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 Sep 9, 2024, 12:00 PM · from sales sheet conversion date
Moved the appointment a week out at the customer's request.
Homeowner comparing two quotes; following up Friday.
Left a voicemail.
No answer; trying again tomorrow.
Scheduled the walkthrough.
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 “Form Lead”.
Master sheet Lead Source: “Form Lead”
Sales sheet Lead Type: Website
Garage · 380 sq ft (from the notes) · no place
$2,060 – $2,705middle half; median $2,264
Garage, 380 sq ft ±30%: jobs ran $5.12/sq ft to $8.29/sq ft (10th–90th percentile), totals $1,391 to $4,424, median job $2,595. 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 |
|---|---|---|---|---|
| Sep 24, 2025 | Lead | 375 | $2,145 | $5.72 |
| Apr 10, 2024 | Lead | 385 | $1,850 | $4.81 |
| May 25, 2022 | Salt Lake City 84109 | 375 | $3,750 | $10.00 |
| Oct 7, 2026 | Lead | 370 | $2,278 | $6.16 |
| Mar 6, 2023 | Kamas 84036 | 370 | $2,000 | $5.41 |