Scorecard
Track weekly KPIs by department — week of March 3, 2026
Total KPIs
8
On Target
1
Close
7
Below Target
0
Sales & Customer Experience
4 KPIs
| KPI | Owner | Target | Actual | Status | Trend |
|---|---|---|---|---|---|
% of Qualified Leads (Leads to Inspection) Percentage of inbound leads that convert to a booked inspection | EO Edward | 60% | 58% | ||
Google Reviews (80% of jobs won) Percentage of completed jobs that result in a Google review | JL Jason | 80% | 72% | ||
Referrals (% of jobs won) Percentage of new business from customer referrals | JL Jason | 25% | 22% | ||
Won 30% of Qualified Leads Close rate on qualified leads | JL Jason | 30% | 28% |
Operations
1 KPIs
| KPI | Owner | Target | Actual | Status | Trend |
|---|---|---|---|---|---|
VPI - Target $4,500 Value Per Install — average revenue per completed roof installation | TS Tiffany | $4,500 | $4,350 |
Admin & Finance
2 KPIs
| KPI | Owner | Target | Actual | Status | Trend |
|---|---|---|---|---|---|
BVA (Budget vs Actual) +/- $ Total Budget vs Actual variance — positive means under budget | TS Tiffany | $0 | $3,200 | ||
BVA >% of (-) Total Jobs Percentage of jobs that come in at or under budget | TS Tiffany | 90% | 87% |
Executive
1 KPIs
| KPI | Owner | Target | Actual | Status | Trend |
|---|---|---|---|---|---|
125K Gross Revenue Weekly gross revenue target | BS Brad | $125,000 | $118,000 |