Koala Insulation DashboardPatel Insulation LLC
Revenue Pacing — real-time actual (ServiceMinder invoiced) + on-the-books (accepted proposals since May 2026, not yet completed) vs the 2026 budget. Click "On the Books" to see which jobs are included.
Leads & Sales Performance by Period — Revenue, Invoices, and Avg Deal Size are checked to the penny against ServiceMinder's own reports. Estimates Sent and Close Rate are computed here from a raw proposals pull, cohorted by the date each estimate was sent, and reflect that cohort's status as of today.
Revenue by Lead Source
This Month
Revenue by Sales Rep
This Month
Lead Source Breakdown
| Source | Estimates Sent | Close Rate | Revenue | Invoices | Avg Deal Size |
|---|
Sales Rep Breakdown
| Rep | Estimates Sent | Close Rate | Revenue | Jobs | Avg Deal Size |
|---|
Revenue & Net Income — Monthly Actuals
Jan–Aug 2026
Expense Breakdown
Share of COGS + operating expenses
Jul 2026 by Location
| Location | Revenue | Net Income |
|---|
P&L Summary — Jul 2026
| Line Item | Jul 2026 |
|---|
Follow-Ups — set a "follow up on" date from any deal; tap a row here to open it
Prospecting Pipeline — building the relationship, before plans arrive
Estimating Pipeline — once plans are in hand for a specific project
Pipeline Health
Activity by Rep — cards touched, cross-referenced with closed ServiceMinder revenue
| Rep | Prospecting Cards | Estimating Cards | Total | ServiceMinder Revenue (30d) |
|---|
Manage Users — who can sign in to this dashboard
| Name | Role | Status | Follow-up emails | Added | ||
|---|---|---|---|---|---|---|
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