One report across every trade you sell
Several products, several lead suppliers, reps who sell one thing or everything. The figures only mean something when each trade is compared with itself.
What home improvement businesses track
- A division for each trade, from the product, the rep or a column in the export.
- Money on the table compares suppliers only within a division, so a cheap insulation lead is never set against a roofing one. A supplier's verdict is judged against all your sources, unless 80% or more of its leads are in one division: then against that division's.
- Reps judged on conversion against their own division, at a rate each client sets (1 sale in 3 pitches by default).
- Blowouts, pick-ups and data health, the same in every division.
What Vanzio joins to it
- The diary, if appointments live outside the CRM: appointment, rep, outcome, who booked it, when it was booked and confirmed. Each diary row is matched to its lead by lead number, or else by phone, email, or postcode and surname, which are used for the match and never kept.
- First-call times from the dialler, for speed to first call and calling hours.
- Hours from the rota, for hours per pitch, the call centre board and the pay sheet.
- What each lead cost, from the export or as a cost per lead for each supplier.
Names, phone numbers, emails and street addresses never go into the reporting workbook. Postcodes are cut short and figures are shown by postcode area (G, ML, EH).
The cost-per-sale question, in your words
In each trade you sell, which lead supplier gives you a signed job for the least lead spend, and which rep turns the most pitches into sales?
Cost per sale is lead spend ÷ the sales those leads made. With the diary and the rota it also gives conversion by rep, the blowout rate and hours per pitch. How it's worked out.
The demo has two divisions, Solar and Windows, and every page can show one or both. Open the demo and switch division at the top.
How the figures get in. On Core you import your CRM's export yourself. On Connected, linking the diary, dialler and CRM is part of the build. No live CRM link is built today. Which CRMs.
Try it on four numbers, or see the whole thing.
The 4-number check works out what a sale costs from each lead supplier from your spend, leads, pitches and sales, on your screen only. The demo is Demo Solar Ltd, a made-up installer with solar and windows divisions, and shows every figure the dashboard has.
Every figure is defined on How every number is worked out.