PERFORMANCE TREND
Revenue Gross profit
REVENUE MIX
By service line
$1.28MTotal revenue
MEMBERSHIPS
Maintenance plan growth
842active members
↑ 14.2% year over year
OPERATIONS
Calls completed on time
94.6%of scheduled calls
Target: 95%
CUSTOMER EXPERIENCE
Callback rate
2.8%within 30 days
↓ 0.7 pts vs. last year
SERVICE LINE PERFORMANCE
Revenue and gross margin
CAPACITY
Demand by weekday
SERVICE DETAIL
Profitability by service line
| Service line | Jobs | Revenue | Avg. ticket | Gross margin | Trend |
|---|
TEAM SCORECARD
Technician performance
| Technician | Calls | Revenue / call | Conversion | Callback rate | Utilization |
|---|
PRODUCTIVITY
Revenue per technician hour
ACTIONABLE INSIGHT
Where should management focus?
01
Replicate top-performer behaviorsChris and Maya convert more calls while maintaining low callback rates.
02
Protect peak-hour capacityTuesday through Thursday demand is running above 90% of available technician hours.
03
Coach before adding headcountA five-point improvement in the bottom cohort could add roughly $74K in annual revenue.
SALES FUNNEL
Estimate conversion
OPPORTUNITY
Open estimate value
$286Kacross 74 open estimates
Replacement systems$184K
Indoor air quality$52K
Memberships$28K
Other upgrades$22K
ESTIMATE PIPELINE
Recent opportunities
| Opportunity | Technician | Value | Age | Probability | Status |
|---|