7-day dashboard sprint · $1M-$20M service businesses

CEO Revenue Dashboard Sprint

For $1M-$20M service businesses that have leads coming in, but no clear view of which sources, salespeople, and follow-ups are actually making money.

Owner view

Revenue leak map

Lead source ROIunclear
Follow-up delayvisible
Pipeline leaksranked
Weekly owner reportready

Placeholder dashboard frame. Replace with a real screenshot once the first sprint is shipped.

Problem

Revenue is moving, but the leaks are hidden.

Most owners already have data. The problem is that it is split between ads, CRM, spreadsheets, inboxes, and staff updates.

You spend on ads but don’t fully trust attribution
Salespeople say the leads are bad
Leads sit too long before follow-up
Revenue is growing but profit feels unclear
Reports are scattered across CRM, spreadsheets, ads, and inboxes
Who it’s for

Built for owner-led service businesses.

The sprint fits companies where leads, calls, quotes, bookings, and follow-up already exist, but the owner cannot see the revenue picture cleanly.

Roofing / HVAC / electrical

Clinics / chiropractors

Agencies

Local service businesses

High-ticket service companies

What we build

One owner dashboard for the money path.

The dashboard is not a vanity report. It is designed to show where leads become revenue, where they stall, and what the owner should fix this week.

Lead source tracking

Sales pipeline dashboard

Follow-up delay alerts

Lost lead tracker

Revenue by source

Weekly owner report

Top 3 leaks this week

7-day sprint timeline

Seven days from scattered reports to owner view.

The sprint is intentionally narrow: map the current workflow, connect the key sources, build the dashboard, then review the leaks with the owner.

  1. Day 1

    Map current workflow

  2. Day 2

    Collect data sources

  3. Day 3-4

    Build dashboard

  4. Day 5

    Add alerts and reports

  5. Day 6

    Review with owner

  6. Day 7

    Deliver final system

Demo dashboard

The views the owner should have open.

These are placeholder modules for now. The first sprint should replace them with real screenshots and numbers from a shipped dashboard.

Updated weekly after sprint
Lead Source ROI
$ / source

Ad channels, referral sources, website forms, and booked revenue in one view.

Screenshot placeholder
Salesperson Performance
close rate

Assigned leads, pipeline stage movement, and booked work by owner.

Screenshot placeholder
Follow-Up Speed
first response

How long leads wait before first touch, plus delay alerts for stale deals.

Screenshot placeholder
Lost Revenue Estimate
leak value

Open leads, lost leads, and missed follow-ups translated into owner-level risk.

Screenshot placeholder
Weekly Bottleneck Report
top 3 leaks

A simple weekly summary of what is blocking revenue this week.

Screenshot placeholder
Pricing

Starter Sprint: from $500

Best for one business unit, one owner dashboard, and a clear first version of the revenue leak report.

After the sprint

Ongoing optimization: custom monthly retainer

Once the dashboard shows the leaks, ongoing work can cover new data sources, alerts, CRM cleanup, weekly owner reports, and deeper source-level analysis.

Want to know where revenue is leaking?

Send the current sources, CRM, reporting process, and what the owner checks every week. We will tell you whether the sprint fits.