This is a demonstration for a business that does not exist. The method is real; the company is not.

Reach · roadmap step 6 · marketing dashboard

Halstead Heat & Air

An HVAC contractor whose demand doubles between March and July

The worst thing is the biggest thing. Everything that is fine collapses to a line at the bottom. Change the month and watch the board reorder — that is the whole idea: the dashboard tells you where to look, rather than leaving you to work it out from forty identical tiles.

  • CRITICALCalls nobody answered

    29

    $39,000 a month

    155 calls came in and 126 were answered.

    Cover the gaps. Weekends and the hour either side of lunch are where these fall. An answering service or a diverted mobile is the whole fix.

  • WATCHReviews answered

    5 of 7

    7 reviews were left this month.

    Answer them inside two working days. The reply is read by the next person deciding, not by the person who wrote it.

  • WATCHApple vs Google reach

    26%

    Apple showed your card 1,363 times against Google's 5,337.

    Feed the Apple listing. Photos, categories, hours and action links. It is claimed and then left, and it is free ground.

Not a problem this month

  • OKInquiry to quote62%
  • OKCalls vs the same month last year+46%

From inquiry to quote

The three numbers the board is computed from. Impressions are deliberately not the top of this funnel — views and people are not the same unit, and on one axis 100 quotes beside 8,000 views draws a sliver and flatters the only stage nobody has to work at.

189
Reached out
155 calls and 34 form fills
160
Got through to a human
126 calls answered, plus every form
100
Quoted
62% of the people who got through

How to read this

Only one of the five can be costed honestly. Missed calls run on an average quote you supply, so the arithmetic is yours and we are only doing the multiplication. The other four rank on how bad they are and on a stated weight. We could have invented a dollar figure for each to make the ordering look clever, and it would have been the same sin as inventing attributed revenue.

Ignore month over month. This business swings by a factor of two between March and July, so leads being up eighty-odd percent since March describes the weather, not the work. June against June is the comparison that means something, and it is one of the five.

Every band is written in words as well as colored, because roughly one man in twelve cannot reliably separate the red from the green and this trade is mostly men.

Data with integrity makes the best decisions

Want this pointed at your business?

The first version takes about two weeks, and most of that is getting the tracking honest before anything is drawn.

Call (918) 200-9699