How To Read Analytics
Totalis the value for your selected date range.If compare is enabled, the value in parentheses is the previous period/year total.
% changeshows increase or decrease versus that compared period.Some segments show trend charts over time; others show top-item breakdown tables.
Date range is capped at 1 year.
Project Type filters apply to many segments, but not all.
Lead And Sales Funnel
New Leads: New contacts added in the period. Useful for tracking incoming demand.
New Customers: Contacts converted to customers (scheduled). Useful for tracking conversion volume.
Dismissed Contacts: Leads dismissed in the period. Useful for monitoring lead quality and cleanup.
Proposals Sent: Number of proposals sent. Useful for measuring quoting activity.
Proposals Sent Amount: Total value of sent proposals. Useful for pipeline value tracking.
Proposals Approved: Number of approved proposals. Useful for close-rate volume tracking.
Proposals Approved Amount: Total value of approved proposals. Useful for booked sales tracking.
Scheduling And Operations
Consultations Scheduled: Consult appointments created in the period. Useful for booking flow.
Installations Scheduled: Install appointments created in the period. Useful for workload forecasting.
Consultations: Consults performed (by event start date). Useful for completed sales effort.
Installations: Installs performed (by event start date). Useful for completed production output.
Consultations Cancelled: Cancelled consults. Useful for spotting scheduling friction.
Installations Cancelled: Cancelled installs. Useful for identifying operational disruption.
Revenue And Cash
Projects Installed Total: Sum of installed project amounts. Useful for installed revenue tracking.
Projects Installed SqFt / m2: Total installed area. Useful for production volume tracking.
Average Project Price: Average installed project value. Useful for pricing and job-size trends.
Invoiced Total: Total invoices created. Useful for billing throughput.
Invoice Total (Date): Invoice totals by invoice date field. Useful for accounting-style reporting.
Sales Tax: Total sales tax on invoices. Useful for tax liability visibility.
Payments Amount: Total payments received. Useful for cash collection tracking.
Payment Types: Payment totals by type. Useful for understanding payment mix.
Services And Job Mix
Services Sold: Sales amount by service. Useful for identifying top revenue services.
Services Count: Number of sold service line items by service. Useful for demand mix insights.
Application Areas: Sales amount by vehicle application area. Useful for identifying high-value work types.
Measured SqFt / m2: Total measured area added. Useful for estimating/prep workload tracking.
Marketing And Segmentation
Leads Forms: Leads captured through forms/campaigns. Useful for marketing performance.
Contact Tags: New contacts by tag. Useful for lead source/type segmentation.
Project Tags: New projects by tag. Useful for project mix and operational segmentation.
Team Performance
Consultants: Completed consultations by assignee. Useful for consultant output tracking.
Installers: Completed installations by assignee. Useful for installer productivity tracking.
Consultants Scheduled: Consultation bookings by assignee. Useful for balancing team workload.
Installers Scheduled: Installation bookings by assignee. Useful for capacity planning.
Task Assignments: Tasks assigned to each team member. Useful for workload visibility.
Tasks Completed: Closed tasks by assignee. Useful for execution and follow-through tracking.
Tasks Assignors: Tasks created by each member. Useful for delegation pattern visibility.
Consultation Schedulers: Consult bookings by scheduler (creator). Useful for coordination tracking.
Installation Schedulers: Install bookings by scheduler (creator). Useful for dispatch/scheduling visibility.
Proposal Makers: Proposals created by each member. Useful for sales production tracking.
Invoicers: Invoices created by each member. Useful for billing ownership and productivity.
Vehicle Insights
Top Vehicles Installed: Most common vehicle make/models installed. Useful for inventory and specialization planning.
Top Vehicles Scheduled: Most common vehicle make/models newly scheduled. Useful for near-term demand forecasting.
Geography Insights
Top Project Zipcodes: Most common project zip codes. Useful for local marketing and territory focus.
Top Project Cities: Most common project cities. Useful for expansion planning and route efficiency.