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.

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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.

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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.

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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.

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