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
Attribution conflict: the master sheet says “Website | Home and Garden”; the sales sheet says otherwise. The rule in place (master wins) is applied and the flag stays until Firstgen settles it.
Booked date Apr 10, 2024, 12:00 PM · from sales sheet conversion date
No answer; trying again tomorrow.
Waiting on the HOA.
Homeowner comparing two quotes; following up Friday.
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 “Website | Home and Garden”.
Master sheet Lead Source: “Website | Home and Garden”
Sales sheet Lead Type: Repeat Customer
Garage · 960 sq ft (from the notes) · Draper
$4,832 – $5,936middle half; median $5,320
Garage, 960 sq ft ±30%: jobs ran $4.55/sq ft to $6.74/sq ft (10th–90th percentile), totals $1,000 to $11,800, median job $5,009. The range above multiplies your square feet by the middle half of those rates.
Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at $5.50/sq ft (n=3, median job $4,235) against $5.68/sq ft for the rest (n=332). 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 |
|---|---|---|---|---|
| Apr 10, 2024 | Drapersame city | 990 | $6,283 | $6.35 |
| Jun 5, 2024 | Drapersame city | 895 | $5,016 | $5.60 |
| May 2, 2023 | Drapersame city | 875 | $4,500 | $5.14 |
| Feb 14, 2022 | Draper 84020same city | 873 | $5,334 | $6.11 |
| Aug 18, 2026 | Drapersame city | 1,075 | $5,351 | $4.98 |