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 Dec 8, 2025, 12:00 PM · from sales sheet conversion date
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 “Fluence”.
Master sheet Lead Source: “Fluence”
Sales sheet Lead Type: Fluence, Repeat Customer
Estimate signed; install on the books.
Left a voicemail.
Left a voicemail.
Asked for a weekend install.
Garage · 150 sq ft (from the notes) · 84108
$1,028 – $1,635middle half; median $1,208
Garage, 150 sq ft ±30%: jobs ran $5.74/sq ft to $11.08/sq ft (10th–90th percentile), totals $688 to $2,125, median job $1,208. 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 |
|---|---|---|---|---|
| Mar 19, 2024 | Herriman 84091 | 150 | $1,765 | $11.77 |
| Mar 23, 2023 | Park City 84098 | 150 | $1,050 | $7.00 |
| Mar 7, 2022 | North Salt Lake City 84054 | 150 | $1,208 | $8.05 |
| Apr 8, 2024 | Herriman 84096 | 180 | $1,234 | $6.86 |
| Jun 9, 2023 | Park City 84098 | 180 | $1,960 | $10.89 |