PACE · October 2026

Thu10/1Fri10/2Mon10/5Tue10/6Wed10/7Thu10/8Fri10/9Mon10/12Tue10/13Wed10/14Thu10/15Fri10/16Mon10/19Tue10/20Wed10/21Thu10/22Fri10/23Mon10/26Tue10/27Wed10/28Thu10/29Fri10/30

Where we stood — 10/5

HVAC Service✗ BEHIND $59,089
$104,243
projected month-end
$14,215 of $163,332need $7,848/day
HVAC Install✗ BEHIND $313,247
$263,934
projected month-end
$35,991 of $577,181need $28,484/day
Plumbing Service✗ BEHIND $83,453
$213,547
projected month-end
$29,120 of $297,000need $14,099/day
Plumbing Install✓ ON PACE
$265,797
projected month-end
$36,245 of $151,569need $6,070/day
Electrical Service✗ BEHIND $41,465
$47,535
projected month-end
$6,482 of $89,000need $4,343/day
Electrical Install✗ BEHIND $7,751
$56,269
projected month-end
$7,673 of $64,020need $2,966/day
Company · all departments
$951,324
✗ BEHIND $390,778
projected month-end at the run rate as of 10/5
revenue booked month elapsed
$129,726 of $1,342,102$1,212,376 to goneed $63,809/day
New Daily Budget
$63,809
to hit the month · 19 days left
Revenue 10/5
$38,926
committed $58,543
✗ MISSED -$19,617
Month vs budget
14% month10% budget
▼ 4 pts behind
Workdays
3/22
19 left
Total Calls 10/5
59
Converted 10/5
20
34% conversion
TGL's Ran 10/5
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
160 left
97 left
23 left
DSRTGL Opps Ran
163 left
115 left
33 left
SMTGL Opps Flipped
62 left
15 left
3 left
LCTGL's Ran
66 left
12 left
4 left
LCMarketed Leads Ran
6 left
23 left
11 left
LCTotal Leads Ran
72 left
35 left
15 left
LCNumber of Jobs Sold
40 left
18 left
6 left
LCSold Revenue
$569,314 left
$118,037 left
$56,347 left
IMJobs Completed
40 left
23 left
4 left
IMInstall Rev Complete
$541,190 left
$115,324 left
$56,347 left
CCMTotal Calls
467 left
364 left
159 left
DSRCalls Ran
479 left
389 left
170 left
DSRDemand Calls Ran
144 left
205 left
88 left
DSRFVP Maint Calls Ran
338 left
192 left
80 left
DSRCOD Maint Calls Ran
0 left
DSRPre-sold Calls Ran
DSRWarr Call Backs Ran
DSRConverted Calls
178 left
209 left
80 left
DSRConversion Rate %44%25%74%74%71%17%
DSRHCC Conversion %60%0%100%67%100%0%
SMCompleted Serv Rev
$149,117 left
$267,880 left
$82,518 left