Partner engagement · company dashboard
Halstead Heat & Air
Revenue · margin · profit · backlog — trailing twelve months to June 2026
Revenue and net profit by month
Lead to money
The funnel the marketing dashboard can't see the end of
Revenue and margin by service line
Bars are revenue share, figures are gross margin
Backlog
Working days of scheduled work on the books at month end
Month detail
Every figure this dashboard is built on
What this dashboard is for
run at a net loss, and the peak months earn it all back and then some. Most owners of seasonal businesses feel this without ever seeing it laid out, and the instinct it produces — cut costs in the slow months — is usually the wrong one, because the overhead is what carries the capacity you need in July.
Installation is half the revenue and the worst margin you sell. It runs . Maintenance plans are . Every maintenance agreement sold does roughly twice the margin work of an install dollar, and it lands in the months that currently lose money.
And this is the only dashboard that can price a lead. Twelve months of leads produced of revenue each. That number exists only because a Partner engagement includes the job and accounting data — the marketing dashboard stops at the lead and says so, because without this data any revenue figure it showed would be invented.