Ask for the numbers you need in plain language. Clark builds the scorecard from your business data, changes it as you ask, and lets you open the records behind a result. Connect your goals to the calls, leads and advertising required to reach them.
Ask the business question
Choose the measures
Compare with goals
Open the evidence
Keep company, technician, accounting and service scorecards together in one place. Demo figures shown.
Click to enlargeBuild an owner dashboard, department scorecard or technician leaderboard by describing it to Clark. Ask to add a measure, change a chart, move a section or compare your strongest and weakest results. The scorecard updates inside Company Console.
Change the period, compare goals and trends, and open the source rows behind a number. Ask Clark why it moved. Keep the explanation beside the result instead of exporting another report to investigate it.
Goal Planner uses your history to connect revenue targets with booked calls, total leads, paid leads and advertising spend. Explore what changes when booking rate, average ticket, cancellations or channel costs change—before committing to the plan.
Company, department and technician goals flow into the scorecards that use them. Monthly goals feed the week and day, keeping the owner’s target and the team’s operating numbers connected.
Describe what you want to Clark. He builds it, then you refine it through conversation.
Yes. Open the supporting detail and continue the investigation with Clark.
Goal Planner works backward through your booking and sales history to the calls, leads and advertising required.
Start with the work your team wants off its plate.