MSI Sales Home

Friday · August , 28 2020 · 03:16 PM

Deals Closed (Q3)

$698,390

12%

Goal (Q3)

$27.00

Deals Lost

12%

Win rate

56.23%

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Affiliate Reports

$48k per year

Deals Closed YTD

Sales Reporting

Traffic Sources

Direct

55%

Social

15%

Referral

30%

Foundational Data
Number of field technicians	12
Average number of work orders per technician per day	2
Number of dispatchers	2
Number of administrative personnel	1
Annual cost for dispatchers	50000
Annual cost per service tech	75000
Annual cost per administrative personnel	50000
Annual material purchases	75000
Annual material write offs	50000
Average revenue per customer	15000
Average revenue per contract	5000
Average revenue per work order	625
Average time to invoice	14 Days
Current utilization of field technicians	80%
Cost of Capital	5.50%

ROI Model Assumptions
Current utilization of field technicians	.8**
Increase in utilization rate (in percentage points)	0.05**
Dispatcher hours per week saved	6
Hours saved per week by eliminating billing data entry	15
Percentage reduction in material purchases	.01**
Percentage reduction in unbilled materials	.5**

Return on Investment Considerations
Better utilization of field technicians and contractors	75000
Reduction in dispatcher/scheduling time	25000
Reduction in administrative processing time (billing)	18750
Reduction in material purchases	25000
Reduction in unbilled materials	25000
Prevent customer loss or value of adding one customer	15000
Prevent contract loss or add additional contract	5000
Value of adding one work order per tech per month	112000
Value of adding one additional technician	130000
Value of additional capabilities of service department	0
Total Return Per Year	415432.36
Total Return not including value calculations	152932.36

ROI Reports

Company	Industry	Location	ROI	Date	HubSpot	Status	Actions
Company	Industry	Location	ROI	Date	HubSpot	Status	Actions
Teachstone	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
McSwain Carpets & Floors	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Asplundh	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Uovo BI	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
Warner's Stellian	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Worth & Company	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Shoreline Pools Inc.	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
31-W Insulation	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Curtis Engine	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Xebec Adsorption	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
Federal Health Sign	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Vivo Aquatics	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Modern Companies Inc.	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
Air Service Co.	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Lutronics	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win

MSI Stages

Company	Industry	Location	ROI	Date	HubSpot	Status	Actions
Company	Industry	Location	ROI	Date	HubSpot	Status	Actions
Teachstone	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
McSwain Carpets & Floors	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Asplundh	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Uovo BI	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
Warner's Stellian	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Worth & Company	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Shoreline Pools Inc.	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
31-W Insulation	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Curtis Engine	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Xebec Adsorption	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
Federal Health Sign	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Vivo Aquatics	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win
Modern Companies Inc.	Education	Charlottesville, VA	$39,752	07/28/2020	Teachstone	Pending
Air Service Co.	Flooring/Installs	Cincinnati, OH	$56,237	07/28/2020	Teachstone	Pending
Lutronics	Utilities	Willow Grove, PA	$129,334	07/31/2020	Asplundh	Win