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BUSINESS & TECH CONSULTING / DASHBOARD EXAMPLE

See the big picture.
Get to the details.

Where are inquiries coming from? How many turn into jobs? What still needs a reply? Tell me which questions matter to your business. I can help set up reports in your existing software, connect the data, or build a dashboard like this when you need one.

Demo scenario with fictional information. Try the filters, explore the charts, and download the matching records.

NORTHSIDE HOME SERVICES · SAMPLE BUSINESS

Inquiries & job bookings

Sample snapshot: May 1–October 31, 2026

SAMPLE DATA

Choose any filter below. The totals and charts update immediately. Scroll down to see the matching inquiries or download them.

Customer inquiries—Received in the selected period
Jobs booked—Inquiries currently at “Booked”
Booking rate—Share of customer requests that became booked jobs
Typical first response—Based on inquiries that received a reply

Inquiries over time

By month received
InquiriesBooked

The Booked bar shows how many of that month’s requests became jobs by the sample date.

Where customers find you

Inquiries by source

Choose an option under How customers found the business to see its bookings and reply times.

Work by service

Inquiry mix

What needs attention?

Current inquiry stages

Matching records

These inquiries match the filters above. Search this list by inquiry number, service, or how the customer found the business. Search narrows this list and its downloads; the charts stay the same.

Fictional inquiry records matching the dashboard filters and record search
Inquiry Received Service Source Current stage First reply

Typical response time is the middle reply time for requests that received an answer. Requests with no reply are left out. All records use the sample dates.

What would make your day easier to track?

Bring the information together

I can bring information from your spreadsheets, inquiry forms, and job-tracking tools into one easy-to-read dashboard.

See what needs follow-up

You tell me what you need to keep track of. I’ll help put that information in one place so you can decide what to do next.

See where the numbers come from

I can make it easy to go from a total to the records behind it, so you can see where a number came from.

What would you like to see more clearly?

Tell me what you want to keep track of and which questions take too long to answer. I’ll help you find a useful way to get those answers, whether that means connecting your existing tools or building a dashboard.

Talk it through with me ↗