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BUSINESS INTELLIGENCE / INTERACTIVE DASHBOARD

See the big picture.
Get to the details.

Where are inquiries coming from? How many turn into jobs? What still needs a reply? Explore a sample dashboard built around the questions a small business owner actually asks.

Fictional business. Working dashboard.Every record below is made-up sample data. Try the filters, explore the charts, and download the matching records. No signup needed.

NORTHSIDE HOME SERVICES · SAMPLE BUSINESS

Inquiries & job bookings

Sample snapshot: May 1–October 31, 2026

SAMPLE DATA

Customer inquiries—Received in the selected period
Jobs booked—Inquiries currently at “Booked”
Booking rate—Booked ÷ selected inquiries
Typical first response—Median time among replied inquiries

Inquiries over time

By month received
InquiriesBooked

Bookings are a subset of inquiries in each month, using their stage at the sample snapshot.

Where customers find you

Inquiries by source

Use the source filter to explore the booking rate and response time for a particular channel.

Work by service

Inquiry mix

What needs attention?

Current inquiry stages

Behind every number: the records

Search the filtered records to find a sample inquiry. The cards and charts above follow the four filters.

Fictional inquiry records matching the dashboard filters and record search
InquiryReceivedServiceSourceCurrent stageFirst reply

“No reply yet” is excluded from the median response time. All dates and stages refer to the fixed sample snapshot.

Your business. Your questions. Your dashboard.

Bring the information together

Turn spreadsheets, inquiry forms, and job-tracking tools into a clear view of what’s happening.

Spot the next improvement

Look for missed follow-ups, shifts in demand, or bottlenecks that deserve a closer look.

Keep useful details within reach

Move from a high-level view to the records behind it. Choose measures that matter to the way you work.

What would you like to see more clearly?

Tell Jason what you track today and which questions take too long to answer. We can start with a dashboard that makes that work easier.

Talk about your business ↗