Demo Environment — all customers, addresses, jobs, financials and communications shown are fictional.

Sales Performance

Funnel conversion, rep scorecards, appointment outcomes and commissions. Fictional 90-day demo dataset.

Lead-to-sale rate

17.0%

58 sold of 342 leads

Appointment set rate

51.5%

176 of 342 leads

Close rate at quote

44.3%

58 of 131 quotes

Average job size

$23,140

Across sold jobs

Stage-by-stage conversion
Where the pipeline leaks in this demo dataset
Leads342 · 100% of leads
Contacted298 · 87% of leads · 87% step
Qualified221 · 65% of leads · 74% step
Appointments set176 · 51% of leads · 80% step
Inspections completed154 · 45% of leads · 88% step
Quotes presented131 · 38% of leads · 85% step
Sold58 · 17% of leads · 44% step

Largest drop-off: qualified to appointment set (20% loss). Copilot suggests a second-touch SMS sequence within two hours.

Fictional sales data for demonstration purposes only.