Load your reports
Step 1CSV or TSV exported from any moving CRM. Column names differ everywhere, so you tell the page which column is which — it guesses first and you correct it.
Quote / lead report
One row per quote. Needs an amount and a status (won, lost). A date column unlocks the timeframe filter; a service column unlocks the service breakdown.
Jobs / dispatch report
One row per completed job. Needs estimated labor and actual labor. Crew size and service are optional but make the report much better.
Click a status to cycle it between won, lost and ignored.
Lost opportunities by price range
—Every quote you gave, bucketed by size. The bar is the total revenue that passed through that band; the split is what you kept versus what walked.
Lost opportunities by service
—The same quotes, grouped by what you were selling. Watch for a service with a close rate well under your blend and a big lost-revenue bar — that is a rate problem, not a sales problem.
Manhours & crew sizes
—Estimated labor against what the crew actually burned. On an hourly rate an overrun is the customer paying more than you quoted, so this is a review problem before it is a margin problem.
Twenty rows is enough to see the pattern.
| Est. labor (h) | Actual labor (h) | Crew | Service |
|---|
What to do about it
Read lastGenerated from the numbers above, in this browser. Thresholds are the ones that matter in a moving business, not statistical significance tests — check the job counts before you act on a thin one.