Overview

as of July 27, 2026

MTD REVENUE

$41K

PROJECTED MO

$318K

↑19% vs last mo

PIPELINE VALUE

$1.81M

AVG CYCLE

17d

ACTIVE JOBS

56

12 blocked

LAST MONTH

$267K

BOTTLENECK

Estimate → Sold −18%

~$58K/mo in lost sales this month

Investigate

AD SPEND

Google Ads CPA $1,408

1.7× Meta's $829. Shift budget or fix targeting.

View lead sources

REP RISK

Tom

24.2% close rate · 33% no-show. Coach on confirmations or reassign new appointments.

Review team

Revenue vs Gross Profit

TRAILING 12 MO

Pipeline Snapshot

BY VALUE

TOTAL OPEN

$1,809,000

Top Lead Sources

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Recent Activity

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