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/Nexus”; the form evidence says otherwise. The rule in place (evidence wins) is applied and the flag stays until Firstgen settles it.
Marked bad in the dashboard; excluded from every count.
Left a voicemail.
This lead is marked bad. Bad is dashboard-only; the master sheet keeps its own value.
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.
Extracted from the notes, follow-ups and form text only; nothing is inferred. A correction you save wins over any future re-read.
Patio and front steps, slip-resistant finish.
Garage floor; moving in next month and wants it done first.
Master sheet Lead Source: “Website/Nexus”
Garage · 1,200 sq ft (from the notes) · 83835
$6,028 – $7,405middle half; median $6,537
Garage, 1,200 sq ft ±30%: jobs ran $4.54/sq ft to $6.82/sq ft (10th–90th percentile), totals $1,000 to $20,000, median job $5,553. 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 13, 2022 | Draper 84020 | 1,200 | $7,500 | $6.25 |
| Mar 15, 2022 | Layton | 1,200 | $6,672 | $5.56 |
| Jan 12, 2026 | Alpine | 1,205 | $5,835 | $4.84 |
| Feb 14, 2025 | Hooper | 1,195 | $5,580 | $4.67 |
| Aug 30, 2023 | Sandy | 1,205 | $11,145 | $9.25 |