Reporting
The performance metrics we will eventually track from OS. Sample data below is illustrative and internally consistent.
Illustrative demo data for ABC Heating & Cooling. Not actual customer results.
Total leads
240
This period
Missed calls
48
41 contacted
Appointments booked
26
9 rescheduled
Recovered revenue
$11.7K
38 jobs won
Leads by source
Lead conversion funnel
Leads240 · 100%
Contacted198 · 83%
Responded112 · 47%
Appointments64 · 27%
Completed38 · 16%
Appointments booked over time
Automation activity over time
Estimated time saved
Lead Capture
- Total leads
- 240
- Lead sources
- 5
- Missed calls
- 48
- Automated follow-ups initiated
- 186
Engagement
- Messages sent
- 412
- Customer responses
- 112
- Response rate
- 47%
- Leads needing staff attention
- 34
Appointments
- Appointments requested
- 64
- Appointments booked
- 26
- Rescheduled
- 9
- Canceled
- 5
- No-shows
- 3
Revenue Recovery
- Estimates followed up
- 28
- Estimates accepted
- 11
- Jobs won
- 38
- Verified recovered revenue
- $11.7K
Time Savings
- Automated follow-up actions
- 186
- Manual minutes avoided
- 1,080
- Estimated hours saved
- 18