First, Tell Me About Your Business
First Name
*
Company Name
*
Email Address
*
About how many people are currently on the team?
Last Name
*
Mobile Phone
*
Privacy Policy
Roughly how much revenue does the business generate annually?
What type of business do you operate?
Website
Which software platforms are part of your operation today?
Housecall Pro
GoHighLevel
ServiceTitan
Jobber
QuickBooks
Stripe
Google Sheets
Microsoft Excel
CallRail
Google Analytics
Google Ads
Meta Ads
Google Business Profile
Payroll / Time Tracking Software
Other
Where does that information live today?
Is there important information you'd want on the dashboard that currently lives outside your main CRM?
If you use Housecall Pro, which plan are you currently on?
Which system do you trust as the final source of truth for revenue?
Which system do you trust most for determining where leads actually came from?
Which platform is the main system your team works from day to day?
What information do you regularly wish your current software showed you, but it doesn't?
What business question should take five seconds to answer, but currently takes you more than five minutes?
Which reports or numbers does someone still have to build by hand every week or month?
Which reports take you or your team far longer to pull together than they should?
What data do you regularly export into a spreadsheet just to make sense of it?
Which numbers would you like to be able to see on your executive dashboard?
Revenue Sold
Revenue Booked
Revenue Completed
Revenue Collected
Outstanding Accounts Receivable
Jobs Booked
Jobs Completed
Jobs Canceled
Average Ticket
Estimates Created
Estimates Sent
Estimates Approved
Estimate Close Rate
Outstanding Estimate Dollars
Lead-to-Booked Conversion Rate
Sales by Salesperson
Sales by Technician
Revenue by Technician
Revenue by Service
Revenue by Customer Type
Revenue by City / Location
Revenue by ZIP Code
Revenue by Lead Source
New Customers
Repeat Customers
Repeat Customer Rate
Membership / Recurring Revenue
Callbacks / Rework
Reviews Generated
Gross Profit
Labor Percentage
Revenue Per Labor Hour
Revenue Per Truck / Crew
Revenue Per Day
Revenue Per Month
Revenue YTD
Other
If you opened this dashboard first thing Monday morning, what FIVE numbers would you want staring you in the face?
What comparisons help you understand whether the business is improving or slipping?
Today vs Yesterday
This Week vs Last Week
This Month vs Last Month
This Month vs Same Month Last Year
This Quarter vs Last Quarter
YTD vs Prior YTD
Actual vs Goal
Salesperson vs Salesperson
Technician vs Technician
Service vs Service
Location vs Location
Lead Source vs Lead Source
When you measure an individual's performance, which numbers matter most?
Jobs Completed
Revenue Produced
Revenue Per Hour
Average Ticket
Sales / Upsells
Estimate Close Rate
Callbacks
Rework
Reviews Generated
Labor Hours
Gross Margin
Memberships Sold
Other
Do you want the dashboard to show performance by salesperson, technician, crew, or employee?
Do you already have specific performance targets or goals that you hold the team accountable to?
What targets are you currently using?
What would you want to filter or drill into when you're looking at the dashboard?
Date
Technician
Crew
Salesperson
Service
Lead Source
Location
ZIP Code
Customer Type
Job Status
Estimate Status
Have examples online? Paste the links here.
Upload your examples here - a screenshot, PDF, or report works great.
PDF, DOCX, DOC, JPEG or JPG ( max 5 Files )
Who should eventually be able to access the dashboard?
Owner Only
Owner / Leadership
Managers
Sales Team
Office Team
Technicians
Entire Company
Other
Where do you expect to look at the dashboard most often?
Desktop
Laptop
Phone
Tablet
Office TV / Monitor
Do you have a dashboard, spreadsheet, report, or screenshot that shows something you like?
When you open your laptop Monday morning, what are the first 5-10 things you want to know about the business?
Forget what your current software can or can't do. If I could build you the perfect executive dashboard, what would it show or tell you?
Finish this sentence: "This dashboard would be worth it to me if it helped me..."
If this dashboard could instantly answer ONE question about your business that is difficult to answer today, what would you ask it?
What business decisions are you currently making mostly from gut feeling because you don't have good enough data?