Forward-looking pipeline: when appointments were booked.
Date range: Jan 2025 β May 2026 Β·
Anchored on: Appt Created Date Β·
Excludes: all Trash services Β· Status: Completed + Completed (Invoiced)
Month
Comparing to β (same MM/DD a year earlier)
Appointment type β click to toggle
Appointments Created
β
β
Total Booked Value
β
β
Active Properties
β
β
Avg per Day
β
β
Same-Month %
β
β
Avg Lead Time
β
β
2025 Total (YTD)
β
β
2026 Total (YTD)
β
β
YoY Growth (YTD)
β
β
Active Props YoY
β
β
Best YoY Month
β
β
Appointments Completed
β
β
Total Revenue
β
β
$ / Appt | $ / Dept Clean
β
β
Active Properties
β
β
Avg per Day
β
β
Avg Booking Lead
β
β
2025 Revenue (YTD)
β
β
2026 Revenue (YTD)
β
β
YoY Revenue Growth
β
β
Active Props YoY
β
β
$ / Appt Trend
β
β
2026 Booked Forward
β
β
2025 At Same Point
β
β
Forward Pace Ξ
β
β
Active Props Forward
β
β
Strongest Forward Month
β
β
Total Properties
β
all-time in dataset
Active in 2026
β
β
Avg Appts / Property
β
all-time, all properties
Distinct Cleaners
β
β
Properties Tracked
0
cleaned in last 90 days
Never Had One
0
highest priority outreach
Overdue (last > 365 days)
0
past customers to re-engage
On Track
0
at or above target cadence
Total Cleaners
β
β
Target Hrs (weekly)
β
hours to assign each week
Hours Worked
β
actual in selected window
Properties Covered
β
distinct properties cleaned
Full Year 2026 Forecast
β
β vs 2025
YTD Actual
β
closed months
Remaining Forecast
β
additive pickup model
Property Growth Factor
β
YTD active props Β· 2026 / 2025
Daily appointments created
Hover a bar for per-type breakdown
Property list β click any row to see cleaner breakdown
Show
per page
Property detail
Click a property in the table above to see its cleaner breakdown, service mix, and recent activity.
Annual revenue forecast β 2025 actuals vs 2026
Monthly breakdown
Property detail
Click any property row above to see its service history, cleaner history, and recent activity.
Status
Range
β
Bulk update via spreadsheet β export a template, fill in fields offline (e.g. addresses for all cleaners), then import to apply.
Cleaner detail
Click any cleaner row to see their property history, monthly trend, and service mix.
Property Manager list β click any row to set Flexibility tag & see PM detail
Range
Status
Flex
Total PMs
β
extracted from CSV
Active
β
booked in 2026
Inactive
β
no 2026 bookings
Untagged
β
need flex tag set
Property Manager detail
Click any PM row to see their notes, upcoming appointments, and recent activity.
Cleaners in Training
Trainee detail
Click any trainee row to see their profile and tracking notes (coming next).
This Week (SunβSat)
Next Week (SunβSat)
Day Detail
Click any day card above to see appointments and which cleaner is assigned.
Cleaner Load β This Week (SunβSat)
Worked (past days)Scheduled (today + future)Over targetΒ· Sorted by gap (most under-target first) Β· Quality Checks excluded
Status
Synced with the Cleaners tab.
Tip:Standard view shows one cell per day β click cycles: All Day β AM Only β PM Only β Std Off β Off β Unset. Mixed states open a picker. This Week and Next Week keep AM/PM split for precise per-date overrides.
Bulk update via spreadsheet β export the current grid, edit AM/PM cells offline (values: Yes, Off, No, or blank), then import to apply.
Regions are user-defined geographic groups. Tag properties with one or more regions, tag cleaners with the regions they cover, and the Scheduling engine will only recommend matching cleaners. Click a region row to expand and see which properties + cleaners are tagged.
π Geocoding
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Correct a location that mapped to the wrong spot
Some addresses geocode "successfully" to a street or ZIP centroid instead of the exact building, so they never show up as failures. Search the property or cleaner, then paste the exact coordinates from Google Maps.
Add a region
πΎ System Backup
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Captures all enrichment data (cleaners, properties, PMs, regions), scheduling rules, scheduling overrides, geocode cache, and filter preferences. CSVs themselves are NOT included β they re-upload on demand. Re-import on any version of the dashboard at any path to restore your state.