Case study · Heating & Renewables
UK Heating Business: Pipeline & Commercial Reporting Dashboard
The director was running commercial decisions off a weekly spreadsheet and instinct. We built the live dashboard that put margin and pipeline in front of him every morning.
Overview
A UK heating, boiler and renewables installer running a strong field operation but weak on commercial visibility. The director was making pricing and marketing decisions on data that was always at least a week old.
The operational problem
Margin, conversion rate, average job value and pipeline weight were either out of date or being calculated by hand. Around 4 hours of office manager time per week was being spent assembling the commercial report.
By the time the director saw the numbers, they were already a week old. Pricing decisions were being made on assumed margins rather than measured ones, and marketing spend was being allocated by gut.
What Calon AI built
Calon AI built a live commercial reporting dashboard pulling quote, job and invoice data into a single director-level view. Margin per job type, conversion rate by lead source and weighted pipeline value all update in real time.
Average job value trends across rolling 30, 60 and 90-day windows. A director-only KPI summary lands every Monday morning. The director moved from monthly intuition to daily measurement.
Results
- 4 hours per week of office manager reporting time eliminated
- Margin per quote visible at point of decision, not weeks later
- Marketing spend rebalanced based on margin-by-source data
- Director time on the business (rather than in it) materially increased
- Foundation in place for further automation on quote pricing
“I was making decisions on a spreadsheet that was always out of date. Now the dashboard tells me what is happening today, and my marketing spend goes where the margin actually is.”
UK Heating Business