Revenue trend signed contract value by month
Scope performance revenue by job type
Profitability by job largest signed jobs
Cost breakdown
Funnel where leads die
Open pipeline by stage, weighted
The clock lead → finish, stage by stage
Sales team
Loss reasons
Speed to lead → close rate
A lead that never books is worth nothing. Media = ad spend only, for channel decisions. Marketing = + agency, tools, events — the standard, and what the target grades against. Fully loaded = + sales payroll; log payroll as
kb_spend rows with category sales_labor to turn it on.Channel ROI spend → cost per held appointment → CAC → LTV:CAC · click a header to sort
Campaign performance per Meta campaign — this is where you kill and scale · needs spend logged per campaign in kb_spend
Realm rate card fee falls as contract value rises
Source tiers
Leads by month
Ad spend by month
Month by month
Jobs Precon by default — a job is only In Build with a real start date
Data gaps won jobs with missing fields, worst first
Weekly scorecard every target, its owner, and where you stand
Growth model the staged path to $5M EBITDA
Metric dictionary formula and source for every number