Live Stats Dashboard – Your Business at a Glance

The Live Stats Dashboard (LSD) delivers real-time performance data, helping you track revenue, sales trends, and operational efficiency.

• Revenue & Sales Tracking – 12-month trends, today’s performance vs. goals.
• Call Insights – Inbound/outbound calls, booking rates, and conversion percentages.
• Marketing ROI – Top 5 marketing campaigns driving revenue.
• Sales Capacity Monitoring – Track availability by business unit or team.
• Weather Impact – View 3-day forecasts or multi-location weather pulls.

CSR Dashboard – Optimize Customer Service Performance

The CSR Dashboard helps customer service representatives track call handling efficiency and booking effectiveness.

• Inbound Call Tracking – Monitor call volume and revenue from calls.
• Lead Booking Performance – Leads booked, lead calls, and lead booking rates.
• Call Time Insights – Analyze average call duration.
• Email Capture Rates – Ensure your team secures critical customer information.

Techs Dashboard – Performance Metrics for Technicians

The Techs Dashboard provides a real-time snapshot of technician performance, tracking revenue, job efficiency, and lead conversion.

• Revenue Breakdown – Track service revenue and self-sold revenue.
• Job Performance – Analyze average job value, leads set, and leads sold.
• Conversion Tracking – Monitor lead conversion rates.
• Membership Sales – Keep a pulse on memberships sold by each technician.

Install Dashboard – Maximize Installation Efficiency

The Install Dashboard focuses on installation teams, tracking revenue, job efficiency, and quality control.

• Installed Revenue Monitoring – Track total installed revenue in real-time.
• Labor Efficiency Tracking – Measure overtime hours per week/month.
• Job Completion Stats – View completed jobs and callback rates.
• Warranty Monitoring – Keep an eye on warranty percentages to reduce rework.

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