Operations Dashboard

Fetching live data...

Key Metrics — Today

Revenue

—

—

Forecast (today's total)

—

Projected revenue

MTD Revenue

—

— of quota · — jobs

Jobs completed

—

Excl. no-charge

Avg job value

—

For selected day

Active techs

—

of total

Leads this month

—

Open / Converted

Target vs Actual

Quota

—

Daily target

—

MTD

—

Days left

—

Revenue by trade

Month to date

Revenue by region

Month to date

Lead pipeline

Status breakdown — month to date

Open Converted Dismissed

Revenue by Channel

Direct to Consumer

—

Fast + Warranty

Business to Business

—

GHL, PM, Commercial

The Home Depot

—

All THD non-commercial

Team Quota

—

% to monthly quota

Loading...

—

% to quota as of yesterday

Loading...

—

Daily makeup needed

Loading...

Today's Sales Team Calls

Calls handled

—

By Sell-licensed reps

Inbound

—

Incoming

Outbound

—

Outgoing

Answered

—

Connected

Abandoned

—

Unanswered inbound

Abandon rate

—

goal: <5%

Avg hold time

—

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
Loading...

Technician Scorecard — Today

Filter by trade:

Filter by market:

Active techs

—

With completed jobs

Total jobs

—

Completed

Total job units

—

1 unit = 2hrs

Avg units / tech

—

Average

Technician	Trade	Region	Jobs	Total hrs	Job units (2hrs = 1)	Efficiency (actual/scheduled)
Loading...

Job units by tech

Today

Jobs by trade

Completed