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: “”.
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.
No form submission. The master sheet lists the source as “Facebook”.
Master sheet Lead Source: “Facebook”
Asked for a weekend install.
Moved the appointment a week out at the customer's request.
Estimate signed; install on the books.
Basement · 1,400 sq ft (from the notes) · Draper
Not enough comparable jobs to guide from (3 matched Basement, 1,400 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 — (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 |
|---|---|---|---|---|
| Feb 8, 2024 | Lehi 84043 | 1,200 | $8,860 | $7.38 |
| Jun 2, 2023 | Eagle Mountain | 1,200 | $6,400 | $5.33 |
| Feb 17, 2022 | Salt Lake City 84102 | 1,200 | $5,145 | $4.29 |