WEEK TO DATE
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$0$25K$30K
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Gap to $25K
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Gap to $30K
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TODAY
$0
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Daily Goal $5,0000%
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To Go
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Jobs Closed
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Avg Ticket
YEAR TO DATE
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Jan
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Feb
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Mar
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Gross Margin
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Field Tech Scoreboard
My Store · Thu–Wed—
Team Total
Conserva Club
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Nice N' Easy
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Full Season
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Total Active
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Pre-Paid 2026
Pre-paid rate—
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Pipeline & Earnings
Open Pipeline
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Open Proposals
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Total Value
Commission This Period
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Calculated from upsells · SES/Commercial/Drainage
Coaching Texts
Auto-generated from live data · Copy to send
Owner & Admin Pipeline
Owner Actions — Today
Revenue Mix — YTD
Year-to-Date Revenue
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January
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February
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March
Revenue Mix — YTD
Lead Funnel vs Brand
⚠ Appt-to-Sale (21% vs 44%) is your #1 profit lever.
My Store vs Brand
Close rate & avg ticket by job type
| Job Type | My CR | My Avg $ | Brand CR | Brand Avg $ | Note |
|---|
Income Statement
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| Line Item | 2026 | 2025 (PY) | $ Change | % Change | Flag |
|---|---|---|---|---|---|
| Loading P&L data… | |||||
Smart Audit Notes
Lead to Appointment
48%
Brand: 58%
Brand benchmark shown in gray
Appointment to Sale
21%
Brand: 44%
🔴 Biggest gap — 19pts below brand. Follow-up speed is the fix (SOP 5).
Lead Conversion
10%
Brand: 26%
New Lead Sales: $9,921
151
Total Leads
YTD 2026
72
Appointments
48% of leads
15
Customers
22% of appts → sale
$9,921
New Lead Revenue
$661 avg per customer
Lead Source Performance
YTD 2026 · My Store · Sorted by conversion rate
| Channel | Leads | Appointments | Customers | Lead → Appt % | Conv % | Revenue | Quality |
|---|---|---|---|---|---|---|---|
| Client Referral | 1 | 1 | 1 | 100% | 100% | $649 | Best |
| Referral & Trade | 3 | 3 | — | 100% | — | — | Strong |
| Organic Search | 9 | 6 | — | 67% | — | — | Good |
| Grassroots Marketing | 8 | 6 | 1 | 75% | 14% | $484 | Monitor |
| Online Advertising | 83 | 36 | 9 | 41% | 11% | $5,245 | High volume, low conv. |
| Truck / Van Wrap | — | — | — | ~30% | — | — | Tops visually |
Lead Intelligence
🔴 Critical Gap
Appointment → Sale: 21% vs 44% brand
You're getting appointments but not closing them. 55 appointments → only 12 customers. That's 43 lost opportunities YTD. Fix: follow up within 24 hours per SOP 5 and run Sales Manager Mode weekly.
✅ Biggest Opportunity
Online Advertising: 83 leads, only 9 customers
Your largest lead source but only 11% conversion. If you closed at brand rate (25%), that's 20 customers instead of 9 — roughly 2x the revenue from the same ad spend.
⭐ What's Working
Referrals convert at 100%
Client Referral and Trade Alliance leads close every time. Invest in a formal referral ask after every install — this is free, high-quality lead generation.
⚠ Priority Action
14 leads went nowhere (7% conv)
The "nan" channel category has 14 leads with only 1 appointment. These are untagged leads — tag your sources in ServiceMinder so you know where every lead came from.
My Store vs Brand — Job Types
| Job Type | My CR | My Avg $ | Brand CR | Brand Avg $ | Note |
|---|
Owner & Admin Pipeline
Follow-Up Priorities
Team Access & PIN Management
| # | Name | Role | Dashboard | PIN | Status | Action |
|---|
Add New Team Member
Time Off Requests
4-week advance notice required · Approve or deny from here
Click Refresh to load requests
PIN changes take effect immediately. Removed members lose access instantly. All changes sync to the Google Sheet Pins tab.
Automation Controls
Morning Briefing
Daily 6:30 AM notification with revenue pace and review alerts
Midday Pace Check
Daily 12 PM check-in if any tech is below $500
Proposal Alert
Alert when proposals go 30+ days without close
V1 Estimate Notify
Email Ethan when a new estimate is submitted from install portal
Hector Signoff Notify
Notify Ethan when Hector marks a job complete (V5 trigger)
Callback Alert
Alert when 3+ callbacks occur in the fiscal week
Daily Data Entry
| Tech | WTD Revenue | Proposals | Won | Open Pipeline |
|---|---|---|---|---|
| Tyler Daisy | ||||
| Bruce Whitman | ||||
| Michael Kansler | ||||
| Edgar Torres | ||||
| Ben Moore | ||||
| Camron Ervin |