Business Health

Healthy • Strong average across 2 current leads

• ⚠Follow up with 2 current leads.
• ⚠Review 1 lead marked lost.
• ⚠Clean up missing lead contact details.

At risk • Good average across 4 opportunities

• ⚠Review 4 active sales opportunities.
• ⚠Follow up on stale funnel records.
• ⚠Improve the current sales conversion rate.
• ⚠Confirm the strongest service signal.
• ⚠Move contacted opportunities forward.
• ⚠Review lost opportunities for recovery.
• ⚠Clean up incomplete sales records.

Healthy • Excellent average across 6 quotes • 4 issues to clear

• ⚠Follow up on quotes waiting for a response.
• ⚠Review pending quote emails.
• ⚠Clean up unsent quote records.
• ⚠Improve the current quote win rate.

Healthy • Excellent average across 7 contracts.

• ⚠Refresh or collect 1 pending contract signature.
• ⚠Review open contracts before scheduling new work.
• ⚠Confirm contract records are linked to the correct customer.

Healthy • Excellent average across 11 jobs.

• ⚠Review 11 active jobs.
• ⚠Check job records for missing dates, photos, or status updates.
• ⚠Clean up scheduling items before calling operations healthy.

Healthy • Excellent average across 6 invoices.

• ⚠Collect $5,403 in outstanding balances.
• ⚠Review pending or unsent invoice emails.

At risk • Good average across 4 customers • 4 issues to clear.

• ⚠John Smith has $5,653 outstanding.
• ⚠Testing needs a last-contact date.
• ⚠smith needs a last-contact date.
• ⚠John Smith needs a last-contact date.

Excellent average across 3 employees.

Excellent: 6 weighted ROI issues are holding this back.

• ⚠Jim Smith needs an improved close-rate goal. -0.5%
• ⚠Jim Smith is down 33% versus the comparison snapshot. -1%
• ⚠Tammy J needs an improved close-rate goal. -0.5%
• ⚠XYZ Landscaping needs an improved close-rate goal. -0.5%
• ⚠XYZ Landscaping is down 10% versus the comparison snapshot. -1%
• ⚠XYZ Landscaping has the biggest improvement opportunity at 201% ROI. -0.5%