🔄Data refreshed —|Next refresh Oct 31, 1:00 PM· syncs hourly
📊 Owner Dashboard
Executive summary — October 2026
☀️ Today at a glance
Springfield, CA · updated liveLeads in
0
0 web · 0 call leads
Booked today
0
opportunities booked
Sold today
$0
0 estimates
Avg ticket
$0
per estimate today
Speed to lead
—
0 web leads ≤1 min
Top rep today
—
no sales yet
Install load
142
pending installations
Warranty rate
—
0 of installs came back · 90d
Open warranties
0
no emergencies
Upset today
0
negative-sentiment calls
Membership adds
0
memberships sold today
Top channel
—
no leads yet
SpringfieldCA · 10-day
Today70°57°
Sun64°52°
Mon73°52°
Tue76°60°
Wed79°56°
Thu77°63°
Fri82°61°
Sat85°65°
Sun84°66°
Mon81°69°
Booked sales MTD
$698K
66 sold · $10,582 avg
Close rate
55%
164 sold / 297 ran
Install backlog
$3.27M
142 active jobs
Payments due
$3.27M
$0 collected
Open pipeline
$396K
24 opportunities
Cost of marketing
1%
↓ from 2% last month
🏆Sales & close rate
View report →Booked sales (MTD)$698,442
Deals · avg ticket66 · $10,582
Close rate (completed jobs)55%
Top performers
🥇 Denise Coleman$390,787
🥈 Bianca Russo$333,597
🥉 Selena Ortiz$306,239
🔧Production pipeline
View report →Scheduled$0
In progress$0
On hold$0
Collected$0
Still due$3,268,220
🎯Opportunities (follow-up)
View report →Open opportunities24
Open value$396,081
Behind / neglected1
At-risk value$14,355
Most behindUnassigned (1)
📞CSR performance
View report →Jobs booked (MTD)0
Jobs completed0
Month goal80
On-track pace0%
Day 31 of 31
📣Marketing ROI
View report →Sales attributed$698,442
Marketing spend$8,990
Cost of marketing1%
Paid leads · booked341 · 48%
Best ROI campaignAngi (8522%)
🚪Direct department
View report →Direct sales (MTD)$0
Deals closed0
Avg ticket$0
Inside-sales reps
🎧Experience & rescue
View report →Web leads called ≤1 min—%
Web leads never called0
Positive call sentiment40% ↓8
Calls analysed20 · 4 negative
LSA (paid) missed bookings0 ·
Rescue queue · re-booked15 · 0
Membership retention85% · 40 active
How these numbers are defined
Booked sales — every estimate sold this month (by sale date), across all business units and reps. This is the same figure as the Marketing KPI “Total Sales,” and reflects contracts signed — not completed/installed revenue.
Close rate — completed jobs that had a sale ÷ completed jobs this month. It’s a completion-based ratio, so its denominator is different from booked sales (early in the month it reads low).
Install backlog & payments — active (not-yet-completed) install jobs only: total contract value, with deposits collected vs balance still due.