Revenue This Month
$18,450
+12% vs last month
June 2026
Business Overview
HVAC performance scorecard and active pipelines analytics dashboard.
Jobs Completed
43
+7% vs last month
New Leads This Week
11
-3% vs last week
Outstanding Invoices
$3,200
4 unpaid jobs
Seasonal Demand Trend
Comparing job volumes of this year (solid) vs last year (dashed). Future months show projected lines.
Lead Source Tracker
Revenue generated and jobs closed per marketing acquisition channel.
Job Pipeline
Track active contracts. Drag cards to transition stages, or double-click to edit.
New Quotes
0
Scheduled
0
In Progress
0
Invoiced
0
Paid
0
Customer Follow-up List
Alert list for dormancies based on days since their last job.
| Customer | Last Service | Dormancy | Urgency | Actions |
|---|
Quote-to-Close Tracker
Analytics regarding closed quotes versus estimated missed sales revenue.
58%
Quotes Sent
24
Converted Paid
14
Industry Avg
65%
Missed Revenue
$3,200
Revenue by Job Type
Contribution percentage of total revenue grouped by service categories.
Technician Performance
Active crew stats. Integrates total jobs, ticket averages, and client feedback ratings.
| Technician | Jobs Done | Revenue generated | Average ticket | Rating |
|---|