Wisconsin Exteriors · Ops dashboard

Week 1 review · Friday, September 11, 2026 · Michael Oskola & Art

Links

Your dashboard (live) wisconsin-exteriors-dashboard.zeabur.appWeek-1 host. At go-live it moves to your own account and your domain. Decisions page wisconsin-exteriors-spec.zeabur.appEvery screen, every definition we agreed on the kickoff call, marked "Settled on this call". ProLine · Boards · Projects new.proline.appWhere the numbers come from. Add the columns and you get the same totals.

What is live today

Data Every ProLine project since April 1, 2026 is in your own Supabase database: 3,374 projects (export of September 11).
Live ProLine sends every change straight to the database: 373 events since September 8 (new leads, stage changes, appointments, quotes, invoices, payments). No Zapier needed.
Screen Overview: Sold $, Leads, Jobs sold, Active jobs, Backlog, Completed, Gross profit, Sold $ by month, Lead sources, Recent activity. Desktop and phone.

Your numbers

Period	Leads	Jobs sold	Sold $	Avg sale	Completed	Gross profit (paid)
September 1–11	134	13	$265,468	$20,421	5	$8,567
August	384	58	$1,302,214	$22,452	35	$191,202
July	259	34	$826,051	$24,296	26	$147,278
June	254	23	$348,852	$15,167	12	$43,614
May	188	24	$271,787	$11,324	22	$35,481
April	269	15	$200,866	$13,391	3	$12,566

Right now: 64 active jobs ($1.54M sold, not yet invoiced) · 57 in backlog (WON + production, $1.40M) · 103 completed since April. Good Local Leads are not counted as leads (your call on September 7); a switch on the Leads card turns them on: August 384 → 855.

The numbers match ProLine

Dashboard	ProLine · Boards · Projects (checked today, 9:00 am ET)	Result
Backlog 57	WON 4 + whole PRODUCTION board 53	57 ✓
Active jobs 64	Backlog 57 + Signed / Waiting on Deposit 7	64 ✓
Completed 103	BILLING board 94 + PAST CUSTOMERS 9	103 ✓
Open pipeline 228	New Leads 65 + Appt Scheduled 86 + Quote Needed 18 + Quote Sent 53 + open Insurance 6	228 ✓
Good Local Leads 707	GOOD LOCAL LEADS column	707 ✓

One thing the dashboard caught this week: on September 9 and 10 your office moved 50 old jobs to CLOSED. Gross profit stays in the month the job was invoiced, so July and August did not move.

Not there yet, and why

Close rate, show rate, days to close start on September 8. ProLine's export has no appointment history; the live feed has it from now on. If you share the Google calendars linked to ProLine, we can go back further.
Gross profit shows after the invoice is paid, by invoice month. Exact payment dates arrive from the live feed from now on.
Lead source edits in ProLine reach the dashboard with the nightly check, not the same minute. Stage changes are live.
Gross profit is ProLine's own number: after job costs and the 10% commission.

Your call today

Good Local Leads: count them as leads, or keep them out? Yes or no.
Your business partner's name and e-mail for the login.
Your September Sold $ goal, we set it on the screen right now.
Check each delivery within five business days? If we hear nothing, we keep building.
Is the "Production" event type the install day?
Jobber leads (1,000 old cards): keep out of the numbers?
Do you run Google Local Services Ads under a separate login?

What happens next

Week	You get
Week 2 · Sep 14–18	Nightly ProLine check that catches anything a webhook missed · payment dates from the live feed · logins for you and your partner · Meta / Google Ads invite guide (2 clicks on your side).
Week 3 · Sep 21–25	Pipeline · Jobs · Appointments · Lead Sources · Rep Leaderboard (office screen) · Production · Goals page (monthly goals per rep and for production).
Week 4 · Sep 28 – Oct 2	Finance with ad spend · move to your own hosting and domain · documentation · handoff walkthrough where the numbers match ProLine for a date range you pick.