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.
NORTHSIDE HOME SERVICES · SAMPLE BUSINESS
Inquiries & job bookings
Sample snapshot: May 1–October 31, 2026
Inquiries over time
By month receivedBookings are a subset of inquiries in each month, using their stage at the sample snapshot.
Where customers find you
Inquiries by sourceUse the source filter to explore the booking rate and response time for a particular channel.
Work by service
Inquiry mixWhat needs attention?
Current inquiry stagesBehind every number: the records
Search the filtered records to find a sample inquiry. The cards and charts above follow the four filters.
| Inquiry | Received | Service | Source | Current stage | First 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.