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ThePulse

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Trade
Market
Key Metrics — Today
Revenue
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Forecast (today's total)
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Projected revenue
MTD Revenue
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— of quota · — jobs
Jobs completed
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Excl. no-charge
Avg job value
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For selected day
Active techs
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of total
Leads this month
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Open / Converted
Revenue by trade
Month to date
Click a trade row to split Install / Service / Sales / Maintenance
Revenue by region
Month to date
Lead pipeline
Status breakdown — month to date
Open Converted Dismissed
Target vs Actual
Quota
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Daily target
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MTD
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Days left
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Revenue by Channel
Direct to Consumer ▾
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Fast + Warranty
Business to Business ▾
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GHL, PM, Commercial
The Home Depot
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All THD non-commercial
Lowes
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Retail partner · no budget
HD Supply
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Distributor · no budget
Budget vs Actual
Total budget
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Actual
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% to budget
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Daily pace to budget
Bars: daily revenue · Line: cumulative % to budget
<60% 60–90% ≥90%
By trade
Budget vs actual
By region
Water Heater only
Team Quota
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% to monthly quota
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% to quota as of yesterday
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Daily makeup needed
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Today's Sales Team Calls
Calls handled
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By Sell-licensed reps
Inbound
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Incoming
Outbound
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Outgoing
Answered
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Connected
Abandoned
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Unanswered inbound
Abandon rate
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goal: <5%
Avg hold time
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Lower is better
Sales call volume — last 7 days
Calls handled by Sell-licensed reps · today is live
Today's call breakdown
Answered vs abandoned vs outbound
Individual Rep Performance — Today
Rep Calls handled Outbound (goal: 30) Answered Conv. rate (goal: 35%) Talk time
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Technician Scorecard — Today
Function
Active techs
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With completed jobs
Total jobs
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Completed
Total revenue
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Across all techs
Avg revenue / tech
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Average
Check average
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Revenue / sold jobs
Technician Trade Region Function Jobs Revenue Check avg Close rate (sold/dispatched) Total hrs Efficiency (actual/scheduled)
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Revenue per tech
Today
Jobs by trade
Completed
Fleet — Last 30 days
Active vehicles
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In Fleetio
Total fuel cost
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Period
Total miles
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Period
Fleet MPG
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Weighted average
Miles driven per day
Attributed to fill-up dates — single days can be lumpy; weekly shapes are reliable
Fuel + mileage by driver
Sorted by cost
Driver Vehicles Miles Fuel cost Gallons MPG $/mile Entries Matched tech
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