What is a chimney sales dashboard?

A chimney sales dashboard is a real-time view of sales team performance for a chimney contracting company. It typically shows sold revenue by rep, average ticket, close rate, options-presented rate, membership conversions, and open estimate age, so sales managers can coach reps mid-month and ownership can see pipeline health before the books close.

What KPIs belong on a chimney sales dashboard?

The core metrics are sold revenue (MTD and pace to goal), average ticket by rep, close rate, options-presented rate, memberships sold, open estimates over three days old, and the reline or add-on upsell rate. Options-presented rate is the most important leading indicator: it predicts average ticket movement two to three weeks before that number shows the decline.

How is a chimney sales dashboard different from a standard CRM report?

A CRM report is a historical export you pull at the end of a period, usually filtered and formatted manually. A chimney sales dashboard consolidates the same data, updates it in near-real-time, and surfaces it to the manager's phone and each rep's mobile view without requiring an export. The difference is that a mid-month dip in options-presented rate becomes a coaching conversation this week, not a line item on next month's review.

Should individual reps see each other's numbers on the chimney sales dashboard?

Most chimney sales teams benefit from a visible leaderboard showing sold revenue by rep, since peer visibility is one of the most consistent drivers of daily effort. You can configure how much detail each role sees: reps might see the leaderboard and their own ticket and close rate, while managers see every rep's full metrics including options-presented rate and aging estimates.

Can a chimney sales dashboard track memberships separately from job revenue?

Yes. When a CRM like ServiceTitan, Workiz, or Housecall Pro is connected, membership conversions can be tracked as a separate metric alongside one-time repair revenue. This lets a manager see which reps are consistently pitching the annual inspection plan versus which ones skip the ask, without having to cross-reference two separate exports.

What is options-presented rate and why does it matter for chimney sales?

Options-presented rate is the share of chimney sales appointments where the rep offered the customer more than one service tier or package, for example presenting a basic sweep, a sweep-plus-cap repair, and a full inspection-and-reline assessment as three distinct choices. It matters because it is the leading indicator for average ticket: reps with a low options rate will almost always show a lower average ticket two to three weeks later, which is late enough that coaching can no longer recover the month.

How does a chimney sales dashboard handle open and aging estimates?

When the CRM is connected, open estimates are visible by rep and age so the manager can see which quotes have sat without a follow-up call past the three- or five-day mark. Most chimney customers make a decision within a week or choose a competitor. A dashboard that surfaces aging estimates automatically replaces the manual reminder process and shows whether reps are following up or letting warm leads go cold.

Is a chimney sales dashboard the same as a chimney executive dashboard?

No. A chimney sales dashboard focuses on the sales team: rep-level metrics, leaderboards, close rate, average ticket, and estimate follow-up. A chimney executive dashboard rolls up across all departments, including operations, finance, marketing, and reviews, giving ownership a company-wide view without the rep-level detail a sales manager needs. See the chimney executive dashboard example for that view.

Chimney sales dashboard example for contractors

A chimney sales dashboard shows every rep's presented options, closed jobs, average ticket, and membership conversions in one view, so sales managers can coach in the field and ownership can see pipeline health before the week closes rather than after it.

By Datacube content engineAutogeneratedJune 24, 2026

Before and after a sales dashboard

What your chimney sales reps see without a dashboard, and what they could see with one

Without a dashboard, the chimney sales manager does the same ritual at the end of every week: exports the CRM, pastes it into a spreadsheet, filters by rep, and tries to figure out who is selling and who is quoting and walking. By Friday afternoon the numbers are already four days stale, the coaching window has closed, and any rep who was underperforming has spent the week repeating the same habits. A chimney sales dashboard flips that timeline. Each rep's sold revenue, options-presented rate, average ticket, and membership conversions sit on one screen, updating through the day, visible on the manager's phone and the rep's own mobile view. When a rep quotes three jobs in a row without presenting the full inspection-and-repair package, the manager sees the gap on Tuesday morning, not at the month-end review. The dashboard does not change the pitch; it makes the coaching conversation happen fast enough to matter.

A chimney sales dashboard built for the field

An illustrative mobile-first layout showing how a chimney sales manager and individual reps might track performance through the day. Figures are examples to show structure, not datacube benchmarks.

Dashboard preview

Tiles and figures are illustrative examples of a chimney sales dashboard layout, not datacube benchmarks. Real boards are built to each company's KPI definitions, rep structure, and connected data sources.

Chimney sales metrics and the coaching action each one drives

Metric	What it tells the manager	Coaching action when it dips	Where the data lives
Average ticket per rep	Whether reps are quoting the full scope or only the minimum repair	Ride-along or recording review: are all three service tiers being presented?	CRM job records
Options-presented rate	The share of jobs where a rep offered more than the base fix; the leading indicator for average ticket	Script calibration: review how reps open the upgrade conversation on a roof-to-liner job	CRM opportunity fields or call recording tags
Close rate by rep	How many estimates convert to sold jobs; high close rate on low ticket may mean reps are quoting easy scope only	Pair with average ticket: a 70%+ close rate with a falling ticket is a discounting or scope-reduction pattern	CRM job status
Memberships sold per rep	Who is converting annual inspection plans and who is skipping the ask; memberships protect recurring revenue	Role-play the membership pitch timing: it closes best after a repair, not before; coach timing not just frequency	CRM or membership platform
Open estimates over 3 days old	Aging quotes are a recoverable revenue pool; most chimney customers decide within a week or forget	Assign a same-day follow-up call to each rep with estimates older than 72 hours; track which calls close	CRM estimate pipeline
Reline upsell rate	What share of inspection visits result in a liner or reline sale; a chimney-specific indicator of scope capture	Review inspection-to-reline conversion by rep; low performers may be skipping the liner assessment step	CRM job type tags
Sold revenue pace vs. monthly goal	Whether the team will hit the sales target at the current run rate; useful for deciding whether to push estimate follow-up mid-month	If 80% through the month and below 75% of goal, activate the open-estimate callback list immediately	CRM plus goal configuration in datacube

Warning

Before you build this: two chimney sales dashboard pitfalls

The first pitfall is putting total company revenue on the sales board. Sales reps do not control invoice timing or service completions, so a YTD revenue tile produces confusion, not action. Show sold revenue and pace to goal instead. The second is tracking too many metrics at once: if every rep sees ten tiles, they optimize for the two they can most easily move and ignore the rest. Start with four metrics: average ticket, options-presented rate, close rate, and memberships sold. Add a fifth only when a named coaching habit is ready to support it.

Reading the chimney sales scorecard: signal and response

Targets vary by company size, seasonality, market, and business model. Treat these as illustrative ranges, not universal benchmarks. Configure your own targets in datacube at the rep and team level.

Average ticket (MTD)Trending below baseline: review whether reps are presenting the liner assessment and repair-plus-cap package
Watch
Current
$1,240
Target
At or above company baseline
Options-presented rateBelow target: the leading indicator that average ticket will continue falling; prioritize script coaching this week
Poor
Current
58%
Target
Set by sales manager
Close rate (MTD)Healthy; cross-check against average ticket to confirm reps are closing full scope, not just the easiest quote
Good
Current
62%
Target
Company-specific
Memberships soldOn pace; note which reps are skipping the ask so coaching is targeted
Good
Current
27 MTD
Target
Manager-set monthly target
Open estimates over 3 daysGrowing week over week; activate the follow-up call list today before these leads go cold
Poor
Current
14
Target
As low as possible

Metric	Current	Target	Status
Average ticket (MTD)Trending below baseline: review whether reps are presenting the liner assessment and repair-plus-cap package	$1,240	At or above company baseline	Watch
Options-presented rateBelow target: the leading indicator that average ticket will continue falling; prioritize script coaching this week	58%	Set by sales manager	Poor
Close rate (MTD)Healthy; cross-check against average ticket to confirm reps are closing full scope, not just the easiest quote	62%	Company-specific	Good
Memberships soldOn pace; note which reps are skipping the ask so coaching is targeted	27 MTD	Manager-set monthly target	Good
Open estimates over 3 daysGrowing week over week; activate the follow-up call list today before these leads go cold	14	As low as possible	Poor

Info

Coaching moment: options-presented rate is the leading indicator

Most chimney sales managers watch close rate and sold revenue because they are the obvious outcomes. But by the time those numbers dip, the coaching window is often weeks past. Options-presented rate, the share of jobs where the rep offered the full menu of repairs, liner assessments, and membership plans, moves first. A rep whose options rate drops from 75% to 58% in the first two weeks of the month will almost always show a lower average ticket by month-end. A dashboard that shows this trend in week two gives the manager an intervention that still matters.

Decisions a chimney sales dashboard makes faster

Coach a rep on their options-presented rate in week two, before a low average ticket becomes a month-end problem.
Identify aging estimates by rep and assign follow-up calls before a chimney customer picks a competitor who called first.
Pair close rate with average ticket on the same screen to catch reps who close well but underquote scope.
See membership conversion by rep so the pitch-timing coaching is targeted, not broadcast to the whole team.
Read revenue pace at mid-month while there is still time to run a callback campaign and move the number.

Who uses the chimney sales dashboard and how

Sales rep in the field

A chimney sales rep carries a mobile view showing their own numbers: sold revenue, average ticket, open estimates, and where they sit on the leaderboard. Seeing personal pace against goal changes the end-of-appointment conversation, and the estimate follow-up list surfaces automatically rather than waiting for a manager to send a reminder.

Sales manager on the road

The sales manager's view adds the team leaderboard and each rep's options-presented rate alongside individual close rates. When the manager is on a ride-along with one rep, they can see in real time whether the other reps' numbers are moving in the right direction without having to pull someone off the phones to check.

Owner or GM at the office

Ownership sees a rolled-up view: total sold revenue vs. the monthly goal, average ticket vs. last month, membership plan attach rate, and a flag on any open estimates over five days old. The goal is one glance, not a deep audit, so the tile count stays small and each number connects to a question the owner would otherwise have to ask manually.

Chimney sales dashboard FAQs

See what your chimney sales team's numbers could show

Walk through a chimney sales dashboard built on your own CRM data, rep structure, and monthly goals, on mobile, on the office TV, and in an owner roll-up.

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