Sample Data — Demonstration Only

Revenue Recovery Overview

See where leads are coming in, where follow-up is needed, and which opportunities are closest to becoming booked jobs.

View Reports

New Inquiries

Last 30 days

Missed Calls Awaiting Follow-Up

In the recovery queue

Open Estimates

Awaiting a decision

Appointments This Week

Jul 6 – Jul 12

Jobs Booked This Month

July, sample data

Average First Response Time

11 min

Target: 15 min

Conversion Funnel

Where inquiries stand across the pipeline — last 30 days.

New Inquiry

↓ 79% advance

Contacted

↓ 67% advance

Estimate Sent

↓ 78% advance

Follow-Up

↓ 64% advance

Booked Job

Overall inquiry-to-booked rate: 26% · Sample data — demonstration only.

Needs Attention

Items where a follow-up step is due. Click through to take action.

Missed calls needing callbacksView all →

(626) 555-4183

Google Business Profile · Assigned to Alex Romero · Callback due Jul 4, 10:00 AM

Needs Callback

Pasadena homeowner

Website Call Button · Assigned to Alex Romero · Callback due Jul 4, 9:45 AM

Needs Callback

Harold Simmons

Main Line · Assigned to Priya Natarajan · Callback due Jul 3, 5:30 PM

In Progress

Estimates with no reply for 5+ daysView all →

Robert Miller

Tub-to-Shower Conversion · 6 days without response · Day 2 sent — Day 7 due

Follow-Up Needed

Angela Foster

Roll-In Shower / Wheelchair Accessible Upgrade · 7 days without response · Day 7 sent — Day 14 due

Viewed

Denise Okafor

Flooring and Safety Upgrade · 5 days without response · Day 2 sent — Day 7 due

Sent

Paul Whitman

Tub-to-Shower Conversion · 14 days without response · Day 14 final check-in due

Follow-Up Needed

Appointments not yet confirmedView all →

James Wilson

Site Visit — Remodel Scope · Jul 6, 2:00 PM · Marcus Lee

Awaiting Confirmation

Maria Rodriguez

In-Home Consultation · Jul 7, 3:30 PM · Alex Romero

Awaiting Confirmation

Angela Foster

Follow-Up Call — Estimate Review · Jul 8, 11:00 AM · Marcus Lee

Awaiting Confirmation

Beatriz Alvarez

In-Home Consultation · Jul 8, 4:00 PM · Alex Romero

Reschedule Requested

Paul Whitman

Follow-Up Call — Final Check-In · Jul 4, 1:30 PM · Marcus Lee

Awaiting Confirmation

Leads assigned but not contactedView all →

Maria Rodriguez

Walk-In Shower · Website Form · Assigned to Alex Romero

New

Yuki Tanaka

Vanity and Fixture Upgrade · Website Form · Assigned to Priya Natarajan

New

Activity Feed

Latest workflow and team activity.

View all →

SystemJul 4, 9:14 AM

Missed call from (626) 555-4183 assigned to Alex Romero.

Missed Call Recovery

SystemJul 4, 8:52 AM

New website quote request received from Yuki Tanaka.

New Lead Response

Priya NatarajanJul 3, 5:05 PM

Callback in progress — grab bar height question, warranty visit scheduled.

Alex RomeroJul 3, 2:30 PM

Sent flooring options one-pager.

SystemJul 3, 11:20 AM

New website quote request received from Maria R.

New Lead Response

Alex RomeroJul 2, 4:45 PM

Missed call from Pasadena homeowner converted to lead — estimate requested.

Missed Call Recovery

SystemJul 2, 10:15 AM

No-show recorded for site visit — recovery workflow started.

Appointment Confirmation

Priya NatarajanJul 1, 3:00 PM

Baker master bath remodel marked booked. Deposit received.