Precision Air — Dashboards

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

Completed jobs (trips) by business unit & job type — toggle BU + date range, YoY compare. Service/Install = real completed trips; Sales = sold estimates only

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

Free-tune-up promo call list, NON-MEMBERS only, exactly 2,000 deduped: T1 lapsed member <=24mo, T2 install non-member <=36mo, T3 past-service non-member (newest-first fill); excludes active members, on-the-board, do-not-service; ranked oldest-system-first; ST profile links + phones + last-note hooks

Head-to-head CSR/coordinator scoreboard - Beth/Stacy/Vanessa/Nadirah ranked on outbound calls, live conversations (>=30s talk), and tune-ups sold; blended points formula; cumulative from 2026-08-14, refreshes intraday

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

LTV, reactivation segments, cohort retention, membership value

Self-computed (no agency file): Google Ads/LSA spend vs ServiceTitan revenue, blended + new-customer ROAS by window, tracked-number floor + black-hole context

Self-computed organic-search scorecard (no agency file): SpyFu organic visibility (ranking keywords, top-3/10, clicks, value, trend) + competitor gap, tied to ServiceTitan organic-call revenue; regenerated recommendations each run

Daily Azuga GPS anomaly flags - speeding, after-hours, weekend, idle, mileage outliers by driver/truck

Per-driver debrief: fuel + GPS, copy-paste bullets, drill-down to txn detail

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

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

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

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

STATIC point-in-time report (2026-07-15) - does NOT auto-refresh. Service→Install conversion: 3 funnel tables (jobs→TGLs→sold installs) + a TGL vs MKT install bridge. For the live, date-windowed interactive version use the TGL Close-Rate Matrix.

Which SERVICE techs generate the best-converting replacement leads, and on which visit type - close rate by tech x originating job type (deduped opportunities), date-windowed, click any cell/Total to drill into the leads with salesperson, status, and ST/Firebase links + a Service->Install funnel (jobs->TGLs->sold installs + base service revenue per job type)

Real customer count (13.9k records -> ~8.5k households), active/inactive recency bands, invoice-based value (Feb 2023+), reactivation target list

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

Agency monthly Google-Ads performance report + our independent spend/ROAS verification and error flags

Field techs calling Lucas (267-495-8227): who called, what about, deflectable vs must-ask — give Lucas time back for customers

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

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

Consultant worklist: job to invoice to line items by type (Material/Service/Equipment), flags service-no-material jobs, ST EditInvoice links

All-lines transcription coverage (live from call_transcripts × st_call_recordings)

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

Canonical definitions of every term dashboards and agents use - roster, board & scheduling, equipment age, leads/TGLs, revenue - so no one invents a definition twice

Master attribution funnel: every channel (calls + web, paid + unpaid) first-touch to revenue

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

TGL install proposals: volume, close rate, revenue + who writes (tech) & closes (advisor) the most, date-windowed w/ drill-down

TGL close rate (SIGNED, not installed) measured POINT-IN-TIME (as of TGL-set date) by equipment-age and membership-at-set; corrects the reverse-causation artifact (winning a TGL installs a new young unit and enrolls a member); 491 distinct deduped opportunities, agrees with TGL Close-Rate Matrix

Operational fleet view: GPS + compliance without loan/carrying-cost financials

Dispatch rate vs extreme temps and peak call days

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

Geo-clustered install-generation call list: Book A member tune-ups owed (obligation), Book B inactive win-backs (10+ system, free tune-up), Book C active non-owed w/ aging equipment; tier/whole-system/unsold-quote signals + 40:1 install economics

Pull-based distribution of the Tune-Up Win-Back 2,000: reps self-claim 10 at a time (cap 20 open), dial and disposition (booked, no-answer, callback, not-interested, bad number), stale claims auto-release; per-rep logins; manager view plus CSV export for Vince and Eric only. Separate login (.htpasswd_winback).

Daily operating snapshot

Install revenue, GP, close rate by rep

Paid / organic / LSA, ROAS by campaign

Superseded by the period-toggle Executive Summary. Monthly P&L by class, YTD opex breakout, balance sheet, ST ops

Superseded by June. Monthly P&L by class, balance sheet, ST ops

Superseded by Call Command Center. Snapshot 2026-07-29.

Superseded by Call Command Center. Snapshot 2026-07-29.

Superseded by Call Command Center. Snapshot 2026-07-29.