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Year to date
Revenue, conversion, and job progress for the current calendar year.
Revenue YTD
Job revenue from work starting this year
Conversion Rate
Quotes approved
Quotes sent
Jobs to Date
Additional booked
Median amount
Avg jobs/mo
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Month Plan
Full-month view: scheduled work counts toward the denominator, not just elapsed days. Markers show last month, monthly target, and trailing 3-month average.
Total Revenue
Potential Revenue
Booked Days
Quotes
Sent
Approved
Waiting
3-mo avg sent
Inspections Scheduled
Cash Flow
Jobs with visits this month
Deposits
Final balance
Paid MTD
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Snapshot
Current period performance
Activity totals and source mix for the selected reporting window.
Key Metrics
Key Metrics by Source (leads, inspections, quotes sent, quotes approved)
Sales Cycle (median)
Funnel Conversion
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Trailing Data
Rolling 30-day activity
Recent lead, quote, and inspection movement for spotting short-term trends.