Revenue Engine

Revenue Engine

Demand, conversion, media leads, and CCS revenue for the selected period.

Horizon
No reporting period selected
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.

Sales MTD

Off track

$33.9M

$43.5M → $33.9M

Sales MTD

Source data
As of date
2026-05-20
Origin
Source data
Audit details
Source tab
KPI 1 pager
Cell
T8
Row label
Sales

Demand Calls

Lagging

4,898

MTD inbound

Close Rate

78.8%

Budget 83.5%

HVAC Install Jobs

1,426

MTD units

Plumbing Revenue

$5030.0M

MTD actual

Sales trend · MTD

Company MTD · 11 periods

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

Demand trend · MTD

Company MTD · 11 periods

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

Close rate trend · MTD

Company MTD · 11 periods

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

HVAC demand and conversion metrics (MTD). Scheduling detail on Scheduling Capacity. Install revenue bridge on Margin & P&L.

Media lead funnel · MTD

Not loaded for this reporting period.

Revenue & marketing depth (CRO) is not loaded for this reporting period. Contact your analytics team to enable the extended data package.

CCS revenue · MTD

Not loaded for this reporting period.

Revenue & marketing depth (CRO) is not loaded for this reporting period. Contact your analytics team to enable the extended data package.

Definitions

Media leads
PPL and Non-PPL funnel metrics from the media leads workbook tab.
CCS revenue
Client Care Specialist rehash revenue by service line.
Close rate
Share of leads or runs that convert to sold jobs for the horizon.
Sales mix
Revenue and unit share by equipment category (AC, Heat Pump, Furnace) and tier (Good/Better/Best).