YOUR SALES
What Are They?
Total revenue invoiced during the period, combining both pipeline (proposal-based) revenue and manually created invoices for full transparency
Formula: Average Job Size Pipeline Revenue + Manual Revenue
YOUR JOBS WON
What's a Job Won?
Jobs won or invoiced during the period, including those from accepted proposals and manual invoices. Manual invoice wins are shown separately for clarity
Formula: Signed Proposals + Approved Without Signature + Manual Invoices
AVERAGE JOB SIZE
What's Your Average Job Size
Your average value per job done. It'll allow you to know how much you normally charge per job.
Formula: (Pipeline Revenue + Manual Revenue) ÷ Total Jobs
CLOSING RATIO
What's Your Closing Ratio?
Compares proposals that were qualified within the selected period against how many of that same group ended up accepted. These proposals have to be sent and accepted during the same period, if it's accepted after it, then it'd be counted as a Job Won inside the following period
This metric looks only at proposals qualified or closed inside the chosen timeframe. Jobs Won, by contrast, adds up every accepted proposal no matter when it was originally sent
Formula: Jobs Won (signed + accepted without signature + on site) ÷ Sent Total
SET RATE
What's Your Set Rate?
Tracks a single cohort: contacts created within the selected period, and how many of that same group went on to book an appointment.
Both the contact's creation date and the booking must fall within the selected period. If a contact was created before the selected range, they won't be counted here, even if the booking happened during it.
Formula: Appointments Booked (new) ÷ New Contacts Created
