Skip to main content

How to use the Lead Performance Dashboard

The performance dashboard is your at-a-glance insight on how your business is performing. The Lead performance tab helps you understand which source is bringing in the best performing leads.

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 Lead 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

  • In the top panel, view your number of leads and quick numbers on speed, qualified and close rates

Lead Map

  • View exactly where your leads are coming from across regions

  • The dots represent lead clusters by workflow and help identify where marketing is working

Lead Performance Table

New column: How many leads from a given source are currently sitting in the New lead stage

Qualified column: How many leads from a given source have been qualified at some point

Won column: How many leads from a given source ended up Won or Completed

Closed column: How many leads from a given source reached any final outcome (Won, Completed, Lost, or Unqualified)

Lead performance table (Avg. won value): The average dollar value of Won or Completed jobs, by lead source

Lead performance table (Total won value): The total dollar value of Won or Completed jobs, by lead source

Lead Volume Over Time

  • How many new leads came in over time, plotted by the date they were created

Unqualified Leads Breakdown

  • A breakdown of the reasons leads were marked Unqualified

Detailed Job Chart

  • Contains all 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:

Closed or Won includes both Won jobs and Completed jobs

Lost includes both Lost jobs and Unqualified jobs

New leads: The number of jobs currently sitting in the very first stage of the pipeline (New lead).

Avg. speed to lead: On average, how many days it takes for a new lead to move to its next stage (getting an appointment booked, getting qualified, etc.). This measures how quickly a lead gets worked, not how quickly it closes.

New lead to qualified: Of the leads that came in, what percentage went on to become Qualified.

Qualified close rate: Of every job that was ever qualified (even if it later fell through), what percentage ended up Won or Completed. This is a good measure of how well qualified leads convert.

Formula: Qualified close rate = (Jobs Won + Jobs Completed) Ć· (All jobs that were ever Qualified, including those that later became Lost or Unqualified)

Close rate: Of every job that ever came in as a lead, what percentage ended up Won or Completed. This is a broader measure than Qualified close rate since it includes leads that never even got qualified.

Formula: Close rate = (Jobs Won + Jobs Completed) Ć· (All jobs, including New leads and Unqualified)

What's Next?

How to use the Team Performance Dashboard

Related Articles
Did this answer your question?