Forum Discussion

roselvaggio's avatar
roselvaggio
Verified Community Coach
3 months ago

What KPIs is everyone tracking beyond the basic revenue numbers using insights?

I’m curious how creative people are getting with it. Are you tracking things like close rate by estimator, profit per job, callbacks, average ticket size, recurring vs one-time clients, drive time, o...
judithvirag's avatar
judithvirag
Verified Community Coach
16 days ago

We have several numbers that we track:

Sales

  • number of reoccuring clients
  • number of new reoccuring clients
  • number of lost reoccuring clients
  • number of visits
  • number of one time sales
  • revenue
  • profit
  • expenses
  • average sales per cleaning
  • rate increases
  • weekly closing rate
  • number of clients

Team

  • customer rating
  • efficiency rate
  • travel time/admin time
  • call out/sick
  • breakage
  • complaints
  • compliments
  • turnover rate
  • revenue per cleaner

These all factor into the decisions we make.  Numbers never lie and it helps us making informed decisions