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
No commission until the master sheet says Booked.
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.
No notes or form text has been read for this lead yet. New text is picked up within 15 minutes.
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 “Referral | Knows Drake Myers”.
Master sheet Lead Source: “Referral | Knows Drake Myers”
Sales sheet Lead Type: Referral
Left a voicemail.
Texted to confirm the appointment.
Waiting on the HOA.
Basement · size unknown · 84040
$5.88/sq ft – $8.22/sq ftmiddle half; median $7.38/sq ft
Basement, any size: jobs ran $5.09/sq ft to $8.84/sq ft (10th–90th percentile), totals $1,650 to $8,860, median job $4,200. Enter square feet for a dollar range.
Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at — (n=0, median job —) against $7.38/sq ft for the rest (n=15). 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 |
|---|---|---|---|---|
| Sep 5, 2022 | Layton 84040same zip | 730 | $4,200 | $5.75 |
| Jul 28, 2026 | Sandy | 290 | $2,375 | $8.19 |
| May 1, 2026 | 84093 | 655 | $3,230 | $4.93 |
| Feb 18, 2026 | South Jordan 84084 | 200 | $1,650 | $8.25 |
| Feb 7, 2025 | Magna 84044 | 430 | $3,935 | $9.15 |