PACE · March 2026

Mon3/2Tue3/3Wed3/4Thu3/5Fri3/6Mon3/9Tue3/10Wed3/11Thu3/12Fri3/13Mon3/16Tue3/17Wed3/18Thu3/19Fri3/20Mon3/23Tue3/24Wed3/25Thu3/26Fri3/27Mon3/30Tue3/31

Where we stood — 3/31

HVAC Service✓ ON PACE
$166,798
projected month-end
$166,798 of $139,376✓ budget met · $27,422 over
HVAC Install✗ BEHIND $49,657
$363,588
projected month-end
$363,588 of $413,245need $0/day
Plumbing Service✗ BEHIND $66,970
$272,594
projected month-end
$272,594 of $339,564need $0/day
Plumbing Install✓ ON PACE
$176,647
projected month-end
$176,647 of $151,569✓ budget met · $25,078 over
Electrical Service✗ BEHIND $11,794
$54,999
projected month-end
$54,999 of $66,793need $0/day
Electrical Install✓ ON PACE
$51,522
projected month-end
$51,522 of $34,020✓ budget met · $17,502 over
Company · all departments
$1,086,148
✗ BEHIND $58,419
projected month-end at the run rate as of 3/31
revenue booked month elapsed
$1,086,148 of $1,144,567$58,419 to goneed $0/day
New Daily Budget
$0
to hit the month · 0 days left
Revenue 3/31
$30,409
committed $28,176
✓ HIT +$2,233
Month vs budget
100% month95% budget
▼ 5 pts behind
Workdays
22/22
0 left
Total Calls 3/31
73
Converted 3/31
26
36% conversion
TGL's Ran 3/31
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
-2 left
-207 left
-84.2 left
DSRTGL Opps Ran
19 left
-86 left
-47.2 left
SMTGL Opps Flipped
14 left
-9 left
5 left
LCTGL's Ran
13 left
-12 left
4.1 left
LCMarketed Leads Ran
-10 left
-6 left
1.9 left
LCTotal Leads Ran
3 left
-19 left
14 left
LCNumber of Jobs Sold
6 left
7 left
3 left
LCSold Revenue
$563 left
-$6,513 left
$19,073 left
IMJobs Completed
9 left
5 left
-34 left
IMInstall Rev Complete
$49,657 left
-$25,078 left
-$17,502 left
CCMTotal Calls
-52 left
-146 left
-17 left
DSRCalls Ran
0 left
38 left
33 left
DSRDemand Calls Ran
-34 left
43 left
49 left
DSRFVP Maint Calls Ran
100.1 left
55 left
0 left
DSRCOD Maint Calls Ran
-4.3 left
-6 left
0 left
DSRPre-sold Calls Ran
-38 left
-50 left
-16 left
DSRWarr Call Backs Ran
DSRConverted Calls
16 left
47 left
27 left
DSRConversion Rate %45%56%73%64%67%75%
DSRHCC Conversion %100%200%67%0%100%0%
SMCompleted Serv Rev
-$27,422 left
$66,970 left
$11,794 left