All docsOpen feature
AnalyticsGrowth
Service Revenue
Shows which services generate appointments, leads, and estimated value.
What this page is for
Use to understand what customers ask for most and what is most valuable.
How to set it up
- 1Create service catalog.
- 2Add service names to appointments/leads.
- 3Review revenue by service.
Demo workflow
Service Revenue demo
The owner wants to understand performance and decide what to improve next.
1
Collect data
Let calls, bookings, tasks, and outcomes accumulate.
2
Filter
Use Service Revenue to inspect trends, scores, or weak spots.
3
Improve
Update agent instructions, knowledge, routing, service rules, or staff workflow based on the finding.
The dashboard explains what changed and where the business should focus next.