Metrics turn raw activity into a clear picture of performance, letting you see results at a glance instead of piecing them together manually from individual records. They give you visibility into where things stand, the ability to compare performance across different time periods and spot trends, and concrete numbers to back up decisions, conversations, and reports. Just as importantly, they help you catch patterns or drops early, before they turn into bigger problems. In short, metrics don't just show numbers, they help you make faster, more informed decisions instead of relying on guesswork.
WHERE TO LOCATE YOUR METRICS
1. Click on 'Metrics' DropDown
2. Select 'Metrics'
WHAT TO FIND HERE?
Here You'll Be Able to Select the Time Range to Use
Time range is designed so you only see qualified information under that period
Click on 'Reports' if You Want to Start Filtering Your Metrics and See a More Detailed View
OVERVIEW
Here you'll find your:
Revenue & Wins - This will only show integer (whole) values related to your general Sales, Jobs Won and Average Job Size
Conversions & Volumes - This will show you the percentages related to your closing ratio and set rate. Appointments will also show as an integer value
What to Find on a Metric Card?
View Report - This button will allow you to see all information related to the specific metric, including: contact name, lead source, labels, salesperson asigned, deal crated date and status
Charts - Change the way you see your interactive metrics
PDF - Download an automated PDF file with all metrics information related
Leads By Source
This report will provide you with a breakdown of where your leads are coming from
Closing Ratio by Source
This will be the percentage of sent proposals that are accepted within a selected timeframe distributed by lead source
Sales by Salesperson
This report allows you to see a the dollar amount and percentage of work that you are receiving from each of your lead sources.
Closing Ratio by Salesperson
This report allows you to not only see your company's close ratio, but also a breakdown of each salesperson's performance
Sales By Zip Code
This report allows you to analyze the locations that your jobs are coming from. You can view the breakdown to aid you in determining where to concentrate marketing efforts or where you might expand your business
Closing Ratio by Zip Code
This report can allow you knowing the best places to do your projects. You'll know the most recurrent ones and the ones you may need to perform a better engagement
Sales By Crew
This report allows you to analyze the breakdown of work performed by each of your crews
Sales By Product
This report allows you to see a breakdown of your sales by your different products
Interior & Exterior Sales By Production Rates
These reports will let you know which substrates have you used the most on proposals, divided by areas
KEY INSIGHTS
See it as an automatic takeaway DripJobs generates from your sales and marketing data, spotting patterns you'd otherwise have to dig for manually
It saves you time and helps you act faster: you instantly know where to focus (best lead source, sales performance, gaps in your data) without having to crunch the numbers yourself
