Home Services — Lead → Job Dashboard
Demo dashboard for a residential HVAC / plumbing / electrical company. The funnel here is
Lead → Booked → Showed → Sold → Revenue, with jobs broken down by acquisition
channel, service line and technician. All data on this page is synthetic.
AI Co-Pilot — Summary & Actions
auto-generated from this periodWhat's working, what's leaking, and where to act next — read straight off the funnel, channel, service and technician numbers below.
Funnel — Lead → Booked → Showed → Sold
Every call/form fill is a lead. Booked = appointment set, Showed = a technician ran the call, Sold = job won.
By Acquisition Channel
Where the leads came from, and how efficiently each channel turns spend into booked jobs and revenue. Unpaid channels (referral, repeat, organic) show no CPL/ROAS.
| Channel | Leads | Book % | Jobs | Close % | Spend | CPL | CAC | Revenue | ROAS |
|---|
By Service Line
| Service | Jobs | Avg Ticket | Revenue | % Rev |
|---|
By Technician
Close rate and revenue across the calls each tech actually ran.
| Technician | Ran | Sold | Close % | Avg Ticket | Revenue |
|---|
Leads Over Time (weekly)
Revenue Over Time (weekly)
Recent Jobs
| Date | Customer | City | Channel | Service | Technician | Status | Value |
|---|