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
Unknown status on the sheet: “Follow Up”.
Scheduled the walkthrough.
Waiting on the HOA.
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.
Laundry and mudroom floors, quartz finish.
Master sheet Lead Source: “Website/Nexus”
any type · 13,186 sq ft (from the notes) · 84116
Not enough comparable jobs to guide from (1 matched any project type, 13,186 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 $6.18/sq ft (n=4, median job $4,743) against $5.63/sq ft for the rest (n=1,299). 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 |
|---|---|---|---|---|
| Dec 1, 2023 | Ogden | 9,710 | $41,699 | $4.29 |