Operations
Full-day data through
Updated · refreshes hourly
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Top strip
Front and center
Revenue yesterday · click for day-by-day
WHIP sold installs waiting · click for trend
Complete Call not collected · full list on Financial
Rolling 7 days
Revenue · daily invoiced totals click for day-by-day ·
Daily invoiced7-day averageWeekend
Red flags & wins
Red flags from Slack · last 7 days · nightly AI triage
Wins
Complete Call
Complete Call invoiced work, payment not collected · 10-week window
Sales
Yesterday's estimates
presets run
demand turnovers
(TO) appts run
(TO) appts run
A preset is only a possible opportunity; it becomes an estimate when the visit quotes (that quote = a demand turnover). Most-canceled appt type.
Today's estimates
presets on
today's books
today's books
turnovers on
today's books
today's books
Sold dollars by day 14 days
Weekends roll into Monday.
Biggest open quotes highest option per customer · click for all
Sold value · last 30 days
Install pipeline & supply
Service book · next 30 days % of service hours booked
Purchase orders
created yesterday
received yesterday
Business health
Average ticket 30 days · invoiced per job
install
service
blended
Net invoiced per job with revenue; $0 visits excluded. Blended = every job in both segments, so it tracks the mix as well as the price.
Memberships click for the member list
Active maintenance agreements: the recurring base that smooths slow seasons.
Receivables aging open balances, 180-day lookback
Capacity · next 14 days
Sales leaderboard · 30 days
Sold estimates by seller: comfort advisors plus selling service techs (Marcus, Dana). House-account sales credit the assigned advisor.
Invoiced by week Monday weeks · full data window
Crew & loose ends
Team out grey notes
Incomplete installs InProgress / Hold · created in the last 180 days
Hours worth a look
Only out-of-the-ordinary hours show here (hidden when there are none). Payroll posts next morning. Click for the 30-day table.
Phones
Call volume by week · booked vs inbound click for definitions + day-by-day
Where the last 30 days of calls went
Booking rate by week
Booking rate counts booked ÷ bookable. Excluded from the denominator: CSR non-lead dispositions (hangups, spam and marketing, follow-ups) and calls abandoned in under 15 seconds. Other unclassified calls stay in. Declined calls stay in: they were bookable work we turned away.