Your real P&L every month — without a spreadsheet

Inbound calls, booked appointments, sold jobs, ad spend, revenue, profit/loss, and closing rate — all auto-synced from your CRM, call tracking, and ad platforms. One dashboard. Updated daily.

Open Dashboard → Read the Docs
Total Calls
312
▲ 18% vs last month
Sold
142
▲ 12%
Ad Spend
$8,420
▲ 6%
Revenue
$48,200
▲ 21%
P&L
+$39,780
▲ 25%
Close Rate
45.5%
▲ 2.1pp

What it shows

Every metric that matters — in one place

Stop reconciling Google Ads with QuickBooks with Housecall Pro at the end of every month. The dashboard does it for you, every day.

📞

Total Calls

Inbound call volume from CallRail or your CRM. The top of your funnel — drops here mean ads stopped generating leads.

📅

Booked

Calls that became scheduled appointments. Measures dispatcher efficiency. Low rate = calls being mishandled.

💰

Sold

Jobs completed and invoiced. The revenue-generating event — your actual conversion from lead to customer.

📣

Ad Spend

Daily spend from Google Ads, Meta Ads, and Rumble Ads — pulled directly from each platform's API.

💵

Revenue

Job revenue from your CRM (Housecall Pro, ServiceTitan, Jobber, etc.) or paid invoices from QuickBooks.

📈

P&L

Revenue minus ad spend. The gross return on every dollar invested in advertising — calculated automatically.

🎯

Close Rate

Sold ÷ Total Calls. Industry benchmark for local service is 35–55%. Below 30% signals a sales process issue.

ROAS

For ecommerce: Revenue ÷ Ad Spend. Most stores target 3–6x. Tracked monthly with a 6-month sparkline.

Service business or ecommerce — we cover both

The dashboard rescopes itself based on your workspace type, so the metrics you see are always the ones that matter.

🔧

Service Business Mode

Plumbers, HVAC, electricians, roofers, dental, landscaping, and other local services. Tracks the call → booked → sold → revenue funnel.

  • Call attribution from CallRail or CRM
  • Booked & sold rates per month
  • Cost per call and cost per sold job
  • Closing rate trend over 6 months
Total CallsBookedSoldClose Rate
🛍

Ecommerce Mode

Online stores running Google Ads or Meta Ads to a Shopify store. Tracks orders, gross revenue, and ROAS.

  • Orders & revenue from Shopify
  • Combined ad spend across Google & Meta
  • Monthly ROAS & P&L
  • 6-month ROAS trend chart
OrdersRevenueROASP&L

The dashboard tells you where to look

Six common patterns — and what each one means.

High spend, low calls

Your ads aren't being clicked

Low CTR, weak ad copy, or wrong keywords. Quality Score likely below average.

Look in: Google Ads search terms report, ad CTR
High calls, low booked

Calls are being mishandled

Missed calls, no answer, or untrained dispatchers. Money on the table.

Look in: CallRail call recordings, dispatcher process
High booked, low sold

Cancellations or no-shows

Jobs are scheduled but not completed. Could be CRM lag — or sales process problems.

Look in: CRM job status, closed-lost reasons
Negative P&L

Ad spend exceeds revenue

CPCs too high or revenue per job too low. Quality Score is usually the culprit.

Look in: Google Ads QS, top-spending keywords
All zeros

Integration not synced

One or more integrations failed to connect or hasn't synced this month.

Look in: Integrations page → check status
Closing rate dropping

Sales process regression

Same lead volume, fewer sold jobs. Something changed — script, person, or pricing.

Look in: Recent sales activity, team changes

See your real ROI in under 10 minutes

Connect your CRM, call tracking, and ad platforms. The dashboard fills in the rest.

Open Dashboard → Read the docs