Understanding the dashboard charts in Chariot is crucial for optimizing your workflow. Let's delve into the key charts featured on the homepage.
New Leads by Source
On the top left, discover the "New Leads by Source" chart. Track lead sources and their impact on your business. Understand how customers find you, whether through web forms or manual input.
Pro tip: Hover over dots for lead numbers and click to focus on specific sources. Explore "New Leads per Week by Source" for insights into web form leads vs. office leads.
Jobs by Source
Navigate to "Jobs by Source" for a detailed breakdown. Analyze total jobs, leads, conversion rates, charges, and more over a selected time period. Identify the most effective lead sources for your business growth.
Actual Revenue by Charge Category
Explore "Actual Revenue by Charge Category" on the right. Compare estimated charges with actual results to gauge the accuracy of your revenue estimates. This chart is crucial for assessing the financial performance of completed jobs.
Conversion Rates by Sales Owner
Delve into "Conversion Rates by Sales Owner" to understand lead qualification and conversion. See the breakdown from total leads to qualified leads, bookings, and calculate conversion rates. Gain insights into the effectiveness of your sales efforts.
Year Over Year Revenue Comparisons
Forecast with confidence using "Year Over Year Revenue Comparisons." Track monthly revenue performance and compare it to the same month in the previous year. This feature aids in identifying trends and making informed decisions for future success.
Coming soon: Weekly views for more granular insights into revenue trends.
Conclusion
Chariot's dashboard charts offer a comprehensive view of your business metrics. Use these insights to refine your strategy, improve revenue estimation accuracy, and drive sustainable growth. Have specific reporting needs? Let us know, and we'll continue enhancing our analytics to make your job easier.