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How we measure progress

Follow the inquiry through to the job.

A useful report helps you decide where to spend, what needs fixing and what you still do not know.

A sample service breakdown

What would we do with these numbers?

For PPF, ad spend divided by the four reported sold jobs is $1,050 per sold job. For ceramic, it is $700. Those calculations exclude management fees and say nothing about gross profit until job values and delivery costs are known.

We would check whether the sold jobs belong to the inquiries in this period, whether statuses are complete and whether the shop can take more work. A quote this week may become a sale next week. Comparing unmatched periods can make a campaign look better or worse than it is.

The “other agreed” line has no reported sold jobs. That calls for a status and sales-cycle check before a budget decision. Zero sales reported and an incomplete sales record are different findings.

Agree the definitions before launch

• Qualified inquiry: a real potential customer for an agreed service and area, based on the criteria we set with your shop.
• Quote: your team has supplied pricing for a defined job.
• Appointment: a visit or job has been scheduled. This is not automatically a completed sale.
• Sold job: your shop has confirmed the sale under the agreed reporting definition.
• Unknown: the status has not been supplied or verified. It stays visible as a gap.

Calls and forms should be deduplicated when they come from the same opportunity. Where the available tracking cannot connect an inquiry to a specific search term, the report must retain that limit.

The shop supplies the sales context

We manage campaigns and source tracking. Your team updates qualification and sales stages through a shared sheet or CRM export. The report uses the data available and identifies what is missing.