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Rocket Group Business Intelligence

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Platform · All Companies

Rocket Group — Today

Live across all 11 operating companies · synced 14s ago

Platform Totals & Rankings

Company Leaderboard

Ranked by Completed Revenue

Marketing Campaign Leaderboard

Attributed revenue · last 90 days

Alert Center

Live
  • Tulsa-area booking rate 61% — below the 70% floor. Blues Heating & Air · last hour
  • 9 abandoned calls waiting at Roadrunner Plumbing & Air. oldest 12 min
  • Harmony Electric NotLead rate 31% — high; flag for audit when enabled. today
  • Call volume +28% vs forecast at Caswell. since 9am

Capacity · Next 3 Days

Group Capacity Board

Open technician hours across the group — perishable inventory. Green = open to fill, red = slammed.

Company

Caswell Heating & Air

One company, full drill-down · synced 14s ago

CSR Leaderboard

Live · per-agent inbound lead handling
Coming SoonThe live abandoned-call queue and buried-lead recovery queue unlock with the Call Audit layer (near-real-time call polling).

Live Abandoned Queue

🚩 red past 10 min, no callback

Recovery Queue

Metadata-suspected buried leads · de-duped by recovery status

Campaign Leaderboard

Live · attributed revenue · last 90 days
Coming SoonActive membership base and additions per period for this company is on the roadmap.

Memberships

Active base + adds

Active total and additions today / MTD / YTD / TTM, with a trend line in the full build. Floor board shows "added today" with a celebration on each new membership.

Revenue by ZIP

Service-location ZIP · trailing 365 days · ★ = $100K+, recommended for mailing

Call Center · All Companies

Call Center Command Center

True booking performance across the group

Company Leaderboard

Ranked by RGBI booking rate · color = winning / watch / flag

Top Dismissed Call Reasons

Across the group · lead flag from ServiceTitan · audit verifies later
Coming SoonMission Control — the owner onboarding and implementation command center — is on the roadmap.

Launch Sequence · Owner

Cleared For Launch

Your implementation checklist with Rocket Group · Caswell Heating & Air

62%

Launch Readiness — 62%

8 of 13 required items complete · 2 awaiting your info · 1 blocked

Pre-Flight4 / 4
✓
Add ServiceTitan tenant ID
Provided 2623859611 — verified live.
Done by you · Jun 2
✓
Connect API credentials
Per-tenant Client ID/Secret generated & tested.
Done · Rocket team
✓
Confirm phone system (telephony)
Contact Center Pro confirmed.
Done · Jun 3
✓
Upload brand assets
logo + colors received.
2 files
Systems Setup3 / 5
✓
Set call reasons & dispositions
Aligned to RG standard taxonomy.
Done · Jun 5
Confirm primary service ZIPs
List the ZIP codes your team services for the revenue map.
▸ Submit infoAwaiting you
Approve pricing model
Review the RG standard pricing playbook and confirm.
1 file to review▸ Acknowledge
✓
Map business units
Done · Jun 6
Membership types configured
Blocked — waiting on your current membership price sheet.
▸ UploadBlocked
Ignition1 / 4
✓
Schedule kickoff call
Done · Jun 8
CSR training session
Booking-rate playbook walkthrough with your team.
Not started
Marketing campaign tracking numbers
Assign a tracked number per channel for attribution.
▸ Submit info
Go-live review
Final dashboard walkthrough before launch.
Not started

Messages with Rocket Support

Two-way · support ⇄ your team
Rocket Support · Maya
Assigned you "Confirm primary service ZIPs" — once that's in, we'll light up your revenue map. Pricing playbook is in your library too.
Jun 9 · 10:14a
You · Caswell
Got it — uploading the membership price sheet today so we can unblock that item. Thanks!
Jun 9 · 11:02a

Document Library

Files flow both ways
FileTypeShared
RG Pricing Playbook 2026PDFRocket team · Jun 4Download
Membership Program TemplateXLSXRocket team · Jun 4Download
CSR Booking-Rate GuidePDFRocket team · Jun 5Download

Rankings · live ServiceTitan data

RG Platform Rankings

The nightly leaderboard — live, not a midnight snapshot · syncing…

Total Sales
Total Revenue
Period

Company Rankings

click a column header to sort · MTD

National Platform Technician Ranking

ranked by Total Sales · Ops / Close % / Avg Ticket are derived approximations · MTD
Coming Soon · Owner / C-Suite

Financial
Dashboard

Revenue and sales today, plus MTD / YTD / TTM modules, AR, and recurring revenue — the CFO-level view. Reuses data the platform already collects; unlocked in a later release.

Revenue TodayRecognized / earned
Sales TodaySold / booked dollars
MTD · YTD · TTMRevenue & sales with YoY
AR & CollectionsOutstanding balances

Admin · User Management

Users & Access

Add people, set their role, and manage access. Changes take effect at their next login.

Add a User

Current Users

Coming SoonThe live floor wallboard — today's standings, booking pace, and the new-membership celebration — is on the roadmap. The Rankings page is live now.
Live · Caswell Floor

The Grid — Today's Standings

Lights out. Top of the board takes the checkered flag.

182
Calls Today
118
Booked
87%
Booking Rate
14
Memberships Added
Booked! 🏁
Sarah M. · $4,200