Who this is for: Managers | Best with: Some closed sales, logged expenses, and mileage trips in the system
Open Business Pulse #
Open Business Pulse from the home screen. A period picker at the top lets you scope all data to This Month, Last Month, This Year, or a Custom date range. The footer below confirms what’s included: “Data reflects closed sales, logged expenses, and recorded mileage trips.”
Each card below updates instantly when you switch periods. Scroll down to see all cards — they appear in a consistent order every time.
Revenue Overview #
The Revenue Overview card shows three stats for the selected period: average sale value (Avg Sale), total number of closed sales (Sales), and the monthly average (Avg / Month). If you’ve set a revenue goal, a progress bar shows what percentage of goal has been reached for the period. When no sales exist in the period, the card shows “No closed sales in this period.”
Profit & Loss #
The Profit & Loss card shows the three numbers that define your business health: Gross Sales (total closed revenue), Expenses (all categorized expenses in the period), and Net Profit (the difference). The net margin percentage is shown below: “Net Margin: X.X%”
Expense Breakdown #
The Expense Breakdown card lists your spending by category with a percentage bar for each. Tap any category row to drill into the individual expense records. When spending spans more than five categories, a “View All N Categories” button appears. Tap View All Expenses to jump to the full expense list.
Pipeline #
The Pipeline card gives a snapshot of your active sales funnel. Summary stats show total Pipeline Value, Active Jobs count, and Win Rate. Below that, a stage breakdown shows how many jobs are in each phase — Estimating and Active. The won and lost counts sit below the stage rows. The Prospect Pipeline section adds four more stats: Active prospects, total Pipeline value, Avg Close time, and Lost count.
Win/Loss Insights #
The Win/Loss Insights card requires a Standard plan. It unlocks after you’ve tagged at least five quotes as Won or Lost — until then it shows how many more tags are needed: “Tag N more quotes to unlock insights — Open a job → Details tab → Outcome section to tag it Won or Lost.”
Once unlocked, the card shows your Win Rate, a Price Breakpoint analysis (the price threshold where your win rate shifts), a Sweet Spot price range (the band where you win most often), and a Top Loss Reasons breakdown from your tagged outcomes.
Field Team Activity #
The Field Team Activity card appears only when activity logs exist for the period. It shows three summary KPI chips: Connection Rate, Close Rate, and Revenue. Color coding gives you an instant read — green means on target, orange means developing, red means below threshold.
Below the KPIs, the Team Totals grid shows eight activity counts for the entire team: Cold calls, Warm calls, Connected, Voicemails (VMs), Emails, Proposals, Meetings, and Closed deals.
Each team member then appears as their own row — name, revenue for the period, last log date, and mini-chips for Cold, Warm, Conn, Props, and Closed. Their individual connection rate and close rate are shown below the chips. Tap any rep row to open their full period-by-period history. See Read Your Sales Team Activity Dashboard for a detailed walkthrough of that view.
Marketing ROI #
The Marketing ROI card in Business Pulse summarizes your marketing spend for the selected period. It requires expenses logged under the Marketing & Advertising category. When none exist, the card shows: “No marketing expenses logged in this period — Log expenses under ‘Marketing & Advertising’ in the Expenses tab of any job or as a standalone expense.” Tap View Full Report to open the full Marketing ROI dashboard.
Marketing ROI dashboard #
The full dashboard opens with nav title Marketing ROI. It has its own period picker — the same This Month / Last Month / This Year / Custom options as Business Pulse — so you can scope marketing data independently. Three cards stack below it:
Marketing Spend card #
Your total marketing spend for the period appears as a large red number at the top. Three stat chips below it give you the context: % of Revenue (marketing spend as a share of total closed revenue), % of Profit (share of gross profit), and Revenue / $1 (how much revenue each dollar of marketing spend generated). A color-coded benchmark callout sits below the chips:
- Under 5%: “Below benchmark. Great efficiency — or consider scaling spend.”
- 5–12%: “Within the 5–12% service business benchmark.”
- 12–20%: “Approaching the upper benchmark limit.”
- Above 20%: “Above benchmark — review channel spend efficiency.”
Monthly Spend Trend card #
A 12-month bar chart shows your marketing spend month by month so you can see spending patterns, seasonal increases, and whether spend is growing or contracting over time. When no marketing expenses have been logged in the last 12 months, the card shows: “No marketing expenses in the last 12 months.”
Win Rate (This Period) card #
The third card shows your win rate for the same period — three chips: Win Rate percentage, Won count, and Lost count. A context note explains: “Win rate during your marketing spend period — a rising rate alongside spend growth suggests marketing impact.” This is the connection between what you’re spending on marketing and whether it’s actually closing more jobs. The card requires tagged Won/Lost outcomes — if none exist it shows: “Tag jobs as Won or Lost to see win rate for this period.”
A footer note below all three cards clarifies the data source: “Marketing spend reflects expenses logged under ‘Marketing & Advertising’ in the Expense Tracker.”
Mileage & Deductions #
The Mileage & Deductions card summarizes your business driving for the period — total miles, deduction value, fuel expenses, and drive time. The current IRS rate is shown: “IRS rate: $X.XXX/mi.” If no trips have been logged, the card prompts you to start tracking with a Start Tracking or Log a Trip button.
Debt & Interest and Sales Tax & Fees #
The Debt & Interest card shows your total Active Balance across all tracked accounts and your YTD Charges (interest and fees). The Sales Tax & Fees card shows Sales Tax Collected (“You owe this to the state”), Processing Fees Paid, and the fee rate as a percentage of revenue — useful for understanding what Stripe is costing you each period.
