Eligibility and attempts
6 of 8 reviewed opportunities are eligible at baseline. One is excluded for unclear consent; one lacks a source link. Five of the six eligible opportunities have an attempt recorded: 5 ÷ 6 = 83.3%.
Sample deliverable · Synthetic data
Every outcome needs a source.
Eight fictional opportunities illustrate a 30-day report. The rows explain what happened, what is missing and which decisions need a person. No messages are sent by this demonstration.
Reporting example · Not client results
A fixed cohort, with visible exclusions.
Each row represents one distinct opportunity in the same illustrative 30-day window. Repeat attempts stay on that opportunity; they do not create extra leads. The cohort stays fixed when an opportunity later opts out.
- Opportunities reviewed
- 8
- Eligible at baseline
- 6 / 8
- Follow-up attempted
- 5 / 6
- Contact achieved
- 3 / 5
- Confirmed bookings
- 2 / 3
- Known booked value
- $650 USD
A reporting format, not client results. Booked value is not collected cash or profit.
Known booked value covers only 1 of the 2 bookings. The other booking has no recorded value. Collected cash, costs and profit are unknown; they are not reported as zero.
| Opportunity | Source linkage | Eligible at baseline | Attempt reference | Contact achieved | Booking reference | Booked job value | Current status | Human exception / next action |
|---|---|---|---|---|---|---|---|---|
DEMO-001 | CALL-001Missed call | Yes | ACT-001 | Yes | BOOK-001 | $650 | Booked; collection unknown | Owner verifies completed work and payment |
DEMO-002 | EST-002Open estimate | Yes | ACT-002 | Yes | BOOK-002 | Unknown | Booked; value missing | Owner supplies the agreed job value |
DEMO-003 | FORM-003Website inquiry | Yes | ACT-003 | Yes | Not booked | Not applicable | Contacted; decision pending | Team prepares the requested estimate |
DEMO-004 | CALL-004Missed call | Yes | ACT-004 | No | Not booked | Not applicable | Attempted; no contact | Owner reviews the next permitted action |
DEMO-005 | EST-005Open estimate | Yes | ACT-005 | No | Not booked | Not applicable | Stopped after opt-out | Suppress further communications |
DEMO-006 | CALL-006Missed call | Yes | Not attempted | No | Not booked | Not applicable | Eligible; not attempted | Named owner must accept the handoff |
DEMO-007 | FORM-007Website inquiry | No | Not attempted | No | Not booked | Not applicable | Excluded; consent unclear | No outreach until eligibility is resolved |
DEMO-008 | Missing Unknown source | No | Not attempted | No | Not booked | Not applicable | Excluded; source link missing | Reconcile source before attribution |
Sample references connect the opportunity, source, action and booking in this table. They are fictional identifiers, not links to customer or provider systems.
Read the denominator before the rate.
Contact and booking
Three of five attempted opportunities reached meaningful two-way contact: 3 ÷ 5 = 60%. Two of those three have a booking reference: 2 ÷ 3 = 66.7%. The overall booking rate is 2 ÷ 6 eligible opportunities = 33.3%.
Value and attribution
The known booked subtotal is $650 from BOOK-001. BOOK-002 is counted as a booking but excluded from the value subtotal because its value is missing. Neither booking proves incremental revenue caused by the follow-up.
Exceptions stay visible
An opt-out stops further contact but remains in the original cohort. Unclear consent and missing source linkage stay excluded. The named human owner resolves permissions, estimates, scheduling and payment reconciliation.
What this sample cannot establish.
There is no comparison cohort, historical baseline, completed-job ledger, payment reconciliation or cost data here. Incremental lift, collected revenue and profit cannot be calculated from these rows.
The calculator estimates potential booked value from assumptions. This report counts observed stages within a sample cohort. The sample contact and booking rates are not benchmarks and do not replace the calculator’s editable assumptions.