For Kyle — weekly snapshot
Owner Dashboard
Built in stages as each source connects — leads and calls we capture plus your Google Business Profile first, then website analytics, then the PipelinePipeline is your customer-relationship software — the system that holds all your leads and customers in one place. It is the system Lift Parts Service already uses in-house; we connect to it. (your customer-relationship software) sales funnel · Sample data
What you're looking at: the layout of your results dashboard — the metrics that matter, not vanity numbers. Where leads come from, what's booked, what's in the pipeline, and what's closing — service-first, because that's your margin. It comes online in stages as each data source is connected. The numbers below are sample data to show the layout — not live figures yet.
Pipeline valuePipeline value = the total dollar amount of all the open jobs you're currently quoting or chasing — money in play, not yet won.
$214k
▲ 12%
Avg responseAverage response time = how fast a lead gets a reply after they reach out. Faster replies win more jobs — this dropped from 3 hours to 14 minutes.
14m
▼ from 3h
Lead → Close funnelFunnel = the journey from website visitor → lead → booked appointment → quote → won job. Each step is smaller than the one before; it shows exactly where people drop off.
Where website + campaign traffic turns into service revenue
Leads captured
48
1.5% of visits
Appointments
22
46% of leads
Won
9
53% close rateClose rate = the share of quoted jobs you actually win. Of every 10 quotes, you're landing about 5.
Recent leads
Straight from Pipeline (your customer-relationship software) — routed and tagged automatically
| Company | Type | Source | Status |
|---|
| Cargill — Wichita | Service | Website form | Quoted |
| Hutchinson Logistics | Sales | Google Business Profile | Booked |
| Dillons Distribution | Parts | Website form | Won |
| Spirit AeroSystems | Rental | Referral | New |
| Reno County Co-op | Service | Email campaign | Booked |
| Kanza Coop | Service | Website form | New |
Where leads come from
This month
Google Business ProfileGoogle Business Profile is your free listing on Google Maps and search. These are leads who found you there.
13
Service vs. Sales
Lead mix by line
Service leads — 33
Sales leads — 15
See where your leads are coming from at a glance.
Email program
Service customers + lapsed accounts
41%
Open rateOpen rate = the share of people who opened the email. 41% is strong for this industry.
7.2%
Click rateClick rate = the share of people who clicked a link inside the email (e.g. "Book my service"). It shows the email actually drove action.
Demo dashboard by Axis Studios — the live version pulls real data from Pipeline (your customer-relationship software), Google AnalyticsGoogle Analytics is Google's free tool that shows how many people visit your website and what they do there. & Google Business Profile (your Google Maps listing).
