Precision Air — Dashboards

Last refresh: 2026-06-22 05:00:01 · 57 of 58 steps OK · Auto-refreshes every 5 min

Data pipeline health

Daily operating snapshot

Install Sales Monitor

Install revenue, GP, close rate by rep

Marketing Attribution

Paid / organic / LSA, ROAS by campaign

Marketing Campaigns

ST campaigns: calls, revenue, jobs, new customers by channel

Competitor Analysis

Local HVAC competitors: pricing, offers, reviews, web presence

AR Reconciliation

Accounts receivable aging

Vendor bills and AP spend

Vendor Bill Recon

Johnstone / Ferguson / APR vs. ST AP Bills

Segment Monitor

AI Chief of Staff daily brief

Fleet Dashboard

Live GPS + compliance, BSL flags, loans, carrying cost by vehicle

Tender type & BU cross-tab, searchable detail with ST links

Revenue · Labor · Materials · Gross Profit by BU

Payroll & Labor Cost

Team cost by department, $/day, per capita, hours

May 2026 Summary

Monthly P&L by class, balance sheet, ST ops — printable

Warranty & Recall Report

3-yr volume, member vs non-member, financial drag, dedicated tech

Warranty Weather

Dispatch rate vs extreme temps and peak call days

Funnel Dashboard

Tip of the Spear: calls → bookings → jobs → revenue by period

Customer Intelligence

LTV, reactivation segments, cohort retention, membership value

Equipment Cohort

Installed equipment by type ▸ brand × age cohort - member/engagement toggles, replacement targeting

Membership Health

Active base, PMA funnel, cohort retention, at-risk renewals

Membership — Investor

Paying/PMA/ASP, relationship LTV, churn & PMA conversion, since-2022 trend

Membership — Coordinator

Renewals due, PMA win-backs, lapsed — ST links, phone/email, templates

Leads & Sales Funnel

Calls in/out by campaign, forms, jobs booked, install estimates won/lost

By comfort advisor & consolidated: batting avg, margin $, pipeline, payment mix, team bonus

Service Daily Check-in

Per-tech daily board review for the Service Manager (yesterday)

Call Center Brief

Daily role-aware action items per CSR + abandoned-call coverage diagnosis

Website, landing-page & Google LSA form leads - volume, conversion, revenue, by date window

Site uptime, load time, page bloat - checked every 15 min