Scorecard
Roofing Growth Scorecard
A blank scorecard with metric, definition, measurement window, baseline, current value, owner and notes. Each metric names its denominator and what happens when it is zero. Download the CSV and fill it with your own numbers.
The download is a real CSV file with valid column headers.
First useful response time
- Definition
- Time from inquiry arrival to the first meaningful human or AI exchange, not an automated receipt.
- Measurement window
- Monthly
- Denominator
- Inquiries that received a useful response
- When the denominator is zero
- If no inquiries received a useful response, the metric is not calculable. Show 'Set your baseline'.
Contact rate
- Definition
- Share of inquiries where the team reached the homeowner.
- Measurement window
- Monthly
- Denominator
- All eligible inbound inquiries
- When the denominator is zero
- If no eligible inquiries arrived, the rate is not calculable. Show a dash.
Booking rate
- Definition
- Share of qualified inquiries that resulted in a booked inspection.
- Measurement window
- Monthly
- Denominator
- Qualified inquiries
- When the denominator is zero
- If no inquiries qualified, the rate is not calculable. Show a dash.
Attendance rate
- Definition
- Share of booked inspections where the homeowner was present.
- Measurement window
- Monthly
- Denominator
- Booked inspections
- When the denominator is zero
- If no inspections were booked, the rate is not calculable. Show a dash.
Estimate follow-up coverage
- Definition
- Share of sent estimates that entered a defined follow-up sequence.
- Measurement window
- Monthly
- Denominator
- Estimates sent
- When the denominator is zero
- If no estimates were sent, the rate is not calculable. Show a dash.
Close rate
- Definition
- Share of estimates that resulted in a signed contract.
- Measurement window
- Monthly
- Denominator
- Estimates sent
- When the denominator is zero
- If no estimates were sent, the rate is not calculable. Show a dash.
Review-request coverage
- Definition
- Share of completed jobs that received a review request.
- Measurement window
- Monthly
- Denominator
- Completed jobs
- When the denominator is zero
- If no jobs completed, the rate is not calculable. Show a dash.
Referral attribution
- Definition
- Share of new inquiries attributed to a customer referral.
- Measurement window
- Monthly
- Denominator
- New inquiries
- When the denominator is zero
- If no new inquiries arrived, the rate is not calculable. Show a dash.
Related resources
Turn a resource into a working workflow
A strategy session walks through your current process and identifies the first handoff to connect.
30 minutes. For roofing owners and operating leaders.