Interactive dashboard example

See What Happens Between a Lead and a Paid Job

Most reports stop at clicks. This example follows enquiries through booking and completed work, so you can see which sources bring actual business and what is left after direct job costs.

Fictional demo: Northstar Home Services and every number below are invented for demonstration. This illustrates a possible dashboard, not a live client account, a performance claim or a forecast.

NORTHSTAR HOME SERVICES · SAMPLE COMPANY

Revenue & Lead Dashboard

Illustrative cleaning-service operations in Toronto, Canada · CAD

Sample period: 27 Aug – 25 Sep 2026

Enquiries84Recorded inbound opportunities
Booked jobs2833.3% of enquiries
Completed jobs20Work marked complete
Completed-job revenueCAD 28,400Before direct job costs

Where opportunities stand

Lead → job
Enquiries84
Booked28
Completed20

Bookings and completed jobs are different stages. A booked job is not counted as revenue until marked complete in this sample.

What the completed work leaves

Illustrative gross margin
Completed-job revenue
CAD 28,400
Direct job costs
CAD 15,600
Job-level gross margin
CAD 12,800

45.1% of completed-job revenue

Revenue − direct job costs. This is not net profit: it excludes overhead, taxes, marketing fees and other business expenses. Job-cost reporting needs usable cost records and a separately agreed scope.

Which sources lead to finished work?

Compare enquiries with completed jobs and their revenue, not just traffic.

Assigned source in sample records
SourceEnquiriesBookedCompletedRevenueJob margin
Total842820CAD 28,400CAD 12,800

Source assignment is illustrative. Real attribution depends on consistent tracking and the information your team records.

Inside completed jobs

These five sample jobs show what sits behind a summary number.

Illustrative records
JobServiceLead sourceRevenueDirect costsGross margin

For 30 and 90 days, these are examples, not the full list behind the totals. All job IDs and amounts are fictional.

Your data will look different

What Would This Reveal in Your Business?

We start by checking which lead sources, job statuses and direct costs you actually record. Then we scope the dashboard and workflows your team can use—without pretending missing data exists.

See the Growth OS Scope