Reporting for Local Businesses

See how many inquiries came in, where they came from, and what happened next — all in one simple view, so decisions are based on real numbers.

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Owner Dashboard — This Month
47
Calls
26
Form Leads
31
Quotes Sent
19
Jobs Booked
Where jobs came from
Google
82%
Ads
64%
Website
53%
Referrals
45%
Social
28%
Illustration · sample data
What's Included

What we build

One clear dashboard, built around the questions owners actually ask.

Every lead, counted and sourced

Calls, forms, messages, and bookings — tracked automatically and tagged by where they came from: Google, ads, referrals, social.

Quote and inquiry visibility

Open opportunities, quotes outstanding with dollar values, and jobs booked — in one clear view.

Marketing performance in plain English

Which sources produce leads, which produce booked jobs, and what each costs. Ads, SEO, and social measured side by side.

Review and follow-up health

Review growth, response speed, and follow-up activity — the system's vital signs, visible at a glance.

  • Call tracking and counting
  • Form and message tracking
  • Booking and appointment stats
  • Quotes sent and outstanding value
  • Lead source breakdown
  • Ads performance and cost per job
  • Review growth tracking
  • Open quotes and their value
  • Follow-up activity monitoring
  • Monthly plain-English summary
How It Works

How it works

  1. 01

    Connect the sources

    Phone, website, booking, ads, and reviews all feed the dashboard automatically. No manual data entry, ever.

  2. 02

    Track from first touch to booked job

    Each lead carries its source through the customer list, so 'Google Ads sent 21 leads and 9 booked' is a fact, not a feeling.

  3. 03

    See it whenever you want

    Live dashboard on your phone or laptop, plus a monthly summary that reads like a briefing, not a spreadsheet.

  4. 04

    Decide with evidence

    Double down on what books jobs, fix or cut what doesn't, and spot slow weeks while there's still time to respond.

FAQ

Common questions

Track every lead back to its source, then follow it through to booked or lost. When leads carry their source through the customer list, 'what's working' stops being a debate — the dashboard shows which channels produce jobs, not just clicks.

It's built for exactly that. One screen, plain labels, five questions answered at a glance — plus a monthly summary written in sentences. If reading it takes more than five minutes, we've failed.

Analytics counts website visitors. This counts business: calls, quotes, bookings, review growth, open quotes, and revenue-relevant sources. It answers owner questions, not web-traffic questions.

No — connected sources feed it automatically. The only human input is the customer list itself: marking quotes sent and jobs booked, which takes seconds and you're doing anyway.

Yes — that's a core purpose. Ad spend meets booked-job data, so you see cost per lead and cost per booked job by campaign. That's the number that should steer budget.

It's most powerful with the customer list and follow-up in place, since they generate the data. But even starting with call and form tracking alone beats guessing — and it grows as the system does.

Related services
Inquiry Follow-UpOnline BookingQuote Follow-UpPast-Customer Outreach

Let's talk about your marketing.

Tell us about your business and what you'd like to improve. We'll reply within one business day to set up a time to talk.

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