Dashboard
MR

Welcome back, Marcus

Here's what's happening across your roofing network today.

Active Customers
0
12% vs last month
Referral Leads
0
8% vs last month
Converted Jobs
0
15% vs last month
Pending Rewards
$0
3% vs last month
Credits Redeemed
$0
22% vs last month
Pending Projects
0
4% vs last month
Revenue Influenced
$0
18% vs last month
Conversion Rate
0%
6% vs last month

Monthly Referrals

Referrals vs. converted jobs

2025

Rewards Paid

Payouts vs. redemptions

Roof Jobs Completed

Completed vs. in progress

Referral Funnel

Lead → Reward Issued

Lead4,820 (100%)
Qualified3,210 (67%)
Inspection2,140 (44%)
Estimate1,380 (29%)
Won892 (19%)
Completed764 (16%)
Reward Issued738 (15%)

Referral Sources

Where new leads come from

Neighbor38%
Family24%
Friend18%
Coworker12%
Community8%

Project Categories

Credits spent this quarter

Top Salespeople

Revenue influenced this month

MR
Marcus Reyes$482,000
#1
PK
Priya Kapoor$421,000
#2
JB
Jordan Blake$388,000
#3
EV
Elena Vasquez$356,000
#4
TN
Tomás Nguyen$312,000
#5

Recent Activity

Live event stream

Sarah W. referred John Peterson

Neighbor referral · 2m ago

Marcus R. completed roof for Diaz Residence

$18,400 contract · 12m ago

Manager Ellis approved reward for Karen Liu

$1,240 credit · 34m ago

Karen Liu submitted project Solar Panels — Phase 1

Awaiting approval · 1h ago

Priya K. won estimate for Harmon Family

Storm damage repair · 2h ago

Diaz Family redeemed credits on New Fence Install

$3,800 applied · 3h ago

Elena V. referred Whitfield Estate

Community lead · 5h ago

System auto-issued tier bonus to Peterson Household

Gold tier unlocked · 8h ago

Smart Insights

AI-generated observations

Referral growth up 18%

Neighbor-source referrals surged this month across Southwest region.

Top salesperson: Marcus R.

Closed 62 referrals with a 51% conversion rate — leading the board.

Rewards budget at 78%

Sunrise Roofing is approaching its monthly reward payout threshold.

12 customers likely to refer again

Predictive score suggests high-intent Gold-tier households.

9 projects awaiting approval

Median wait time is 2.4 days — consider batching approvals today.