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Dashboard, Xero Integration, Lead Attribution

You are making money.
You do not know where from.

Most electricians cannot tell you which jobs are most profitable, which marketing channel returns the most, or what their actual margin was last month.

The Revenue Intelligence System connects your Xero, your leads, and your marketing spend into one dashboard. Then we sit down monthly and use it to make decisions.

Blind revenue is dangerous.

You cannot manage what you cannot see. If you do not know which jobs are making you money, you are probably taking on work that costs more than it pays.

If you cannot track which marketing channel is working, you cannot stop wasting money on the one that is not.

Every electrician we have worked with was surprised by what the data showed. Most had no idea how much was leaking.

What the system shows you

Six data points that change how you run your business.

Revenue Dashboard

Jobs booked, revenue generated, outstanding invoices, pipeline value. One screen. Updated in real time. Available on mobile so you can check it on site.

Xero P and L Sync

Connect your Xero account and see profit and loss alongside your lead data. Your actual margins, not just your turnover.

Lead Source ROI Tracking

Which marketing channel generates each pound of revenue. SEO, ads, word of mouth, Google reviews. See it clearly. Invest where it returns.

Job Profitability Analysis

Consumer unit upgrades vs EV chargers vs rewires. See which job types make you the most margin. Stop taking on work that costs more than it pays.

Monthly Strategy Call

A one hour call with your dedicated Revenue Drive strategist. Review the data. Plan the next 30 days. No fluff. Just decisions backed by numbers.

Alert System

If a metric drops below a threshold you set, the system notifies you. Lead volume falls, close rate dips, invoices go overdue. You know before it becomes a problem.

2 to 3 weeks
To full dashboard visibility
Real time
Data updates from Xero
1 hour
Monthly strategy call included
Full picture
Leads, jobs, revenue and margin

How it works

01

Connect your accounts

We connect your Xero, CRM and marketing platforms. No technical setup needed on your side. We handle the integrations.

02

Build the dashboard

Your custom dashboard is built and validated. We check the data is accurate before you see it. Usually takes 2 to 3 weeks.

03

Monthly review call

Once a month we meet, walk through the numbers, and decide what to do next. Every call produces a clear action list.

Common questions

What accounting software does this work with?

We integrate directly with Xero. QuickBooks is also possible via Zapier. If you use something else, contact us and we will confirm compatibility before onboarding.

Do I need to already have a CRM?

No. We can set up your CRM as part of onboarding. If you already use one, we check if it integrates with the dashboard. Most common CRMs do.

How long does setup take?

Initial setup is typically 2 to 3 weeks. We connect your accounts, build the dashboard, and validate the data before your first strategy call.

What if my revenue is cash in hand or not properly tracked yet?

That is exactly what this system fixes. We start with what data you have, set up proper tracking from day one, and build the picture over the first 90 days.

Can I see which marketing is working and which is not?

Yes. That is one of the core outputs. Every lead source tagged, every pound attributed. You will know whether your Google ads are profitable or just burning budget.

Stop running blind.

Book a free call. We will show you what your business looks like with proper data, and what decisions you could be making with it.

Book a Free Strategy Call