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Read more about the article What Marketing Data Can You Actually Get From HubSpot?
The marketing data HubSpot centralizes, from traffic sources to attribution, and where it stops short of booking the job.

What Marketing Data Can You Actually Get From HubSpot?

  • Post author:August Severn
  • Post published: August 11, 2025
  • Post category:Dashboards & KPIs

HubSpot centralizes your marketing data but it does not book jobs on its own. Here is what a home services owner can actually use, and where it stops.

Continue ReadingWhat Marketing Data Can You Actually Get From HubSpot?
Read more about the article See Which Marketing Channels Book Jobs, in One Tableau View
One view, every channel: booked jobs and cost per booked job side by side, so the losers are obvious.

See Which Marketing Channels Book Jobs, in One Tableau View

  • Post author:August Severn
  • Post published: August 5, 2025
  • Post category:Dashboards & KPIs

One Tableau view that shows cost per booked job by channel, so a home services owner can see which marketing actually books work and cut the rest.

Continue ReadingSee Which Marketing Channels Book Jobs, in One Tableau View

Why Most Dashboards Fail—and How to Build One That Doesn’t

  • Post author:August Severn
  • Post published: July 2, 2025
  • Post category:Dashboards & KPIs

Transform dashboard failure into success. Learn why 90% of BI dashboards fail and discover the proven framework to build dashboards that drive action.

Continue ReadingWhy Most Dashboards Fail—and How to Build One That Doesn’t
Read more about the article Know Your Profit Per Job: How Tableau Turns QuickBooks Data Into Owner Answers
From raw QuickBooks data to owner answers: clean, analyze, answer what matters, act.

Know Your Profit Per Job: How Tableau Turns QuickBooks Data Into Owner Answers

  • Post author:August Severn
  • Post published: February 19, 2024
  • Post category:Dashboards & KPIs

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.

Continue ReadingKnow Your Profit Per Job: How Tableau Turns QuickBooks Data Into Owner Answers
Read more about the article Which Home Services KPIs Actually Tell You the Shop Is Winning
The KPI hierarchy for a home services shop: track what moves booked revenue, not what flatters the report.

Which Home Services KPIs Actually Tell You the Shop Is Winning

  • Post author:August Severn
  • Post published: February 7, 2024
  • Post category:Dashboards & KPIs

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.

Continue ReadingWhich Home Services KPIs Actually Tell You the Shop Is Winning
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