Trimlight Phoenix — Customer Insights Dashboard

Total Revenue (Paid)

$1,155,193

203 paid invoices

Avg Job Value

$5,691

Per paid invoice

Quote Conversion

29.8%

265 approved of 890 sent

Past Due

$200,491

34 invoices outstanding

CX Survey Opportunity — Palm Tree Cross-Sell

2,080 in-area contacts ready to receive the customer survey. 178 are verified paying customers ($5,691 avg job value). These customers already trust Jack's work — highest probability palm tree cross-sell targets.

VIP ($5K+)

Standard ($1-5K)

100

Quoted, Not Paid

Leads

1,856

Excluded (Out of Area)

183

Top 15 Customers by Revenue

#	Customer	Total Paid
1	Heywood Management	$43,699
2	Lluvia Cordova	$36,458
3	Joe Meyer	$34,161
4	Daniel & Laurie Lutz	$28,440
5	Jill Yates	$27,600
6	John Solheim	$22,424
7	Kimberly Torry	$16,940
8	Michael Dahling	$14,582
9	Debbie Sinykin	$12,045
10	Monty Parry	$11,638
11	Jose Gonzalez	$10,844
12	Darshana Patel	$10,500
13	Alola Campbell	$10,205
14	Doug James	$10,052
15	Kate Davis	$9,972

Customer Tier Distribution

VIP ($5K+)

Standard ($1-5K)

100

Small (<$1K)

Quoted, No Pay

Invoice Status

Paid

203

Past Due

Draft

Lead Sources (from Quotes)

Zapier

Referral

Google

Corporate

Signs

Customer Distribution by City (In Service Area)

Phoenix

618

Peoria

181

Gilbert

132

Glendale

129

Mesa

105

Scottsdale

104

Surprise

Chandler

Queen Creek

Buckeye

Goodyear

Cave Creek

Untapped Revenue — 600 Quotes Awaiting Response

600 quotes are sitting in "Awaiting Response" status. At the current avg job value of $5,691 and 29.8% conversion rate, even reactivating 10% of these could mean:

Quotes Awaiting

600

If 10% Convert

$341,460

If 5% Convert

$170,730

Past Due to Collect

$200,491