Delivers a concise weekly performance scorecard every Monday morning — revenue, job counts, close rates, and trend alerts — so owners start the week informed.
Quick Answer
Weekly KPI Scorecard delivers a concise weekly performance scorecard every Monday morning — revenue, job counts, close rates, and trend alerts — so owners start the week informed. Ironback deploys this in 1-2 weeks with a typical ROI of 3-6x within 90 days.
The Problem This Solves
Owners fly blind between monthly bookkeeper reports. They know whether last week 'felt busy' but can't quantify revenue per tech, close rate on quotes, average job value trends, or schedule utilization. By the time they see monthly financials, it's too late to correct course. Problems that could be caught in week two compound into month-long losses.
How It Works — Step by Step
Action: System aggregates the week's data: revenue booked, jobs completed, quotes sent vs. closed, average job value, schedule utilization, and outstanding AR
→ Complete weekly snapshot compiled automatically from CRM, accounting, and scheduling data
Action: Owner and managers receive a formatted email: 5-7 key metrics with week-over-week and month-to-date comparisons, color-coded (green/yellow/red) against targets
→ Owner reads a 2-minute report over coffee and knows exactly where the business stands
Action: Alert flag with context: 'Quote close rate dropped from 42% to 28% this week — 6 quotes over $10K pending follow-up'
→ Problems identified in days instead of months — with specific data to act on
Action: Monthly performance summary with 4-week trend analysis, YTD progress against annual targets, and recommended focus areas
→ Monthly strategic view layered on top of weekly tactical visibility
Questions About This Automation
Your CRM (jobs, quotes, customers), accounting software (revenue, AR, AP), scheduling system (utilization, drive time), and digital job forms (completion rates, callbacks). We integrate with whatever systems you already use.
Completely. The scorecard starts with 5-7 core metrics common to your industry, then we add or remove based on what you actually manage to. If backlog days matter more than close rate for your business, we prioritize that.
Catching a 15% drop in close rate two weeks earlier and recovering 3-5 lost jobs at $5K-$20K each saves $15K-$100K per occurrence. Owners who see weekly data make faster, better decisions — the compound effect over 12 months is significant.
Book a free 30-minute call. We'll confirm this automation fits your setup and walk through exactly what deployment looks like for your business.