Know Your Profit Per Job: How Tableau Turns QuickBooks Data Into Owner Answers
QuickBooks keeps great books but weak reports. Here is how CDA uses Tableau to turn that data into profit per job, per crew, and per service line.
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Plain-spoken writing on analytics for operators, not engineers. How to tell a real system from a screenshot, where profit leaks out of a home services business, and what the numbers are actually telling you to do next.
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Which Home Services KPIs Actually Tell You the Shop Is Winning
The KPIs a home services owner should track, ranked by what moves booked revenue: profit on top, speed to lead and job margin, vanity metrics cut.
Data Strategy for a Home Services Business: The Owner’s Blueprint
A data strategy an owner can actually run: the five layers to buy in order, who does the work at your size, and what to build first. No binder required.
Customer Propensity Modeling: What It Is, Who Needs It
Understanding the behaviors (propensities) of customers is an efficient way to increase the amount of profitable relationships your company maintains.
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