miryloKeep the view consistent
Choose the period, date basis and sources. Follow a cohort for acquisition performance or event dates for current activity.
A recent group may still have open estimates. Do not compare it with an older group as if both had equal time to close.
Check project fit
Inspect work types, territories and qualification reasons. More inquiries help only if they include work you can take.
Open a few suitable and unsuitable records. Look for a specific intake, source or marketing issue.
Find the booking gap
Review qualified inquiries without a visit or dated callback. Check ownership, estimator eligibility and offered times.
A reservation is not a confirmed appointment. Try the booking example.
Read the open estimates
What is the homeowner waiting for? What did the salesperson promise? Revisions, scope questions and later callbacks need different actions.
Review estimates with no next step, including work marked lost just because the decision took time.
Verify a surprising number
Open the opportunity. Check status, value, date and the latest update before judging the source.
Won value is not collected cash or profit. Use payment or job-cost data when the decision needs it.
Leave with an action
Write down the action, owner, due date and evidence to check next time. For example: clarify one form, resolve unassigned visits or prepare overdue revisions.
If the same problem keeps returning, bring that handoff to a workflow review.