Analytics and reporting for a insulation company
Most insulation owners cannot say which channel booked last month's foam retrofits. The ad platform says it drove 90 leads. The phone rang 60 times. Twelve jobs were installed. Nobody knows which twelve came from where, so budget decisions get made on feel.
Reporting for this trade connects the chain: ad or search or referral, to call or form, to quote sent, to job installed and invoiced. It is built on a tracking number per channel, a form that records its source, and a quote list that carries the source through to the invoice.
Working looks like one page, once a month: this channel cost this much, produced this many quotes, booked this many jobs, at this average ticket. The benchmark report gives you the outside comparison; this gives you the inside one.