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
Attribution conflict: the master sheet says “Posted in DayBreak residents”; the sales sheet says otherwise. The rule in place (master wins) is applied and the flag stays until Firstgen settles it.
Booked date Jun 13, 2022, 12:00 PM · from sales sheet conversion date
Left a voicemail.
No answer; trying again tomorrow.
Moved the appointment a week out at the customer's request.
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 “Posted in DayBreak residents”.
Master sheet Lead Source: “Posted in DayBreak residents”
Sales sheet Lead Type: Facebook/Referral
Garage · size unknown · 84009
$5.20/sq ft – $6.59/sq ftmiddle half; median $5.67/sq ft
Garage, any size: jobs ran $4.73/sq ft to $8.10/sq ft (10th–90th percentile), totals $300 to $23,515, median job $4,000. Enter square feet for a dollar range.
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 |
|---|---|---|---|---|
| May 22, 2026 | South Jordan 84009same zip | 1,955 | $9,553 | $4.89repair |
| Jun 25, 2025 | South Jordan 84009same zip | 720 | $1,260 | $1.75 |
| Jan 31, 2025 | South Jordan 84009same zip | 690 | $3,823 | $5.54 |
| Jan 24, 2024 | South Jordan 84009same zip | 885 | $5,000 | $5.65 |
| Jun 23, 2023 | South Jordan 84009same zip | 480 | $2,675 | $5.57 |