Roofr

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

Address, customer, owner, stage, status, workflow or dates

- Address, customer, owner, stage, status, workflow or dates

💡 Click Reset to view all lifetime jobs on your report

💡 Set a 'Job Created' date and a comparison date to see percentage change in the KPI cards and compare performance across time periods.

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

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

View exactly where your leads are coming from across regions

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

- View exactly where your leads are coming from across regions
- The dots represent lead clusters by workflow and help identify where marketing is working

View your leads broken down by source to understand which channels are leading to more qualified and won jobs

- View your leads broken down by source to understand which channels are leading to more qualified and won jobs

Track how leads come in over different time periods to spot trends and seasonality

- Track how leads come in over different time periods to spot trends and seasonality

Track why some jobs aren’t moving forward in your pipeline

- Track why some jobs aren’t moving forward in your pipeline

Contains all jobs data and can be sorted and filtered as needed

- Contains all jobs data and can be sorted and filtered as needed

💡 Click Export Data to export the data in this chart

Click on any chart to open a window to view the underlying data

- Click on any chart to open a window to view the underlying data

<a href="https://intercom.help/roofr-a34d9a26ccc1/en/articles/15646868-how-to-use-the-team-performance-dashboard" rel="nofollow noopener noreferrer" target="_blank">How to use the Team Performance Dashboard</a>

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.

How to use the Lead Performance Dashboard

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How to use the Lead Performance Dashboard

How to use your Lead Performance Dashboard

Set your filters

At-a-Glance Metrics

Lead Map

Lead Performance Table

Lead Volume Over Time

Unqualified Leads Breakdown

Detailed Job Chart

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