PACE · September 2026

Tue9/1Wed9/2Thu9/3Fri9/4Tue9/8Wed9/9Thu9/10Fri9/11Mon9/14Tue9/15Wed9/16Thu9/17Fri9/18Mon9/21Tue9/22Wed9/23Thu9/24Fri9/25Mon9/28Tue9/29Wed9/30

Where we stood — 9/30

HVAC Service✗ BEHIND $24,265
$130,956
projected month-end
$130,956 of $155,221need $0/day
HVAC Install✗ BEHIND $44,917
$423,010
projected month-end
$423,010 of $467,927need $0/day
Plumbing Service✗ BEHIND $34,436
$256,443
projected month-end
$256,443 of $290,879need $0/day
Plumbing Install✗ BEHIND $907
$143,773
projected month-end
$143,773 of $144,680need $0/day
Electrical Service✓ ON PACE
$97,690
projected month-end
$97,690 of $73,539✓ budget met · $24,151 over
Electrical Install✗ BEHIND $39,907
$22,566
projected month-end
$22,566 of $62,473need $0/day
Company · all departments
$1,074,438
✗ BEHIND $120,281
projected month-end at the run rate as of 9/30
revenue booked month elapsed
$1,074,438 of $1,194,719$120,281 to goneed $0/day
New Daily Budget
$0
to hit the month · 0 days left
Revenue 9/30
$47,263
committed $61,766
✗ MISSED -$14,503
Month vs budget
100% month90% budget
▼ 10 pts behind
Workdays
21/21
0 left
Total Calls 9/30
57
Converted 9/30
26
46% conversion
TGL's Ran 9/30
3

Enter the numbers

▌ Commit (today) · ▌ Actual (yesterday) · the small left figure is what remains for the month and ticks down as you enter actuals. Saves automatically.

MetricHVACPlumbingElectrical
CommitActualCommitActualCommitActual
CCMTGL Opps Booked
-26 left
-230 left
-161 left
DSRTGL Opps Ran
-17 left
-185 left
-120 left
SMTGL Opps Flipped
12 left
-14 left
1 left
LCTGL's Ran
31 left
-18 left
3 left
LCMarketed Leads Ran
11 left
0 left
-2 left
LCTotal Leads Ran
42 left
-33 left
1 left
LCNumber of Jobs Sold
6 left
-2 left
0 left
LCSold Revenue
$64,508 left
-$42,120 left
$42,581 left
IMJobs Completed
6 left
6 left
-36 left
IMInstall Rev Complete
$44,917 left
$907 left
$39,907 left
CCMTotal Calls
180 left
-35 left
-61 left
DSRCalls Ran
209 left
40 left
-7 left
DSRDemand Calls Ran
-33 left
-4 left
-36 left
DSRFVP Maint Calls Ran
260 left
82 left
45 left
DSRCOD Maint Calls Ran
-17 left
DSRPre-sold Calls Ran
DSRWarr Call Backs Ran
DSRConverted Calls
45 left
33 left
-24 left
DSRConversion Rate %56%57%76%57%71%13%
DSRHCC Conversion %50%0%75%50%50%0%
SMCompleted Serv Rev
$24,265 left
$34,436 left
-$24,151 left