Every client gets a dashboard shaped around their own business. Here are six examples that show the range. All numbers are sample data.
Owner's weekly scorecard
For a 12-truck heating and air company
Revenue this week
$84.2k
+9%
Replacement close rate
31%
−11 pts
Calls answered
91%
+3 pts
Revenue by week, last 8 weeks ($k)
alert3 replacement estimates over $8k have had no follow-up in 5 days.
SAMPLE DATA
Dispatch and missed-call board
For a residential plumbing shop with 2 locations
Calls today
64
+12
Missed, no callback
5
+2
Avg. time to callback
11 min
−4 min
Missed calls by hour, today
alertMissed calls spike after 4 PM. 5 went unanswered yesterday.
SAMPLE DATA
Storm lead pipeline
For a roofing contractor working insurance claims
Open inspections
42
+18
Claims approved
67%
+5 pts
Avg. job value
$14.8k
−$0.6k
This month: leads to signed jobs
watch12 approved claims have no signed contract yet.
SAMPLE DATA
Front desk and chair time
For a 3-location dental group
Chair utilization
78%
+4 pts
No-shows this week
19
+6
Unscheduled treatment
$46k
−$8k
No-show rate by week (%)
alertNo-show rate is up 3 weeks in a row at the Frisco office.
SAMPLE DATA
Multi-location daily sales
For a 4-location restaurant group
Sales yesterday
$31.6k
+6%
Food cost
33.8%
+1.9 pts
Avg. check
$27.40
+$0.80
Sales yesterday by location ($k)
watchArlington labor cost ran 34% of sales on Tuesday.
SAMPLE DATA
Online store health
For a Shopify brand doing $2M a year
Orders this week
612
+14%
Conversion rate
2.1%
−0.4 pts
Repeat customers
28%
+2 pts
Daily orders, last 14 days
NoteBest-seller restock arrives Friday. 9 days of stock left at current pace.
SAMPLE DATA
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