Sample Monday Report
Northline Mechanical: 3 up, 2 down, 2 flags. Placeholder numbers, real format.
Calls
47
4 missed calls need callback before noon.
Leads
11
Estimate requests recovered from last week.
GBP activity
1,284
Direction requests fell for the second week.
Reviews
4 new
2 reviews still need owner response.
Job source
Referral
Paid leads cooled while referrals rose.
Pipeline
$86k
3 quotes are stale beyond 14 days.
Vendor risk
1 flag
License expires inside the work window.
This week, do these three
- Call back Thursday's 4 missed leads before noon.
- Request reviews from the 5 jobs closed last week.
- Start Lakeview Electrical's renewal conversation this week.
Evidence labels
GBP export · Call log · CRM CSV · Review platform · LicenseWatchMI point-in-time vendor flag · Retrieved Jun 9, 2026