Hours spent preparing weekly reports
The simplest saving, and a sign that the dashboard is replacing manual work rather than adding to it.
Roofing companies · KPI and pipeline dashboards
Know your roofing numbers without rebuilding a spreadsheet
Most roofing owners can quote last month's revenue but not their close rate by lead source, average days from signed contract to install, or how much depreciation is still sitting with carriers. The data exists across the CRM, QuickBooks and a few spreadsheets, but pulling it together takes someone's Monday morning.
How it often works today
- The owner or office manager exports reports from AccuLynx or JobNimbus and QuickBooks and stitches them into a spreadsheet every week.
- Retail and insurance jobs are blended together, hiding that one may be profitable while the other is slow to collect.
- Rep performance is judged on signed contracts, not on margin or how many jobs later needed supplements or change orders.
- Decisions about buying leads, adding a production crew or ending a canvassing campaign are made on instinct rather than numbers.
A KPI dashboard brings the handful of numbers that matter into one view, refreshed automatically. Retail and insurance work are shown separately because their economics are different. The goal is not more charts. It is a weekly picture clear enough to decide where to send canvassers, when to add a crew and which receivables to chase.
The improved workflow
Agree the few numbers that matter
Pick eight to twelve measures with the owner, such as leads by source, inspection rate, close rate, average ticket, backlog in squares, supplements pending and DSO.
Clean up the source data
Fix lead sources, job types and stage definitions in the CRM so the numbers mean the same thing every week.
Connect and refresh automatically
Connect the CRM and QuickBooks Online to a dashboard tool so figures refresh daily without anyone exporting reports.
Use it in a weekly meeting
Review the dashboard in a short weekly production and sales meeting, with each number owned by a named person.
How we deliver this: AI automation for small business or fractional CTO leadership, scoped in writing and run over 90 days. See pricing or the sample scope.
What we would measure
Data completeness in the CRM
Missing lead sources or job types make every number less reliable, so completeness is tracked directly.
Decisions made from the dashboard
A dashboard that nobody acts on is decoration. We would note decisions it informed in the weekly meeting.
Where people stay in control
- Numbers come from systems of record, not from an AI summary, and any AI commentary is clearly marked as a draft for a person to check.
- Access to margin, pay and rep commission data is limited to the owner and named managers.
- Definitions such as what counts as a closed job or a lead are written down and approved by the owner before reporting starts.
Example
Retail versus insurance, side by side
For example, in an illustrative case an owner believes insurance work carries the company. The dashboard shows retail and insurance separately. Insurance jobs have a larger average ticket but take far longer to collect because of depreciation holdback, while retail jobs close faster with steadier margin. The owner shifts some marketing toward retail replacements in the slow months and assigns one office person to depreciation follow-up.
Tools typically involved
What the first 30 days look like
In the first 30 days we would interview the owner and managers about the decisions they make each week, audit CRM data quality and agree a short list of measures with written definitions. The pilot would be one weekly dashboard, replacing the current Monday spreadsheet.
Common questions
Don't AccuLynx and JobNimbus already have reports?
They do, and sometimes those are enough. We would start by checking whether built-in reports answer your questions once the data is clean. A separate dashboard makes sense when you need CRM and accounting numbers together, or a view the built-in reports cannot produce.
What should a roofing company track first?
Start with a short list: leads by source, inspection rate, close rate, average ticket, backlog and days sales outstanding. Insurance-heavy companies should add supplements pending and depreciation outstanding. More measures can come later once the first ones are trusted.
How long does it take to build?
A first useful version often takes a few weeks, but most of that time goes into cleaning data and agreeing definitions, not building charts. If lead sources and job stages are inconsistent in the CRM, fixing that comes first.
The business case
Does it pay for itself?
Illustrative defaults for a roofing company. Replace them with your numbers.
What this workflow costs today
a month in staff time, before any lost sales
Monthly fee + assumed tools +
Break-even: new clients a month (at first-year value)
Or: staff hours recovered and redeployed
Break-even additional revenue
Value of +1 point of win rate
First 90 days, service fee
Worth a closer lookTest the assumptions
Illustration only, not a forecast or guarantee. Recovered staff time becomes a cash saving only if spending actually declines or the time goes into paid work. Tool costs are an assumption; we replace every number here with yours before recommending a scope.
KPI and pipeline dashboards in other industries
Architecture firmsAuto repair shopsConstruction and general contractorsDental practicesElectrical contractorsEngineering firmsHVAC companiesIT managed service providers
KPI and pipeline dashboards: full guide
Related guides
Your first 90 days with a fractional tech leadHow to automate invoicing in QuickBooks OnlineA practical guide to CRM data cleanupHow to automate recurring client reports
Terms used here
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