42 Pre-Built KPIs · Real-Time · Trade-Tuned · Anomaly Detection
Stop running on vibes.
Most owner-ops fly blind. The data exists — in QuickBooks, the calendar, the CRM — but pulling it into a dashboard takes 20 hours of spreadsheet work nobody has time for. Intelligence Dashboards is BI built for trades owner-ops: 42 pre-built KPIs covering pipeline, revenue, operations, and acquisition. Real-time, trade-tuned, no setup beyond connecting your data sources. Goal-tracking lets you set quarterly targets and watch progress live; anomaly detection flags off-trend metrics with explanations. $99/mo replaces $70–500/seat-month BI tools that nobody has time to configure.
$99/mo · Growth tier · Setup: data source connections, KPI calibration, goal-tracking targets
42
Pre-built KPIs. Trade-tuned. Live.
42 metrics covering pipeline (leads in, qualified rate, close rate, time-to-close, average ticket), revenue (monthly revenue, repeat ratio, project-type mix, source attribution), operations (crew utilization, jobs-per-crew, weather-loss days), and acquisition (cost-per-lead by source, source-to-revenue, channel ROI). All real-time, all trade-tuned. Most operators look at this dashboard within their first hour live and find at least three numbers they couldn't see before — usually one of which changes a decision they were about to make.
Most owner-ops fly blind. The numbers exist — somewhere in QuickBooks, somewhere in the calendar, somewhere in the CRM, somewhere in invoice records — but pulling them into a dashboard takes 20 hours of spreadsheet work that nobody has time to do. So instead, the owner runs on vibes: "we feel busy" or "Q1 was good." Quarterly accountant reports show revenue but not pipeline, close rate, lead source ROI, or crew utilization. Tableau and PowerBI exist but are built for enterprise — $70–500/seat/month, weeks of setup, an analyst department required. Most trades owner-ops don't have a dashboard. They make decisions on intuition, then learn six months later that they should have hired a second crew or paused the Yelp ad spend or raised prices on commercial work.
Intelligence Dashboards is BI built for trades owner-ops. 42 pre-built KPIs covering pipeline (leads in, qualified rate, close rate, time-to-close), revenue (monthly revenue, average ticket, repeat-customer ratio, project-type mix), operations (crew utilization, jobs-per-crew-per-month, weather-loss days), and acquisition (cost-per-lead by source, source-attribution-to-revenue, ROI per channel). All real-time. All trade-tuned — painting metrics differ from pool service metrics; the dashboard knows which you're running. No setup beyond data-source connections during onboarding. Goal-tracking lets you set quarterly targets and watch progress against them live. Anomaly detection auto-flags off-trend metrics with explanations: "close rate dropped 18% week-over-week — likely from new lead source quality." It's the dashboard you should already be looking at, with none of the spreadsheet work it would take to build.
Tableau and PowerBI are enterprise BI tools — $70–500/seat/month, weeks of setup, a data analyst required to build the queries. Looker runs the same tier. Domo and Sisense run $1,000+/mo. None of them ship with trades-specific KPIs; you build them from scratch. Spreadsheets work but require hours of building and pulling each month — and you still have to know what you're looking for. Most CRMs include "reporting" that's a list view with sums at the bottom — useful for one lookup, useless for monitoring trends. Quarterly accountant reports show what already happened; they don't show what's happening now. Intelligence Dashboards is the first BI tool built specifically for trades owner-ops, with pre-built KPIs that mean something for painting, landscaping, power washing, and pool service — not generic SaaS metrics retrofitted to trades. Day one, you have the dashboard. Tableau day one, you have a blank canvas and a learning curve.
Intelligence Dashboards works standalone — connects to your existing data sources (CRM, calendar, invoicing platform) and renders the 42 KPIs from day one without other Aerys modules. Pair with Lead & Customer Hub ($99/mo) and lead-pipeline metrics are live; cohort tracking by source visible per campaign. Pair with Estimating Engine ($149/mo) and quote-to-close conversion metrics live by trade type and project size. Pair with Operator AI (from $50/mo) and you can text "what's our close rate this month?" and get a real answer pulled from live dashboard data. Pair with Production Scheduler ($179/mo) and crew-utilization metrics include real-time scheduling data. Pair with Cold Email System ($179/mo) and campaign ROI joins the attribution dashboard. Standalone, this answers "are we running well?" Paired, it answers "what should we change?"
One screen. Every number that matters.
The dashboard
AERYS
CRM
Leads MTD
47
Close Rate
31%
Revenue MTD
$38k
Average Ticket
$4.2k
Pipeline Funnel · MTD
Overall close rate (leads → completed): 31% · Goal: 35%
Revenue · Last 12 Months
Lead Source Attribution · MTD
| Source | Leads | Booked | Revenue | Cost/Book | ROI |
|---|---|---|---|---|---|
| Referrals | 14 | 6 | $26k | $0 | ∞ ROI |
| Google Ads | 11 | 4 | $17k | $312 | 5.4× |
| Yelp Ads | 9 | 2 | $6.8k | $710 | 1.6× ⚠ |
| Yard Signs | 7 | 2 | $9k | $40 | 3.8× |
| Cold Email | 4 | 0 | — | — | early |
| Amanda SMS | 2 | 0 | — | — | early |
⚠ Yelp Ads: cost-per-booked-call up 42% MoM — review recommended.
Anomaly Alerts · Auto-detected
Close rate −18% WoW
Likely from Yelp lead quality decline — Yelp-sourced leads booking at 22% vs 38% prior period.
Crew utilization −12%
Mike's crew has 2 weather-loss days this week. No replacement interior jobs scheduled.
Average ticket +9%
Commercial project mix increasing — 4 of last 7 booked jobs are commercial. Pricing holding.
Anomaly engine runs continuously. Claude API performs cohort analysis to surface likely cause, not just the signal.
Painting / LBV Painting reference. Demo data — all revenue figures, lead counts, and channel spend fictional. The 4-tile KPI strip is the actual default view for Owner Overview. Goal-tracking progress bars on each metric show position against quarterly targets you set during onboarding. Anomaly alerts run continuously; auto-flagged metrics surface with the cause explanation pulled from cohort data.
Inside the module
No setup. No template-building. No data analyst. 42 metrics shipped pre-built across pipeline, revenue, operations, and acquisition — tuned per trade. Most operators look at the dashboard their first day live and see numbers they couldn't see before, usually one that changes a decision they were about to make.
Pipeline
11
Close rate · time-to-close · deal age · won/lost ratio · avg ticket
Revenue
9
Monthly revenue · repeat ratio · project-type mix · YoY growth
Operations
12
Crew utilization · jobs/crew · weather-loss days · completion rate
Acquisition
10
Cost/lead by source · source-to-revenue · ROI per channel
Live from your CRM, calendar, invoicing platform, and Stripe — not quarterly batch reports. The dashboard you check at 7am reflects work completed yesterday and leads from this morning. Updates push to the dashboard within seconds of source-system changes for webhook-supported sources.
Data flow
Timestamp on each KPI shows last data refresh.
Set quarterly targets ("12 booked walkthroughs by end of month" / "$45k revenue this quarter" / "close rate 35%+") and watch progress live against every metric that has a goal. Goal-tracking progress indicators on each KPI tile show current pace. Behind-pace metrics flag for attention before you miss the target, not after.
Off-trend metrics auto-flag with explanations. "Close rate dropped 18% week-over-week — likely from new lead source quality" carries the trend signal AND the most-likely cause analysis. The Claude API runs cohort analysis on the change to surface the proximate cause. You decide whether to act; the system never auto-acts on anomalies.
🟡 Close rate −18% WoW
Likely: Yelp lead quality declining. Yelp-sourced book rate 22% vs 38% prior period.
🔴 Crew utilization −12%
Likely: 2 weather-loss days this week, no interior replacement scheduled.
🟢 Average ticket +9%
Commercial project mix increasing. 4 of last 7 booked jobs are commercial.
The most-asked question in trades, finally answered for every channel. Cost per lead by source. Source-to-revenue attribution. ROI per channel. Yelp ad spend → leads → qualified → booked → revenue, with cost-per-booked-call and ROI ratio at the end of the chain. Same for Google Ads, referrals, yard signs, cold email, Amanda inbound. The "should we keep paying for Yelp?" question, answered with numbers.
Full attribution table · MTD
| Source | Spend | Leads | Qualified | Booked | Revenue | Cost/Book | ROI |
|---|---|---|---|---|---|---|---|
| Referrals | $0 | 14 | 12 | 6 | $26,100 | $0 |
∞
|
| Google Ads | $1,250 | 11 | 8 | 4 | $17,200 | $312 |
5.4×
|
| Yelp Ads ⚠ | $1,420 | 9 | 5 | 2 | $6,800 | $710 |
1.6×
|
| Yard Signs | $80 | 7 | 5 | 2 | $9,000 | $40 |
3.8×
|
| Cold Email | $179 | 4 | 2 | 0 | — | — | early data |
⚠ Yelp Ads flagged: cost-per-booked-call up 42% MoM. Attribution analysis suggests lead quality declining — recommend reducing budget or pausing pending review.
The flow
CRM, calendar, invoicing platform, Stripe, QuickBooks — connect once during onboarding. We handle the mapping per source. Historical backfill renders the dashboard against your last 12 months on day one.
Day one, the full dashboard renders against your historical data. No template-building, no analyst, no configuration. Trade-specific KPI defaults apply automatically based on the trade you specify during onboarding.
Quarterly targets per metric. Anomaly thresholds auto-tune to your baseline during the first 2 weeks; you can override them. The system learns what "normal" looks like for your operation before it starts flagging.
Daily glance reveals off-trend metrics before they hurt. Goal-tracking shows pace toward quarterly targets. Anomaly alerts surface the cause, not just the symptom. Decisions get made on data, not vibes.
The switch
The old way
Aerys Intelligence Dashboards
Pair with Lead & Customer Hub ($99/mo) for live pipeline data. Pair with Operator AI (from $50/mo) to chat-query the dashboard ("what's our close rate this month?"). Pair with Cold Email System ($179/mo) for campaign ROI in the attribution dashboard.
By trade
For LBV Painting, KPIs are tuned to painting workflows — average ticket trends broken out by interior vs. exterior vs. cabinet, time-to-close by project size, weather-loss days affecting exterior phases, repeat-customer revenue percentage against the 18-month re-paint cycle, and commercial-versus-residential mix. Anomaly detection knows seasonal patterns (close rate normally drops 15% in winter) so it doesn't false-alarm on expected dips. The lead source attribution table shows Yelp / Google / referrals / yard signs with full cost-per-booked-call and ROI tracking.
Connections
Universal · every trade
Direct Data Connections
CRM, Google Calendar, QuickBooks, Stripe, invoicing platforms. We handle the API mapping per source during onboarding. New sources can add post-launch.
Anthropic Claude API
The anomaly detection brain. Cohort analysis to identify likely causes behind off-trend metrics. Bring your own key or use ours; the API call runs on the anomaly engine, not your chat.
iOS / Android
Dashboard fully mobile-responsive. Most owner-ops glance at the KPI strip from the truck before their first appointment. Full drill-down works on phone.
Export Tools
CSV and PDF export per chart and per dashboard view. Schedule auto-exports at month-end so your accountant always has the latest pull. Quarter-end review uses the same data you've been looking at all quarter.
Aerys modules · each pairing ships its own data into the dashboard automatically
Intelligence Dashboards gets richer with every Aerys module in your stack. Each module ships its own data into the dashboard automatically — pipeline data from CRM, conversion data from Estimating, scheduling data from Production Scheduler, campaign data from Cold Email, lifecycle data from Retention Engine.
Lead & Customer Hub $99/mo Lead pipeline data source. Cohort tracking by source visible per campaign. Funnel metrics live — leads in, qualified rate, close rate, won/lost ratio. [HIGHLY RECOMMENDED pairing]
Estimating Engine $149/mo Quote-to-close conversion metrics by trade type and project size. Pricing-trend tracking. Average-ticket-by-quote-size analysis live in the Financial tab.
Production Scheduler $179/mo Crew-utilization metrics include real-time scheduling data from the Gantt. Weather-loss days tracked automatically from Gary's constraint engine.
Operator AI from $50/mo Chat-query the dashboard from anywhere. "What's our close rate this month?" answered live. Anomaly alerts route through Operator AI's notification system.
Cold Email System $179/mo Campaign ROI joins the attribution dashboard. Reply rate per touch, book rate per variant, revenue-per-campaign visible alongside other channels.
Retention Engine $129/mo Repeat-customer revenue %, lifecycle template conversion rates, cohort migration from first job to re-engagement tracked in the Financial tab.
Pricing
Monthly is monthly. No contracts. Setup bundled in. Most operators are seeing live KPIs within 5–7 days. During deployment, we connect your data sources, backfill historical data so the dashboard renders against your last 12 months, calibrate anomaly thresholds to your baseline patterns, and set up your initial quarterly goal-tracking targets. Trade-specific KPI defaults apply automatically based on the trade you specify during onboarding.
What's included
·42 pre-built KPIs across pipeline, revenue, operations, and acquisition — trade-tuned defaults applied at onboarding
·Data source connections (CRM, calendar, invoicing, Stripe, QuickBooks) — we handle the mapping
·Historical backfill — last 12 months render day one, so you're not starting from a blank chart
·Real-time data updates — push within seconds of source-system changes for webhook-supported sources
·Goal-tracking with quarterly targets per metric — set during onboarding, adjustable anytime
·Anomaly detection with AI-generated cause analysis (Claude API cohort analysis behind each alert)
·Lead source attribution + channel ROI dashboard — full cost-per-lead, cost-per-booked-call, ROI by source
·Mobile-responsive dashboard — full KPI strip, anomaly alerts, and drill-down on phone
·CSV / PDF export per chart — your accountant can pull at quarter-end
·1-week tuning window with Director check-ins — calibrate thresholds, adjust goal targets to match real baseline
Optional upgrades (in your cart)
Custom KPI development (unique metrics specific to your business — e.g., lead-to-quote velocity by referral source)$1,500 per KPI
Multi-trade dashboard (operators running 2+ trades — separate KPI stacks per trade)$1,500 one-time
Advanced anomaly tuning (LLM-tuned thresholds for your specific seasonal patterns and edge cases)$1,500 one-time
$99/mo
Intelligence Dashboards
Setup included · typically 5–7 days to live KPIs
Add Intelligence to your cart Book a demo firstHighest-value pairings
Lead & Customer Hub +$99/mo
Lead pipeline data source. Cohort tracking by source. Funnel metrics live.
Operator AI +from $50/mo
Chat-query the dashboard from anywhere. Anomaly alerts through Operator AI.
Add all three to cartCommon questions
Add Intelligence Dashboards to your cart and book a call. We'll connect your data sources, backfill 12 months of history so the dashboard renders against real data day one, calibrate anomaly thresholds to your patterns, and set up your initial quarterly goal-tracking targets. Most operators glance at the dashboard their first day live and find at least three numbers they couldn't see before — and at least one that changes a decision they were about to make.