Operations dashboards
See how the business is doing, in ten seconds
Jobs, leads, and money on one screen you can check in ten seconds. No more digging through five apps to answer one question.
What you get
One screen for how the business is doing.
Know which jobs made money
See profit by job type, so you know what to take on and what to price higher.
Never lose a lead
Every call-back that's waiting, how long it's waited, and where it came from.
See the week at a glance
What's done, what's scheduled, and where the gaps are.
Know where customers come from
Google, referrals, repeat customers, Facebook. Spend time and money on what actually books jobs.
Try the sample dashboard
Click around a working sample
This is a sample for a made-up plumbing company, with made-up numbers. Yours would be built around your business.
Ridgeline Plumbing & Heating
Laramie, WY · as of Thursday, Oct 8
Money and leads
- Revenue
- $61,240
- +10%
- vs. prior 30 days
- Jobs completed
- 88
- +9%
- vs. prior 30 days
- Average job
- $696
- +1%
- vs. prior 30 days
- New leads
- 64
- +10%
- vs. prior 30 days
1. Revenue, running total
Last 30 days, next to the 30 days before
- This period
- Prior period
View as tableHide table
| Day | Revenue | Running total | Prior period |
|---|---|---|---|
| Sep 9 | $2,030 | $2,030 | $2,107 |
| Sep 10 | $2,920 | $4,950 | $3,011 |
| Sep 11 | $2,310 | $7,260 | $3,011 |
| Sep 12 | $990 | $8,250 | $5,510 |
| Sep 13 | $0 | $8,250 | $7,837 |
| Sep 14 | $2,740 | $10,990 | $9,981 |
| Sep 15 | $2,550 | $13,540 | $12,499 |
| Sep 16 | $2,350 | $15,890 | $15,017 |
| Sep 17 | $2,760 | $18,650 | $16,102 |
| Sep 18 | $2,760 | $21,410 | $16,102 |
| Sep 19 | $1,190 | $22,600 | $18,556 |
| Sep 20 | $0 | $22,600 | $20,974 |
| Sep 21 | $2,690 | $25,290 | $23,547 |
| Sep 22 | $2,650 | $27,940 | $25,618 |
| Sep 23 | $2,820 | $30,760 | $27,798 |
| Sep 24 | $2,270 | $33,030 | $28,966 |
| Sep 25 | $2,390 | $35,420 | $28,966 |
| Sep 26 | $1,280 | $36,700 | $31,438 |
| Sep 27 | $0 | $36,700 | $33,336 |
| Sep 28 | $2,710 | $39,410 | $35,790 |
| Sep 29 | $2,080 | $41,490 | $38,053 |
| Sep 30 | $2,690 | $44,180 | $40,716 |
| Oct 1 | $2,480 | $46,660 | $41,939 |
| Oct 2 | $2,920 | $49,580 | $41,939 |
| Oct 3 | $1,340 | $50,920 | $43,900 |
| Oct 4 | $0 | $50,920 | $46,209 |
| Oct 5 | $2,150 | $53,070 | $48,891 |
| Oct 6 | $2,530 | $55,600 | $51,354 |
| Oct 7 | $2,940 | $58,540 | $53,206 |
| Oct 8 | $2,700 | $61,240 | $55,870 |
2. Where new leads come from
Last 30 days
- Google search22 leads13 booked
- Website form16 leads11 booked
- Referrals12 leads10 booked
- Repeat customers10 leads9 booked
- Facebook4 leads1 booked
View as tableHide table
| Source | Leads | Booked |
|---|---|---|
| Google search | 22 | 13 |
| Website form | 16 | 11 |
| Referrals | 12 | 10 |
| Repeat customers | 10 | 9 |
| 4 | 1 |
3. Which jobs made money
Average profit per job, last 30 days
- Repipe$1,42035% margin
- Water heater install$61032% margin
- Furnace repair$34039% margin
- Drain cleaning$18553% margin
- Service call$4522% margin
View as tableHide table
| Job type | Jobs | Avg. profit | Margin |
|---|---|---|---|
| Repipe | 4 | $1,420 | 35% |
| Water heater install | 11 | $610 | 32% |
| Furnace repair | 19 | $340 | 39% |
| Drain cleaning | 31 | $185 | 53% |
| Service call | 23 | $45 | 22% |
4. This week's jobs
This week
- Done
- Scheduled
View as tableHide table
| Day | Done | Scheduled |
|---|---|---|
| Mon | 5 | 0 |
| Tue | 4 | 0 |
| Wed | 6 | 0 |
| Thu | 3 | 2 |
| Fri | 0 | 5 |
| Sat | 0 | 2 |
5. Open leads (9)
Right now
- Call back
Water heater replacement
Dana M. · Google search · 3 days
- Call back
Basement bath rough-in
Luis R. · Referral · 2 days
- Call back
Slow kitchen drain
Kim T. · Website form · 1 day
- New
Furnace won't light
Pat W. · Website form · 4 hours
- Quote sent
Whole-house repipe
Sam H. · Facebook · 6 hours
Revenue
See if this month is ahead of last month, without waiting on the accountant.
Where new leads come from
See which ads and referrals actually turn into booked jobs.
Which jobs made money
Raise prices on the jobs that barely pay. Chase more of the ones that do.
This week's jobs
What's done and what's still on the schedule, at a glance.
Open leads
Who's waiting on a call back, and for how long. Nobody slips through.
What's included
Everything it takes, handled
A good fit if you're
Owners juggling a calendar, an inbox, a spreadsheet, and a notebook, with no single view of the whole picture.
- A dashboard built around the numbers you care about
- Every website lead and quote request, as it comes in
- Jobs, revenue, and leads in one place
- Works on your phone, tablet, or computer
- Logins for you and anyone on your team who needs one
- Your data stays yours, always
Questions
Common questions
Do I have to change how I work?
No. We build the dashboard around how you already run things, then make it easier as we go.
Where do the numbers come from?
Your website's leads flow in on their own. For jobs and revenue, we'll work out on the call where that information lives today and how to get it on one screen.
Can my office manager or crew lead see it?
Yes. Anyone who needs it gets their own login.
Who owns the data?
You do. If you ever leave, you take it with you.
Want one of these for your business?
Book a short call. We'll ask which questions you wish you could answer at a glance, and show you what that would look like.