PROJECT OVERVIEW
Install & Repair Sales Dashboard
- Category
- Dashboards & Reporting
- Type
- Sales & Operations Dashboard
- Status
- Completed
- Project
- View Project
THE SITUATION
Install and repair opportunities existed as records, while the full sales pipeline needed a consolidated view.
Pool-service install and repair work moved through lead qualification, opportunity status, estimates, job timing, wins, and deposit collection. Record-level updates did not automatically show where work sat across the wider pipeline.
THE REPORTING GAP
A pipeline becomes useful when stage, value, and next operational state can be reviewed together.
- Lead qualification and opportunity status needed one view
- Estimate activity required value and status context
- Won work and collected deposits were separate pipeline signals
THE APPROACH
Structure install and repair activity from qualification through estimates, wins, and deposits.
The dashboard organizes lead and job data by qualification and status, exposes pipeline counts and values, connects opportunity views to booking activity, and separates estimates sent and deposits collected for detailed review.
VISUAL PROOF
The sales pipeline in view
See install and repair activity move from lead qualification to opportunities, estimates, and collected deposits.
THE OUTCOME
The install and repair pipeline became visible from early qualification through collected deposits.
WHAT BECAME VISIBLE
- Lead, qualified, estimate-sent, and won pipeline stages
- Opportunity counts, conversion context, and pipeline value
- Booking count, value, and service-type performance
- Estimates sent with status and potential value
- Collected deposits by customer and service type
SYSTEM DETAILS
Project Details
- Category
- Dashboards & Reporting
- Type
- Sales & Operations Dashboard
- Status
- Completed
- Platform
- Google Sheets
Pipeline
- Lead qualification
- Opportunity status
- Won work
Sales Detail
- Bookings
- Estimates
- Deposits
- Service type
Analysis
- Counts
- Values
- Conversion context
- Job timelines
THE TAKEAWAY