0
Total Leads
All sources
0
Sold Jobs
0% close rate
0
Pending
$0 possible
$0
Revenue
$0 est. profit
$0
Spend
$0 per lead
—
Net Profit
est. profit minus spend
Monthly Marketing Spend Angi defaults to $735/month. Change it if your plan changes.
🟢 Angi
$
🟠 Google Ads / LSA
$
🔵 Thumbtack
$
🔵 Facebook
$
⚙️ Other / Print / Yelp
$
Manual Lead Adjustments No A/B/C. Just enter what happened.
Source
Leads
Sold
Pending
Lost
Revenue $
Pending $
Profit $
Leads: how many came in. Sold: how many became jobs. Pending: estimates waiting on customer. Lost: no answer, price too high, outside area, cancelled, etc. For Angi, use this every time a lead comes in until the CRM automatically catches it cleanly.
ROI by Source The only table you really need
| Source | Leads | Sold | Pending | Lost | Close % | Revenue | Est Profit | Spend | Net Profit | $/Lead | Decision |
|---|
What to do next
Monthly Notes