1. Leads Flow
New leads per day by source (28 days)
Leads per week by source
Time to first contact
Leads not yet called
Missed calls, no callback
Appointments per day by salesperson
Appointments by salesperson
Next 7 days
Funnel: lead → appointment → estimate → signed
Signed = priced main jobs created in period (signed estimate auto-charges a $1,000 deposit). Workiz does not link leads to jobs.
Medo (ext 101): phone system vs WhatsApp report
Outbound calls from Primecall vs "Total Calls Made" in Medo's daily report. Medo alone books appointments.
Hot / Warm estimates waiting on follow-up
2. Finance
Open balances per active job
Collections this month
QuickBooks daily report: P&L snapshot
Deposits received: jobs signed in last 60 days
Weekly burn breakdown
3. Ariel's Daily Field Reports
4. Open Jobs & Bottlenecks
Open main jobs by days in status
Past appointments still "scheduled"
No outcome logged in Workiz.