What a windows sale costs, supplier by supplier
Quote appointments, a rep in the living room, a price that moves on the night, and a second visit for the ones who wanted to think about it. All of it decides what a lead was worth.
What windows and doors businesses track
- Leads by supplier and cost, against your own social and referrals.
- Appointments sat, blowouts (the rep couldn't pitch) and cancellations, by the rep and by the agent who booked them.
- What sold: windows, doors, a conservatory, and the order value.
- Second visits for pitches that missed (Trade, in the dashboard), kept apart so the first visit's figures stay honest.
- Sales cancelled in the cooling-off period, counted as not sold with no revenue.
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
Which supplier's leads turn into signed windows jobs at the lowest lead spend per sale, and are their customers the ones who cancel?
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's Windows division has a supplier of its own and is judged only against windows sources: a windows lead is no substitute for a solar one. Open Lead sources and pick Windows.
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.