📅 Year-to-Date Pacing — Jan 1 through Apr 9, 2026
🔧 HVAC Service
Jan 1 – Apr 9 Actual
$394,665
of $2,700,531 annual
14.5% of annual budget
Projected Dec 31
$1,420,794
avg $5,638/day
🪠 Plumbing
Jan 1 – Apr 9 Actual
$425,598
of $1,597,031 annual
26.7% of annual budget
Projected Dec 31
$1,532,153
avg $6,080/day
⚙️ Installation
Jan 1 – Apr 9 Actual
$1,837,409
of $8,462,379 annual
21.7% of annual budget
Projected Dec 31
$6,614,672
avg $26,249/day
💼 Sales
Jan 1 – Apr 9 Actual
$1,992,646
of $9,308,616 annual
21.4% of annual budget
Projected Dec 31
$7,173,526
avg $28,466/day
📊 Consolidated
Jan 1 – Apr 9 Actual
$2,657,672
of $12,759,941 annual
20.8% of annual budget
Projected Dec 31
$9,567,619
avg $37,967/day
📞 Call Board — April 10, 2026
🌡️ HVAC Service
Board
17
Commit
17
Need
0
Cancelled
2
yesterday
Cancel MTD
25
this month
Abandoned
Pending
data not yet posted
Avg Calls/Day
12.9
ran/day · target 18
📊 Board Fill %
Today
100%
MTD
72%
🔧 Plumbing
Board
6
Commit
6
Need
0
Cancelled
4
yesterday
Cancel MTD
13
this month
Abandoned
Pending
data not yet posted
Avg Calls/Day
5.6
ran/day · target 4
📊 Board Fill %
Today
100%
MTD
131%
💼 Sales
Board
3
Commit
4
Need
1
Cancelled
0
yesterday
Cancel MTD
0
this month
Abandoned
Pending
data not yet posted
Avg Calls/Day
3.4
ran/day · target 6
📊 Board Fill %
Today
75%
MTD
56%
🤖 Lace AI Call Intelligence
Live Data
📅 Yesterday — April 9
Success Rate
83%
↑ Target 80%
Total Calls
138
handled
Qualified
23
19 booked
Cancellation
0%
0 of 19
📊 Month to Date — Apr 1–9
Success Rate
88%
↑ Target met
Total Calls
1,278
handled
Qualified
207
of 1,278
Booked
183
88% of qual.
Top Coaching Needs — Yesterday
Service Fee Concerns
67% · 2 CSRs
Heating-Cooling Choices
33% · 1 CSR
Immediate Service Unavailability
33% · 1 CSR
Service Affordability Concerns
33% · 1 CSR
CSR Performance
| Agent | Yest. Rate | Yest. B/Q | MTD B/Q | MTD Rate |
|---|---|---|---|---|
| Stephanie Huckabee | 80% | 8/10 | 77/88 | 88% |
| Erica Marsh | 75% | 6/8 | 14/17 | 82% |
| Lacie AI | 100% | 5/5 | 51/58 | 88% |
| Leah Thomas | off | — | 41/44 | 93% |
| Brittany Williams | — | 0/0 | 0/0 | N/A |
| Jessica Johnson | — | 0/0 | 0/0 | N/A |
MTD = Apr 1–9 · Source: Lace Performance tab · lace.ai/app/agent-performance
🌡️ HVAC Service — Department KPIs
📌 HVAC Pacing — How to Hit Budget
1Board is fully committed today (17 of 17). Protect every slot — every cancel re-opens the same gap that cost $3,000+ earlier in the week.
2Recover cancelled calls — 25 MTD cancellations is recoverable revenue. Push for same-day reschedules on every cancel.
3Drive TGL conversion — 23 TGLs generated MTD (13 Demand / 4 COD / 6 PMAG) with 7 still to turn. Consistently converting open TGLs to Sales is the single biggest lever for downstream Install revenue.
🔧 Plumbing — Department KPIs
📌 Plumbing Pacing — How to Hit Budget
1Revenue is pacing to $70,097 vs $133,086 goal — averaging $2,337/day against a $6,049/day target. Closing the daily gap is the priority.
2Recover 13 MTD cancellations — each cancelled plumbing call is lost ticket revenue and a missed TGL opportunity for HVAC.
3Plumbing techs generated 11 HVAC TGLs MTD (10 Demand / 0 COD / 1 PMAG) with 1 still to turn. Keep pushing techs to identify HVAC opportunities on every call.
💼 Sales — Performance Dashboard
📌 Sales Pacing — How to Hit Budget
1Revenue is pacing to $670,640 vs $775,718 goal — averaging $22,355/day against a $35,260/day target. Closing the $12,905/day gap is the priority.
2TGL leads are the top source at $85,390 (42%) with a 43% close rate — protect tech-generated TGL follow-through and keep Marketing ($78,602, 39%, 27% close) on track.
3TGL pipeline has 8 outstanding tech-generated leads still to turn (7 HVAC + 1 Plumbing) — each conversion at $14,232 avg adds ~$114K in potential revenue. Prioritize TGL follow-through with the sales team daily.
🔧 Install — Performance Dashboard
📌 Install Pacing — How to Hit Budget
1Revenue is pacing to $566,900 vs $705,198 budget — $18,897/day actual against a $32,054/day target ($13,157/day gap). Daily throughput needs to nearly double to hit budget.
2Backlog dropped from 58 sold days (Apr 1) to 42 today — losing roughly 2 sold days per day. Sales needs to refill the pipeline faster than Install consumes it.
39 sold days generated MTD vs 10 jobs completed — each completed job needs to drive a follow-on sold day or referral to slow the backlog drain.
📢 Marketing — Channel Performance
📋 Permits Breakdown
Total Permits
41
April MTD
Scheduled
36
Inspections booked
Closed
22
Completed this month
Open / Pending
19
Needs follow-up
🚨 Customer Escalations
Total Cases YTD
23
Jan – Apr 2026
Resolved
22
95.7% resolution rate
Open / Active
1
Needs resolution
April 2026
0
New cases this month