RoofAide SaaS Dashboard

Real-time SaaS metrics and performance analytics

+156

2,847

Total Accounts

active clients

+12.3%

$847K

Monthly Recurring Revenue

vs last month

+8.7%

$234K

Lead Value

pipeline value

+23.1%

$89K

New Revenue

this month

+0.1

4.9/5.0

Customer Satisfaction

average rating

-0.8 days

3.2 days

Implementation Speed

avg onboarding

Lead Source Tracking

Lead distribution and conversion rates

Website

245 leads

35%

12.3%

Referrals

196 leads

28%

18.7%

Social Media

140 leads

20%

8.9%

Email Marketing

84 leads

12%

15.2%

Paid Ads

35 leads

5%

22.1%

Sales Team Leaderboard

Top performers this month

#1🥇
SJ

Sarah Johnson

23 deals closed

$127K

18.7%
+5.2%
#2🥈
MC

Mike Chen

19 deals closed

$98K

15.3%
+2.1%
#3🥉
ED

Emily Davis

17 deals closed

$89K

16.8%
+8.9%
#4
AR

Alex Rodriguez

15 deals closed

$76K

14.2%
-1.3%
#5
JK

Jessica Kim

12 deals closed

$68K

13.9%
+3.7%

Upsell Revenue by Feature

Feature adoption and revenue impact

AI Agents

$145,000

89 deals

Inventory Mgmt

$98,000

67 deals

Additional Users

$76,000

234 deals

Roof Reports

$54,000

156 deals

Client Value by Plan

Revenue distribution across plan types

Enterprise

89 clients

45%

$456K

Total Revenue

$5,124

Avg Value

Scale

156 clients

35%

$298K

Total Revenue

$1,910

Avg Value

Start-up

234 clients

20%

$93K

Total Revenue

$397

Avg Value

Sales Heat Map

Geographic sales performance

San Francisco

California

Deals45
Revenue$234K

New York City

New York

Deals38
Revenue$198K

Austin

Texas

Deals32
Revenue$167K

Miami

Florida

Deals28
Revenue$145K

Seattle

Washington

Deals25
Revenue$132K

Chicago

Illinois

Deals22
Revenue$118K

Denver

Colorado

Deals19
Revenue$98K

Atlanta

Georgia

Deals16
Revenue$87K
Low
Medium
High
Very High

Tasks Board

Team tasks and priorities

4 Active

Follow up with Enterprise lead

Schedule demo for ABC Corp

High
Sales
SJ

Sarah Johnson

Due: Today

In Progress

Onboard new Scale client

Setup RoofTech Solutions account

Medium
Implementation
MC

Mike Chen

Due: Tomorrow

Pending

Upsell AI Agents feature

Present to existing Enterprise clients

High
Upsell
ED

Emily Davis

Due: Yesterday

Completed

Customer satisfaction survey

Send quarterly NPS survey

Low
Support
AR

Alex Rodriguez

Due: Next Week

Pending

Product demo preparation

Prepare demo for West Coast prospects

Medium
Sales
JK

Jessica Kim

Due: Friday

In Progress