Regional Performance

Regional Scorecard

Sales vs budget and prior year by region and location.

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Reporting period May2026As of 2026-05-20Last refreshed 2026-05-22 13:06:42 UTCViewing MTD165 KPIs · 180 scheduling · 20 variance driversCore executive package loaded. Media leads, CCS revenue, and sales mix require the extended CRO data package.Data may be stale — last refresh 4d ago
Data quality notes (1)

Pending HVAC scheduling for: Gold Medal East. Regional rollups exclude these locations until data is available.

Off track

$33.9M

$41.4M → $33.9M

Off track

Meyers

-29.5% vs budget

Off track

Gussen

-18.2% vs budget

Company sales trend · MTD

Actual vs budget and prior year

Company MTD — actual, budget, and prior year across reporting periods.

Region breakdown · Sales MTD

Click column headers to sort — default worst vs budget first

RegionSales MTDvs Budget vs Prior YearClose rateDemand callsInstall units
Meyers
8 locations
$9.5M
$12.3M → $9.5M
-29.5%
-22.8%
$12.3M → $9.5M
80.4%
1,801
507
Delgaldo
5 locations
$7.8M
$9.3M → $7.8M
-25.5%
-15.9%
$9.3M → $7.8M
Horensky
7 locations
$8.3M
$10.4M → $8.3M
-24.7%
-20.4%
$10.4M → $8.3M
84.2%
1,142
324
Gussen
7 locations
$8.3M
$9.4M → $8.3M
-18.2%
-11.9%
$9.4M → $8.3M
79.6%
941
320
Alexander
0 locations
Misuraca
2 locations

Location sales ranking

Location sales not available

Location-level sales for MTD are not available for this reporting period. Use regional scorecard and scheduling exceptions to spot underperformers until location sales are loaded.

Status: Pending load for this reporting period

Scheduling exceptions

Below same-day target — sorted by gap

All tracked locations meet the HVAC same-day target.

Definitions

vs Budget
Percent variance of actual sales to budget for the selected horizon.
vs Prior Year
Year-over-year sales change using prior-year comparison facts.
Scheduling exception
Location same-day % below the HVAC service target for the period.