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How to use the Lost Jobs Performance Dashboard

The performance dashboard gives you a quick view of how your business is doing. Use the Lost Jobs tab to find out where you can save lost opportunities.

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 Lost Jobs 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

šŸ’” Click Reset to view all lifetime jobs on your report

šŸ’” 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

  • View your Highest job value, most frequent reason, average days to lost, average value of lost job and your total value of all lost jobs

Job Lost Reasoning Table

How many jobs were Lost or Unqualified, broken out by the reason selected

  • See exactly why jobs are being lost and take action

% of total jobs lost: What share of all lost jobs a given reason represents

Total job lost value: Total dollar value of jobs lost, broken out by reason

% of total job lost value: What share of total lost value a given reason represents

Avg. lost value: Average dollar value of lost jobs, excluding $0 jobs

Avg. days before loss: Average number of days from job creation to being marked Lost or Unqualified

Detailed Job Chart

  • Contains all Lost Jobs data and can be sorted and filtered as needed

šŸ’” 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

šŸ’” Definitions

Highest job value lost: The largest single job value among jobs that were Lost or Unqualified

Days to loss: On average, how many days pass between a job being created and being marked Lost or Unqualified

Job lost average: The average dollar value of jobs that were Lost or Unqualified, excluding $0 jobs

Total lost opportunity: The combined dollar value of all jobs that were Lost or Unqualified in the selected period

What's Next?

How to manage Roofr Automations

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