Restaurant · 200 sq ft (from the notes) · Murray
Not enough comparable jobs to guide from (0 matched Restaurant, 200 sq ft ±30%; 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 $7.63/sq ft for the rest (n=1). Too few of either to compare yet. Tick “needs repair or leveling” to limit the comps to those jobs.
No comparable jobs.