Marketing

Home Tracking Inbound Call Abandonment Rate by Month Learn how to track your Inbound Call Abandonment Rate % month by month so you can see how much inbound demand you are missing. In this lesson, you’ll build a clean monthly view of total calls vs. abandoned calls, compare performance to a target, and spot the […]

Home No-Show Rate % by Marketing Channel in Excel (Booked Appointments) Learn how to measure your No-Show Rate % month by month and break it down by marketing channel so you can instantly spot where booked appointments are falling through. You’ll also see how to flag high no-show sources at a glance and estimate how

Home Lead-to-Booked Appointment % Heatmap (By Month and Channel) Learn how to measure your Lead-to-Booked Appointment % and spot exactly which lead sources and months are driving (or dragging) performance. In this lesson, you’ll build a clear heatmap view, add an adjustable target, and create a simple way to highlight where your team needs to

Home Build a Response-Time Heat Map in Excel: Speed-to-Lead Learn how to track how fast your team responds to new leads and spot where speed is slipping. In this lesson, you’ll build a heat map that breaks response time down by lead source, month, and year, so you can quickly identify bottlenecks, compare channels, and

Home Contact Rate % in Excel: Track Lead Quality by Month & Channel Learn how to measure your team’s Contact Rate % so you can see whether your leads are turning into real conversations—or just names in a spreadsheet. In this lesson, you’ll build a clear view of contact performance by month and marketing channel,

Home Calculate Booked Revenue by Channel in Excel See exactly how dependent your revenue is on each marketing channel. In this lesson, you’ll learn how to break booked revenue down by channel and by month, spot concentration risk (when one source drives too much of your revenue), and build a clean visual you can use

Home How to Track Install vs Service Lead Percentage by Month in Excel Learn how to measure your install vs service lead mix by month so you can tell whether your marketing is driving high-ticket growth or simply generating more service workload. By the end of this lesson, you’ll have a clear monthly view of

Home Calculate New vs Existing Customer Lead Mix Learn how to measure whether your sales and marketing engine is actually generating new demand or simply pulling from your existing customer base. In this lesson, you’ll build a clear monthly view of your new vs existing lead mix, add total lead volume for context, and spot

Home Leads by Channel: Track Demand Mix Month by Month in Excel Learn how to track where your leads are coming from so your pipeline stays predictable. In this lesson, you’ll build a month-by-month view of lead mix by channel, spot over-reliance on any single source, and create a clear chart you can use to

Home Monthly Lead Growth % in Excel for HVAC Sales Learn how to measure whether your lead volume is growing month over month or just fluctuating with seasonality. In this lesson, you’ll build a clear view of demand trends, spot momentum (or stalls) in your pipeline, and create a simple way to share lead growth