Ecommerce and industries18 October 20262 min read
Service businesses win on how well they turn enquiries into clients, how fully they use their people and how quickly they get paid. Each industry has its own version of those three.
Law firms
- Intake by source. Where new enquiries come from and how many become matters.
- Matter pipeline. Open matters by stage and by practice area.
- Billable hours and utilisation. How much of each fee earner's time is billed.
- Realisation. How much of the work billed is actually collected.
- Outstanding invoices. Unpaid bills, grouped by age.
Medical and dental clinics
- Appointments and capacity. How full the diary is, by practitioner and by day.
- No-show and cancellation rate. Empty slots are lost revenue.
- Revenue by service. Which treatments bring in the most.
- New patient enquiries. How many come in and how many book.
- Rebooking rate. How many patients return.
Real estate teams
- Leads by source and cost per lead. Which channels bring in real enquiries and what they cost.
- Response time. How quickly leads are contacted. Fast replies win business.
- Pipeline by stage. Leads, viewings, offers and completions.
- Listings by status. Active, under offer and sold, with time on the market.
- Deals by stage. Where deals stall.
Where the data lives
Practice management systems, appointment software and CRMs such as HubSpot or Salesforce usually hold the numbers, often with exports into Excel or Google Sheets. Add Google Ads, Facebook Ads and Google Analytics 4 for marketing, and the picture is complete.
Legal and medical data is sensitive. A good dashboard shows counts, totals and trends, not personal details. Check the rules that apply to you before connecting any system that holds client or patient records.
We build these views for service businesses of all kinds. Tell us what you track today and we will suggest what to add.