Formula

(Total Leads − No Access − Pending) ÷ (Total Leads − Pending)

Partner Discount rows are excluded entirely. Pending Closing rows are excluded from both numerator and denominator (Real Time BR). No Access = the rep could not get into the property — subtracted from booked count.

Example

WPB has 490 referrals in Jan. 36 are Partner Discount (excluded). Of remaining 454, 62 are No Access.
Booked = 454 − 62 = 392 · Rate = 392 ÷ 454 = 86.3%

Goal

Set per branch per month in the Goals sheet. Aggregate default: 86%. Green = at/above goal. Red = below goal.

Source

Booking Rate Data tab · Date field: Referral Date · Partner Discount rows excluded · Key columns: No Access (0/1)

Cancel Rate Formula

GC Cancelled (cancel tabs) ÷ GC Booked (booking sheet) × 100

GC Cancelled = rows where GC Cancelled = 1 in the branch cancel tab. GC Booked = rows where GC = 1 in the Booking Rate sheet (Partner Discount rows excluded).

Example

WPB Jan 2025: 153 GC jobs booked. 33 rows have GC Cancelled = 1 in the cancel tab.
Rate = 33 ÷ 153 = 21.6%

Goal

Set per branch per month in the Goals sheet. Green = at or below goal. Red = above goal.

Source

GC Cancelled count: WPB / ORL / HOU / TPA cancel tabs (GC Cancelled column) · GC Booked: Booking Rate Data tab (GC column)

Avg GP% Formula

Sum of GP% values ÷ Number of qualifying jobs

Qualifying = closed, non-cancelled, GP% between −200% and 110% (outlier filter)

Missed Revenue Formula

(Actual GP$ × Goal% ÷ Actual%) − Actual GP$

Only shows when actual GP% is below goal. Answers: "how much more GP$ would we have earned at goal rate?"

Example

HOU closes 20 jobs. Actual GP% = 46%. Actual GP$ = $180,000. Goal = 52%.
Projected at goal: $180,000 × (52 ÷ 46) = $203,478
Missed Revenue = $203,478 − $180,000 = $23,478

Charts

Job Volume %: % closed vs % cancelled per month · Cancelled vs Landed: raw counts over time · GP% Chart: job count bars + actual GP% line (green=at/above goal, red=below) + goal line (gray dashed) · Missed revenue shown below each GP% chart

Source

GC Jobs Report tab · Date field: Date Closed · GP% goal: 52% (from Goals sheet)

Formula

Actual GP$ × (Goal% ÷ Actual%) − Actual GP$

This scales your actual GP$ up proportionally to what it would have been at the goal rate. It assumes the same number of jobs and same contract amounts — only the margin changes.

Example

HOU closes 20 jobs. Actual GP% = 46%. Actual GP$ = $180,000. Goal = 52%.
Projected at goal: $180,000 × (52 ÷ 46) = $203,478
Missed Revenue = $203,478 − $180,000 = $23,478

When It Shows

Only displayed when actual GP% is below the goal. If at or above goal, the branch shows ✓. Shown in the KPI card, GP% charts, and branch summary table.

Limitation

This is a straight ratio projection — it does not account for the possibility that higher margins might mean fewer jobs won, or that contract amounts themselves could change.

Completion Time Formula

Avg Days = Sum of Completion Days ÷ Number of Jobs

Days = time from field inspection to completed report. Goal is ≤ 2 days.

Example

TPA completes 3 inspections in March: 1 day, 2 days, 4 days.
Avg = (1 + 2 + 4) ÷ 3 = 2.3 days → shown in red (above 2-day goal)

Date Filter

Filtered by the global date range. Month column uses full text format (e.g. "January 2026") — the dashboard parses this automatically.

Source

TJS Metrics Tracker tab · Col A: Month (e.g. "January 2026") · Col B: Location · Col C: Count · Col D: Completion Days

📋 Booking Rate Data Tab

Method: Append — keep all historical data, replace MTD only
1. In the spreadsheet, find the Booking Rate Data tab.
2. Delete all rows where Referral Date falls in the current month (MTD).
3. Paste in the fresh MTD export from HEX — this replaces the old MTD data with updated figures.
4. Do not delete prior months — historical data stays in place permanently.
⚠ No duplicate risk — each row is a unique referral. Replacing MTD rows ensures updated bookings/no-access flags are captured.

📊 Company Wide Metrics Tab (Cancellations)

Method: Full replace every Friday
1. Open the Company Wide Metrics tab in the spreadsheet.
2. Delete all existing data rows (keep the header row).
3. Paste in the fresh data from the HEX Company Wide Metrics dashboard.
4. This tab always reflects the current month only — no historical backlog is maintained here.
⚠ Always delete before pasting — this tab has no date key, so pasting without deleting will create duplicates.
Note: Historical cancellation data will be added to this tab once Charles provides a backlog export.

❌ Branch Cancellation Tabs (WPB / ORL / HOU / TPA)

Method: Append — keep historical data, replace MTD only
1. In each branch cancel tab, find all rows where Date Cancelled falls in the current month.
2. Delete those MTD rows only.
3. Paste in the fresh MTD export from the HEX Cancellation Dashboard for that branch.
4. Prior months stay intact — they will show in the monthly trend charts.
⚠ Important: If a job was cancelled last month but the record was updated (e.g. phase changed), you may need to refresh that prior month's rows too. Check with Charles if you suspect corrections.

📁 GC Jobs Report Tab

Method: Append — keep historical data, replace MTD only
1. In the GC Jobs Report tab, find all rows where Date Closed falls in the current month.
2. Delete those MTD rows only — do not touch prior months.
3. Paste in the fresh MTD export from HEX.
4. Prior month data stays permanently for historical GP% and volume tracking.
⚠ Watch out: If a job's GP% was corrected after close (e.g. invoice updated), its Date Closed may be in a prior month. In that case, refresh that prior month's rows too to keep GP% accurate.

🔍 TJS Metrics Tab

Method: Manual update as needed
1. Check the TJS Metrics Tracker 2026 ↗ for any updated counts or completion days.
2. If a number has changed, find that row (by Month + Location) in the TJS Metrics tab and update it directly.
3. No need to delete/replace — just update the specific cell that changed.
No duplicate risk — each row is a unique Month + Location combination.

Raw Data Spreadsheet