Insight dashboard — illustrative mock

Northland Mechanical

Heating and cooling · 3 locations · 14 extensions

Inbound calls
Answered
Missed
Missed after hours
What the data is telling you

Four things worth knowing this period.

Ranked by what they are costing. Each one is tagged against the two tests: something you did not know, or proof of something you suspected.

Missed calls by day and hour

When the phone goes unanswered.

Darker means more missed calls. Hover any cell for the detail.

Fewer More

Missed calls over time

Why people are calling

Reason classified from every call transcript
Booking intent that never reached you

What the missed calls were worth.

Calls where the transcript shows the caller asked to book, requested a quote, or described an emergency — and nobody answered.

Missed calls with booking intent
Average invoice value
Your booking rate when answered

An estimate, not a measurement. It multiplies the three lines above. Change the invoice value or booking rate and the estimate moves with it.

How callers sounded

Sentiment across all answered calls

Transcript summaries

The three calls to read first.

Surfaced automatically: highest value at risk, not most recent.

Read this before sharing

Every number on this page is invented.

Northland Mechanical is a fictional account, and the figures are illustrative. This page exists to show the shape of the insight layer described in G-01 of the gap analysis — what an owner or operator would see, in what order, and how little reading it takes. It becomes real once data access is granted.