Dashboard

Past … Upcoming …

Dashboard Scheduler Clients CRM Employee Portal Quote Automation

Past

Present / Future

All Overview

Your starred favorites — past on the left, present / future on the right.

Past

Results through today

Present / Future

Upcoming in this period

No starred stats yet

Open Financial, Customers, Operations, or other tabs and click ☆ on any stat to add it here.

Overview Past

Starred past stats for the selected period through today.

Results through today

Overview Future

Starred present / future stats for the upcoming side of this period.

Upcoming in this period

Growth Projection

Path from current profit to your monthly goals. Edit numbers directly in Monthly Targets — changes save automatically. For leads, conversion, expenses, and employee modeling, open Growth Projection.

This month profit goal

Goal $8,000

Current —

— from your goals plan

Monthly Profit Target

Target path · current marked

Current Scorecard

This month

Metric	Current	Goal
Monthly Revenue	—	$18,000–20,000
Scheduled Revenue	—	—
Monthly Profit	—	$8,000
Average Job Value	—	$190+
Monthly Bookings	—	110–130
Lead Conversion	—	9–10%
Schedule Filled	—	90%+
Active Clients	—	Growing recurring base
Cleaners	—	3 cleaners + you

Monthly Targets

Goal vs current. Press Edit goals to change targets.

Month	Revenue	Profit	Active Clients	Cleaners	Status	Main Goal

Biggest Growth Levers

Top 2 limiting factors from your data

Analyzing…

Waiting on dashboard metrics.

Analyzing…

Waiting on dashboard metrics.

Past

Results in this period through today

Revenue

+0.47 /month

Recent Revenue Transactions

Loading recent transactions...

Expenses

Wells Fargo only

Profit

Revenue − Wells Fargo expenses

Profit Margin

—

Profit ÷ revenue

Total Slots Booked

Cleanings scheduled in period

Revenue / Slot

Revenue ÷ slots booked

Haven't Paid

Unpaid cleanings through yesterday

Unpaid clients

Waiting for unpaid list…

Booked · Not Recurring

Booked once · no recurring setup

Booked but not recurring

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                                Average Revenue Per Booking
                                
                            
$0
Average of bookings in this period
Hover to see each booking

                                    Bookings in this period
                                
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Present / Future

Upcoming dates in this period

Projected Revenue

Scheduled cleanings in this period

0 slots booked

Scheduled Cleanings (Upcoming)

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Projected Employee Expense

Sqft × time/100 · avg of last 3 cleans when available

0 hours scheduled

Projected cleanings

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All Projected Expenses

Avg of last 3 months · matches Transactions

0 categories

By category

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Projected Profit

Projected revenue − all projected expenses

Same window as projected revenue

Projected Profit Margin

—

Projected profit ÷ projected revenue

Based on all projected expenses

Projected Profit · Employee only

Projected revenue − employee expense only

Ignores other projected expenses

Transactions

New Leads

...

Quote requests & new contacts

Responded

...

Customers who texted back

Booked

...

From new leads in this period

Conversion Funnel

New Leads

Responded

Booked

Trends

Week by week or month by month - see if response and booking rates are improving after you change messaging.

Show last Stat

My prices are too high?

Compare close rate by quote amount for leads quoted in this period.

Loading quote analysis...

Enter Facebook and Google ad spend for a period or custom date range. Cost per lead and financial ad spend use the portion that overlaps your selected metrics period.

Spend in period -

Facebook -

Google -

Match metrics period Custom date range

Saved entries overlapping this period

No marketing spend saved yet.

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Past

Leads and bookings through today

New Customers (Booked)

Added in range and booked

Leads

Clients added in range

Avg Booked / Day

Based on booked customers per day

Conversion Rate

Booked ÷ new leads (Funnel)

Present / Future

Open and upcoming slots

Slots for:

Side:

Manage employees

Slots Booked

0/0

1 Month

Slots booked — breakdown

Hover to load...

Slots (Next 4 Weeks)

All team

0/0

0 remaining

Slots Remaining

1 Month

Total People in Contact

All contacts

+12 this month

Average Home Size

Average home size (sqft)

Based on client data

Customers by Service Type

Most Valuable Customers

Biggest Recurring Cleanings

Customer & Employee Locations

Customers

Recurring

Deep Cleaning

Move-out

Basic Cleaning

Employees

Cleaners

Loading customer locations...

Avg driving miles / day / employee

Route map below

—

Straight-line estimate between scheduled stops

Avg drive speed (actual)

—

Avg time between: —

From past check-out → next check-in · hover for drives

Cleanings in period —

Multi-stop days —

Clean drives (in avg) —

Mean speed —

Avg time between —

Miles measured —

Drive time measured —

Uses every completed cleaning in the selected period: leave one house, arrive at the next.

Tracked drives

No drives yet

Driving route

Today's Schedule

Cancellations

Cancelled in selected period

Cancelled visits are archived here with full booking details. Use Redo to put a visit back on the schedule.

Total cancelled

Client / Admin

0 / 0

Revenue lost

No cancellations in this period

This Week's Workload

Average Job Duration

Hours per job

-5% (faster!)

Referral Rate

Of new customers

+18% this month

Customer Satisfaction

Average rating

+0.2 this month

Service Area Coverage

Seasonal Trends

Equipment Status

Vacuums Good

Cleaning Supplies Low

Vehicles Good

Site Analytics

Filter Analytics

Visitor Type:

Show Data From:

Page Views

Bookings

Conversion Rate

Page Views

Bookings

Conversion Rate

Previous Pages Tested

Traffic Mode:

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LSA Analytics

Google Local Service Ads Performance

                                Calls
                                
                            
0
Total calls from Google LSA
Based on leads form submissions
LSA Calls (Clients)
                                        
                                    
Loading LSA calls...

                                Past Bookings
                                
                            
0
LSA clients with past bookings
Completed or past cleanings
LSA Clients with Past Bookings
                                        
                                    
Loading LSA bookings...

                                Conversion Rate
                                
                            
0%
Bookings / Calls
LSA performance

Statistics

Time range

New Customers (Booked)

Added in range and booked

Leads

Clients added in range

Avg Booked / Day

Based on booked customers per day

Marketing Spend Calculator

Facebook Spend ($)

Google Spend ($)

Price per Lead

$0.00

Based on leads in range

Price per Booking

$0.00

Based on booked leads in range

Marketing Spend

No marketing spend saved yet.

Customers per day

Unique customers and bookings for each day

Date	Leads	Booked Customers	Customers
Loading statistics...

Growth Projection

Monthly Profit Target

Current Scorecard

Monthly Targets

Biggest Growth Levers

Analyzing…

Analyzing…

Revenue

Recent Revenue Transactions

Expenses

Profit

Profit Margin

Total Slots Booked

Revenue / Slot

Haven't Paid

Unpaid clients

Booked · Not Recurring

Booked but not recurring

Premium Cleaning

Budget Cleaning

Deep Cleaning

Move-out Cleaning

Average Revenue Per Booking

Bookings in this period

Projected Revenue

Scheduled Cleanings (Upcoming)

Projected Employee Expense

Projected cleanings

All Projected Expenses

By category

Projected Profit

Projected Profit Margin

Projected Profit · Employee only

Transactions

Conversion Funnel

Trends

My prices are too high?

Saved entries overlapping this period

Details

New Customers (Booked)

Leads

Avg Booked / Day

Conversion Rate

Slots Booked

Slots booked — breakdown

Slots (Next 4 Weeks)

Slots Remaining

Total People in Contact

Average Home Size

Customers by Service Type

Most Valuable Customers

Biggest Recurring Cleanings

Customer & Employee Locations

Avg driving miles / day / employee

Avg drive speed (actual)

Tracked drives

Driving route

Today's Schedule

Cancellations

This Week's Workload

Average Job Duration

Referral Rate

Customer Satisfaction

Service Area Coverage

Seasonal Trends

Equipment Status

Site Analytics

Filter Analytics

Landing Page 1

Page Views

Bookings

Conversion Rate

Landing Page 2

Page Views

Bookings

Conversion Rate

Previous Pages Tested

LSA Analytics

Calls

LSA Calls (Clients)