Setting Up Your Dashboards
Each dashboard automatically reflects the data from your jobs. However, the data in your performance dashboards is only as good at the data in your job cards.
To get the most accurate intel on the way your business, always keep your jobs up to date in Roofr. The more details the better. The more historical data you have, the more you can optimize your performance.
How to use your Lead Performance Dashboard
Set your filters
View your Job Reports by time period:
Day, week, month, quarter or year
Then refine your view (optional) by:
Address, customer, owner, stage, status, workflow or dates
đĄ Click Reset to view all lifetime jobs on your report
đĄ Set a 'Job Created' date and a comparison date to see percentage change in the KPI cards and compare performance across time periods.
At-a-Glance Metrics
In the top panel, view your number of leads and quick numbers on speed, qualified and close rates
Lead Map
View exactly where your leads are coming from across regions
The dots represent lead clusters by workflow and help identify where marketing is working
Lead Performance Table
View your leads broken down by source to understand which channels are leading to more qualified and won jobs
Lead Volume Over Time
Track how leads come in over different time periods to spot trends and seasonality
Unqualified Leads Breakdown
Track why some jobs arenât moving forward in your pipeline
Detailed Job Chart
Contains all jobs data and can be sorted and filtered as needed
đĄ Click Export Data to export the data in this chart
Want more detail?
Click on any chart to open a window to view the underlying data
What's Next?