Insights: Overview, Sales, Customers and Team

Insights has six tabs. Lead sources and Job profitability have their own articles. The other four:

• Overview is the month-end summary: leads, revenue won, collected, jobs done and your average job, month by month. It also shows how fast you reply to new leads (median) and what share you reach within an hour, because leads answered in the first hour book far more often.
• Sales shows the funnel: how many leads came in, how many you contacted, quoted and won, with the conversion at each step. Quotes get their own row: sent, accepted, declined, days to accept. Below that, why deals were lost, counted from the reason you pick when you close a deal as lost.
• Customers counts your customers, how many came in this period, how many come back for a second job, the average collected per customer, and who is at risk (no booking in 90 days). The top ten by money collected are listed with their last job.
• Team shows each person’s jobs with clocked time, hours, and the revenue of those jobs per hour worked.

Pick the period at the top of any tab.

The Monday email. Tick “Email me this every Monday” on the Overview tab and every Monday morning you get last week against the week before: leads, revenue won, collected, jobs done, quotes accepted, share reached within an hour, top customer, and how many customers are slipping away. Untick it to stop.

Insights is part of the Scale plan.