Business Intelligence
Harness analytics to maximize revenue.
Data empowers winning strategies.
Business Intelligence uncovers over 10 key performance indicators not visible in your CRM, updated daily in a private dashboard, highlighting your greatest revenue opportunities. We'll help you analyze the data to uncover insights about your business.
Harnessing these insights allows you to focus on the most opportunistic areas, significantly enhancing your business's productivity and accelerating growth.​
​​
Business Intelligence KPIs
Uncover opportunities from the initial call to your ticket size.
Total Calls
This simply monitors the volume of inbound customer calls, a key indicator of customer engagement and demand for services. Analyzing these patterns helps identify seasonality trends, informing strategic decisions about marketing spend and staffing adjustments.
Booking Rate
The booking rate tracks the total number of unique callers and the proportion who successfully book appointments. It not only assesses CSR performance in converting calls to bookings but also helps evaluate service offerings, pricing, and other factors influencing customer decisions.
Conversion Rate
This conversion rate assesses your company's success in converting home visits into finalized sales. Understanding this rate helps refine sales tactics, adjust training programs, and optimize marketing strategies to enhance overall sales performance.
Answer Rate
This metric measures the percentage of inbound calls answered. Answering calls is essential for maximizing revenue and retaining customers. Monitoring this data provides insights into call patterns and seasonality, enabling strategic decisions about resource allocation in your contact center.
Completion Rate
This metric calculates the completion rate of booked jobs, identifying those fulfilled versus canceled or incomplete. This can prompt targeted improvements in scheduling and customer communication to reduce cancellations and improve appointment reliability.
Converted Job Avg.
Tracking the average value of converted jobs by time and technician offers key insights into performance and sales effectiveness, informing strategic decisions on training, resource allocation, and targeting to boost profitability and customer satisfaction.
Availability Rate
The availability rate gauges the proportion of customers served relative to those requesting service. By measuring this rate, you can assess your effectiveness in meeting customer demand, and strategically adjust your operations in marketing spend and technician allocation.
Opportunity Rate
This metric evaluates how effectively technicians generate business opportunities during service calls. Knowing this rate is crucial as it reveals technician engagement and their adeptness at cross-selling, allowing you to maximize every service call and technician performance.
ROMI
ROMI measures the profitability of marketing by revealing the revenue each marketing dollar generates. This insight helps refine strategies and budget allocations, optimizing financial investments & returns throughout the year.