Sample dashboard. Made-up names and numbers; nothing you change here is saved.Get one with your numbers in it →
Search
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.
Texted to confirm the appointment.
Homeowner comparing two quotes; following up Friday.
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 “blank”.
Sales sheet Lead Type: Internet Search
Shop / warehouse · 3,600 sq ft (from the notes) · West Valley City
Not enough comparable jobs to guide from (2 matched Shop / warehouse, 3,600 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 $5.20/sq ft for the rest (n=18). 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 |
|---|---|---|---|---|
| Jul 30, 2025 | West Valley Citysame city | 3,535 | $13,408 | $3.79 |
| Dec 8, 2023 | Lead | 3,000 | $6,400 | $2.13 |