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 — 10/8

HVAC Service✗ BEHIND $83,146
$80,186
projected month-end
$21,869 of $163,332need $8,841/day
HVAC Install✗ BEHIND $290,459
$286,722
projected month-end
$78,197 of $577,181need $31,187/day
Plumbing Service✗ BEHIND $85,866
$211,134
projected month-end
$57,582 of $297,000need $14,964/day
Plumbing Install✓ ON PACE
$236,966
projected month-end
$64,627 of $151,569need $5,434/day
Electrical Service✗ BEHIND $38,745
$50,255
projected month-end
$13,706 of $89,000need $4,706/day
Electrical Install✗ BEHIND $35,886
$28,134
projected month-end
$7,673 of $64,020need $3,522/day
Company · all departments
$893,398
✗ BEHIND $448,704
projected month-end at the run rate as of 10/8
revenue booked month elapsed
$243,654 of $1,342,102$1,098,448 to goneed $68,653/day
New Daily Budget
$68,653
to hit the month · 16 days left
Revenue 10/8
$33,142
committed $46,426
✗ MISSED -$13,284
Month vs budget
27% month18% budget
▼ 9 pts behind
Workdays
6/22
16 left
Total Calls 10/8
43
Converted 10/8
13
30% conversion
TGL's Ran 10/8
2

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
149 left
62 left
5 left
DSRTGL Opps Ran
152 left
93 left
17 left
SMTGL Opps Flipped
59 left
12 left
1 left
LCTGL's Ran
61 left
9 left
4 left
LCMarketed Leads Ran
1 left
19 left
6 left
LCTotal Leads Ran
63 left
28 left
10 left
LCNumber of Jobs Sold
34 left
16 left
6 left
LCSold Revenue
$478,787 left
$109,309 left
$56,347 left
IMJobs Completed
37 left
17 left
1 left
IMInstall Rev Complete
$498,984 left
$86,942 left
$56,347 left
CCMTotal Calls
427 left
281 left
130 left
DSRCalls Ran
449 left
333 left
150 left
DSRDemand Calls Ran
137 left
167 left
75 left
DSRFVP Maint Calls Ran
317 left
180 left
74 left
DSRCOD Maint Calls Ran
-2 left
DSRPre-sold Calls Ran
DSRWarr Call Backs Ran
DSRConverted Calls
169 left
180 left
70 left
DSRConversion Rate %38%33%71%53%60%40%
DSRHCC Conversion %75%50%100%33%50%0%
SMCompleted Serv Rev
$141,463 left
$239,418 left
$75,294 left