GOAT Hub Dashboard

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Data Freshness Details
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Total Revenue YTD $0 Accepted Basis
Accepted MTD $0
MoM Growth 0%
Total Jobs 0

Revenue by Month Accepted

Quarterly Revenue Accepted

Cumulative Revenue Progression (Accepted Basis — YoY)

Monthly Revenue Comparison (YoY) Accepted

Revenue by Operation Type Accepted

Monthly Revenue Distribution Accepted

Monthly revenue bars with cumulative running total — current year vs prior year

Top 15 Clients

Close Rate by Day of Week Company-Wide

Which days drive the most accepted proposals?

Proposal Volume by Day of Week Company-Wide

Accepted vs not accepted, by day sent
Billed (Month) $0 Invoice Date
Billed (YTD) $0 Invoice Date
Collected (Month) $0 Date Paid
Collected (YTD) $0 Date Paid
Upcoming This Month $0 Not yet billed
Scheduled (Rest of Year) $0 Future-dated
Outstanding A/R $0 Open Balance
Jobs Missing Close Date 0 of 0 Won, excl. maintenance

Monthly Billed vs Scheduled · Year over Year

Invoice Detail This Month

One row per invoice. Footer total ties to Billed + Upcoming for the selected month.

Invoice # Date Project / Job # Customer Category Description Sales Responsible Status Billing Amount Balance
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Total
Avg Estimation Accuracy 0%
Jobs Over Budget 0
Cost Overrun $0
Jobs Completed (Month) 0 Approved Basis
Hours Overrun
Jobs Completed YTD Visit Basis
Avg Rev / Completed Job Accepted Basis

Estimation Accuracy by PM

Budget Adherence Trend

Revenue by Month Accepted Basis

Jobs Completed by Team Lead Approved

Revenue by Operation Type Accepted

Service Mix Accepted

Justin

Hagan

Projections

Crew Lead PM Scheduled Jobs Pipeline Value
Accepted MTD
$0
Avg Days to Close 0
Close Rate 0%
Active Sales Reps 0

Revenue by Sales Rep Accepted

Residential vs Commercial

Days to Close Trend

Close Rate by Day of Week

Proposals Sent by Day of Week

YTD Revenue $0 Accepted Basis
Close Rate N/A
Avg Days to Close N/A
Quota Attainment N/A
Team Rank

Close Rate Trend (Monthly)

Revenue vs Quota Progress

$0 $5M

Days to Close Distribution

Revenue by Quarter

YTD Revenue $0 Accepted Basis
Approved Revenue $0 Approved Basis · Quota Basis
Avg Revenue / Job $0
MoM Growth N/A

Monthly Revenue Trend (Multi-Year) Accepted

Quarterly Revenue by Vertical Accepted

Revenue Per Job by Category

Vertical Total Revenue # Jobs Avg / Job % of Total

Annual Quota Progress

80%
100%
120%
$0 Quota: $0

Q1
$0 / $0
Q2
$0 / $0
Q3
$0 / $0
Q4
$0 / $0

Pace Projection

Calculating projected year-end revenue based on current pace...

Commission Calculator

Required Total Revenue --
Revenue Above Quota --
Remaining Revenue From Actuals --
Estimated Activity --

Revenue by Vertical

Vertical Mix

Avg Revenue Per Job by Vertical

Vertical Breakdown

Vertical Revenue # Jobs Avg / Job % of Total

Top 5 Customer Revenue Trend

Customer Concentration

Top 15 Customers

Customer 2023 2024 2025 YoY Change Jobs
Gross Profit N/A
Overall Margin N/A
Avg Profit / Job N/A
Jobs Analyzed N/A

Profit Margin by Vertical

Quarterly Profit Margin Trend

Top Profitable Jobs

Job Client Vertical Revenue Cost Profit Margin

Least Profitable Jobs

Job Client Vertical Revenue Cost Profit Margin
Win Rate N/A
Not Accepted N/A
Avg Days to Win N/A
Stale Pending N/A

Outcomes by Vertical

Win Rate by Vertical

Monthly Proposal Outcomes

Proposals Not Accepted

Job Client Vertical Value Stage Age
Job # Title Client Rep Operation Status Revenue Margin % Accepted Visits Hours Team Lead
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🤝 Customer Directory

Customers

Franchise Comparison Side-by-side KPIs for all locations

Franchise Detail Select a location to explore

Franchise Overview

Developer Tools
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Admin Tools

Executive Digest Email Send the weekly executive summary email on demand. Uses configured SMTP credentials.

SQL Query