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.
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
- 01
Connect the sources
Phone, website, booking, ads, and reviews all feed the dashboard automatically. No manual data entry, ever.
- 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.
- 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.
- 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.