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Insights / Demos / Dashboard

Demo dashboard

Enquiry-to-revenue dashboard

Where are enquiries being lost between first contact and paid work? A management view for a service business owner or sales lead.

Demo using sample data

Business analytics dashboard on a laptop

Demo using sample data

About this demo

  • Business question: where do enquiries drop out, and which channels convert?
  • Intended user: owner, general manager or sales lead.
  • KPIs: enquiries, share responded within one hour, conversion rate and conversion by channel.
  • Data assumptions: all figures are synthetic sample data for a fictional multi-channel service business. The refresh button simulates new data.

What an implementation would require

  • Enquiries captured in a CRM or structured log, with channel and timestamps
  • Agreed definitions for “responded”, “quoted” and “converted”
  • A connection to invoicing or sales records
  • A reporting tool licence, access rules and a refresh schedule