JD
JD Hostetter
Built Honest · Operational Dashboard
Data current as of —
Reporting Period
—
FY Plan
2026
01

Executive Summary

One-glance view of business health. Year-over-year movement and progress to 2026 plan.

Annual Revenue Trend
2020–2025 · From CRM
Latest Year — Lead Source Mix
2025 sold revenue
02

Topline Performance

Monthly revenue by year. Pre-sell-the-season check: Q1 ramp, May–Aug peak, Q4 referral activation.

Monthly Revenue (4-Year Comparison)
From JobNimbus by Date Created
03

Performance to Goals

2026 plan vs actual. Scenarios from the Revenue Scenario Model.

2026 Targets — Pacing
Updated each refresh
04

CRM Live Pipeline

Active record count by status from the JobNimbus Master Lead file.

Pipeline Funnel
All-time records by status
Closed/Lost Distribution
Sales effectiveness
05

Year-over-Year Past Performance

Six years of revenue and job count history. Note 2021 anomaly (pandemic-driven), normalization 2022+.

Revenue & Job History
Source-of-truth: deduplicated JobNimbus extract
06

Service Area Heatmap

ZIP-level revenue concentration. Top 5 ZIPs = ~49% of 2025 revenue. Densification, not sprawl.

Top 10 ZIPs — 2025 Sold Revenue
Priority targets for ZIP landing pages
Concentration Stats
Density signals
All Priority ZIPs (Top 12)
Click to surface job detail in your data file
07

Operations & Margin

Ticket size, revenue per crew, capacity. The strategy is to grow scope, not jobs.

Service Mix — 2025 Revenue
Roofing + Siding + Windows = backbone
Average Ticket Trend
Ticket-led growth thesis
08

Booking & Response Times

Speed-to-lead, missed-call recovery, appointment show rate. Source: GHL + CallRail (when wired).

Booking SLAs
Targets per 2026 Implementation Guide
09

Warranty & Product Performance

Product mix by service, warranty status volume. Source: JobNimbus tags + warranty workflow.

Service Tag Detail
2025 by tag — top 10
Warranty / Repair Pipeline
From CRM status
10

Referral Program — Built Honest

Track referral share, redemption velocity, and progress to the 50% target.

Referral + Past-Customer Share by Year
Goal: ≥45–50% of revenue
Built Honest 12-Month Targets
From referral program doc
11

Marketing & Channel Mix

Paid media spend, leads, and CPL by channel. Goal: optimize to sold revenue, not cheap CPLs.

5-Year Marketing Spend
Paid media — running below benchmark
Channel Performance — Most Recent Year
CPL by channel
12

Web Traffic & SEO

Sessions by channel, organic search performance, top landing pages, and UTM-tagged campaign attribution.

Sessions / Channels / Conversions
Google Analytics 4 EASY ⚙
Queries / Impressions / CTR / Position
Google Search Console EASY ⚙
UTM Campaign Attribution
GA4 (utm_source / medium / campaign) EASY ⚙
Status
SAMPLE Replace with live data — see Refresh section
Monthly Sessions by Channel
Stacked — last 12 months
Top Organic Search Queries
GSC · last 28 days
Top Landing Pages
By sessions · with conversions
UTM Campaigns — Recent Performance
Sessions and conversions by campaign
14

Social Media Performance

Audience growth, engagement, and reach across platforms. Local trust signal — and a referral amplifier when fed user-generated content.

Facebook / Instagram
Meta Insights API MEDIUM ⚙
YouTube
YouTube Data API MEDIUM ⚙
LinkedIn
LinkedIn Page Analytics export HARD ⚙
Status
SAMPLE Use Meta Business Suite export → Sheet to start
Follower Growth by Platform
12-month trend
Engagement by Platform
Last 30 days
Top Posts — Last 30 Days
Ranked by engagement
15

Google Business Profile · Local Visibility

Profile views, calls, direction requests, and reviews from Google Search and Maps. Highest-intent local channel for service businesses.

Profile Views / Calls / Directions
Google Business Profile Performance API MEDIUM ⚙
Reviews
GBP Reviews API MEDIUM ⚙
Photos & Posts
GBP Posts API MEDIUM ⚙
Status
SAMPLE Manual CSV export works monthly until API wired
Monthly Profile Actions
Calls · Directions · Website clicks
Search vs Maps Discovery
Where people find you
Reviews — Trend & Rating
Volume + rating over 12 months
Recent Reviews
Last 5 — flag negatives within 24 hrs
16

AEO & Competitive Set

Answer Engine Optimization — visibility in ChatGPT, Perplexity, Google AI Overviews, and Claude responses for buying-intent queries. Tracked against the Indianapolis competitive set.

AEO Citation Tracking
Prompt-test runner (custom) or Profound / AthenaHQ HARD ⚙
Competitor Organic / Backlinks
Ahrefs or SEMrush export MEDIUM ⚙
SERP Share of Voice
SEMrush Position Tracking MEDIUM ⚙
Status
SAMPLE Run prompt set monthly → log citations in Sheet
AI Visibility — Brand vs Competitive Set
% of buying-intent prompts where brand is cited
Tracked Prompts — Citation Status
Quarterly prompt-set audit
Competitive Set — Indianapolis Exterior Remodeling
Organic traffic · backlinks · review count · AI visibility
⚙

How to Refresh This Dashboard

This dashboard reads from a single DATA object inside this file. Update the data, save the file, refresh your browser. That's it.

The Monthly Refresh Ritual (10 minutes)

Run this on the first business day of every month. The dashboard becomes "live" the moment this becomes routine. When you're ready, this same process can be automated end-to-end with Job Nimbus → Google Sheet → JSON → dashboard.

STEP 1
Pull JobNimbus Export
Same export you already produce: Lead Performance / Sales Tables. Save to /exports/.
STEP 2
Run the Converter
Run jdh_export_to_data.py — outputs a fresh DATA JSON block.
STEP 3
Paste into Dashboard
Replace the DATA = {…} block at the bottom of this file. Save.
STEP 4
Verify & Share
Open the file. Check that "Data current as of" updates. Send link / file to team.
Built Honest · Operational Dashboard · Template v2.0 · Single-file architecture · JSON-driven · Reusable across clients.