Demo
An example operations dashboard
This is the kind of dashboard I set up as part of my AI services: the whole business on one screen, the station that slows the line, and the next steps worked out from the numbers. Everything below is made up for an imaginary renovation company.
ExampleMade-up numbers for an imaginary company, not a client's data.
Value stream this week
Work moves left to right through four stations. The constraint is the station with the most weeks of work in its queue: it sets the output of the whole line.
System steps 2 to do · 1 waiting for your decision
Decide
Constraint: Operations, 17 jobs queued, 4.3 weeks of work
The whole line ships 4 jobs a week until this station speeds up
Do
Automate the “signed → crew booked” handoff
6.2 days on average, target 2
Do
Automate the “finished → invoice” handoff
3.1 days on average, target 1
Google Ads
3.2%Click-through rate= clicks ÷ impressions = 589 ÷ 18,400
8×Return on ad spend= 4 paid × $4,800 ÷ $2,400 spend
$480Cost per booking= $2,400 ÷ 5 booked
1Cancellations1 of 5 booked jobs
L0Impressions 18,400
589 clicks · CTR 3.2%
L1Engaged visit (Page view) 224
1.2% of the level above · 18,176 lost · biggest drop
L2Lead (Contact) 25
11.2% of the level above · 199 lost
L3Booked (Book appointment) 5
20% of the level above · 20 lost · 1 cancelled
L4Paid (Purchase) 4
80% of the level above · 1 lost
Widths follow the counts (share of the top level to the power 0.4), so a level that keeps 0.02% still shows as a sliver.
Steps 3 to do · 1 waiting for your decision
Generated from the rows behind these numbers.
Do
Increase max CPC for “kitchen renovation victoria” from $2.10 to $2.52
9 inquiries at $14 each, under the $25 target, and 41% of searches lost to ad rank
Do
Increase max CPC for “basement finishing cost” from $1.80 to $2.16
5 inquiries at $19 each, under the $25 target, and 33% of searches lost to ad rank
Decide
Pause “bathroom remodel near me”?
$61 per inquiry, over twice the $25 target, from 74 clicks
Do
Add “free renovation ideas” as a negative keyword
37 clicks and no inquiry: people searching it want ideas, not a quote
Sales
14Quotes out
$186,000Pipeline
34%Win rate
L0Inquiries 31
L1Site visits 19
61.3% of the level above · 12 lost
L2Quotes sent 14
73.7% of the level above · 5 lost
L3Signed 5
35.7% of the level above · 9 lost · biggest drop
Widths follow the counts (share of the top level to the power 0.4), so a level that keeps 0.02% still shows as a sliver.
Steps 1 to do · 2 waiting for your decision
Generated from the rows behind these numbers.
Decide
Quote #1042, kitchen: approve a 5% discount?
$38,400 quote, the client asked 4 days ago
Decide
Quote #1051, basement: approve a 8% discount?
$52,700 quote, the client asked 1 days ago
Do
Send a follow-up for Quote #1047, ensuite
$16,900 quote with no reply for 6 days
Operations
9Jobs on site
78%On schedule
$21,400Not invoiced
L0Signed 12
L1Scheduled 11
91.7% of the level above · 1 lost
L2Finished 8
72.7% of the level above · 3 lost
L3Invoiced 5
62.5% of the level above · 3 lost · biggest drop
L4Paid 4
80% of the level above · 1 lost
Widths follow the counts (share of the top level to the power 0.4), so a level that keeps 0.02% still shows as a sliver.
Steps 2 to do · 1 waiting for your decision
Generated from the rows behind these numbers.
Do
Send the invoice for Job #318, deck
Finished 5 days ago, $9,800 not billed yet
Do
Send the invoice for Job #325, bathroom
Finished 3 days ago, $11,600 not billed yet
Decide
Job #322, kitchen: materials 14% over the estimate
On a $41,200 job; a change order needs the client's signature
Customer care
47Messages
5.2 hFirst reply
4.8/5Google rating
L0Finished jobs 8
L1Survey sent 8
100% of the level above · 0 lost
L2Happy (5/5) 6
75% of the level above · 2 lost
L3Asked for review 2
33.3% of the level above · 4 lost · biggest drop
L4Review posted 1
50% of the level above · 1 lost
Widths follow the counts (share of the top level to the power 0.4), so a level that keeps 0.02% still shows as a sliver.
Steps 2 to do · 1 waiting for your decision
Generated from the rows behind these numbers.
Do
Reply to the Patel family
Waiting 31 h, past the 24 h reply promise
Decide
M. Chen asks for $650 back
Job rated 3/5; the photos show a paint touch-up was missed
Do
Ask the Novak family for a Google review
Rated the job 5/5 and has not been asked yet
In a real dashboard an action starts the automation and a decision is recorded; here nothing leaves your browser.