How Revalytics works
From invisible revenue problem toaccountable action.
Your systems already record the calls, leads, appointments, estimates, jobs, and revenue moving through your business.
Revalytics monitors what happens between them.
When an opportunity stops moving, your team can see
- What happened
- What the opportunity is worth
- How much time remains
- Who owns the next action
- What happened afterward
One signal. One owner. One measurable outcome.
Revalytics closes the distance between seeing a problem and doing something about it.
- 01
See the signal
Detect when an opportunity stops moving or performance changes.
- 02
Understand the risk
Connect the signal to its source, stage, potential value, and remaining Recovery Window.
- 03
Assign accountability
Direct the opportunity to the person responsible for taking the next action.
- 04
Act while the outcome can change
Give the team a clear action before the opportunity becomes another unexplained loss.
- 05
Measure what happened
Track the result and return it to the live scoreboard.
A report ends with information.Revalytics continues until there is an outcome.
Step 1 · Connect
Start with the systems already running your business.
Revalytics connects the platforms that record how demand is created, how customers are handled, and how revenue is collected.
Marketing data
Where demand originated and what it cost to create.
Call and lead data
When the customer contacted the business and how the opportunity was handled.
Field service data
Appointments, estimates, jobs, technicians, and operational outcomes.
Revenue data
What was booked, completed, collected, recovered, or lost.
Live revenue journey
Your existing platforms continue doing their jobs. Revalytics adds the intelligence layer between them.
Step 2 · Map
Every stage has an event that proves the opportunity moved forward.
Revalytics maps the events your systems already record. Then it identifies what should happen next.
| When this happens | Revalytics expects this next | If it never happens |
|---|---|---|
| A new lead arrives | First response | Response signal |
| A call is answered | Booking or disposition | Conversion signal |
| An appointment is booked | Arrival or completion | Handoff signal |
| An estimate is sent | Follow-up, acceptance, or decline | Aging estimate signal |
| A job is completed | Invoice and collection | Collection signal |
| Marketing spend increases | Booked revenue follows | Market Burn signal |
Revalytics does not assume every missing event is lost revenue. It first asks:
- Was the next event recorded somewhere else?
- Is the opportunity still moving?
- Has the expected response time passed?
- Does the situation require action?
When the next expected event never happens,Revalytics has a signal to investigate.
Step 3 · Detect
Not every number requires action. A signal does.
A number tells you what happened. A signal tells you something changed and may require attention.
Revenue at Risk
An active opportunity may be lost without timely action.
- Missed or unreturned calls
- Leads waiting beyond the response standard
- Cancellations that have not been rebooked
- Required follow up that has not occurred
Revenue Opportunity
An opportunity left the normal journey but may still be recovered.
- Aging estimates
- Unsold replacement opportunities
- Unworked quotes
- Previously lost customers who may still return
Market Burn
Marketing investment is creating demand that is not becoming booked and collected revenue.
- Campaigns producing leads that are not worked
- Spend increasing while booked revenue declines
- Lead costs healthy while cost per booked job rises
- Channels producing activity without revenue
Revalytics follows the journey to reveal where the opportunity stopped and what caused it.
Step 4 · Prioritize
Your team cannot treat every signal as equally important.
A missed call and a high value replacement estimate do not carry the same value. An opportunity with minutes remaining cannot wait behind one with several days remaining.
Revalytics prioritizes each signal using
- Potential revenue
- Opportunity type
- Signal age
- Recovery Window
- Journey stage
- Responsible person
- Action status
The goal is not more alerts.It is knowing what deserves attention first.
Where the value comes from
Every dollar on the board needs a defensible source.
Revalytics uses connected data and your approved business rules to estimate or confirm the value of each opportunity.
Missed calls and unbooked leads
Value can be based on your approved average booked revenue or opportunity calculation.
Aging estimates
Value can come directly from the connected estimate.
Cancellations
Value can use the booked job value or approved estimate.
Marketing signals
Value can be tied to spend, worked leads, booked jobs, and collected revenue.
Recovery Windows
Timing can follow the signal type, time since the event, your response standards, and configured recovery rules.
The value and timing displayed should reflect your business. Not universal assumptions.
Step 5 · Assign
If no one owns the opportunity, no one owns the outcome.
Every revenue signal should answer three questions. Revenue recovery is a position, not a process, and this is the step where the position does its work.
Who owns it?
The CSR, dispatcher, technician, comfort advisor, manager, marketer, or recovery team responsible for moving it forward.
What must happen next?
Return the call, rebook the appointment, work the estimate, correct the campaign, or escalate the problem.
When must it happen?
Before the remaining Recovery Window closes.
If an opportunity has no owner, Revalytics makes that failure visible.
Visibility identifies the problem. Accountability changes the outcome.
Step 6 · Act
Watch a signal become an accountable action.
The Live Revenue Action Queue brings value, urgency, ownership, and the next action into one operational view.
Auto advancing through State 1 → 4 on its own. Press Pause to stop it, or click any state below to jump straight to it.
State 1
At Risk
The opportunity enters the queue.
- The Recovery Window begins counting down.
- The owner is visibly unassigned.
- The required action is to establish ownership.
State 2
Assigned
The opportunity is routed.
- Owner changes to the responsible person.
- Next Action changes to Contact homeowner.
- The Recovery Window continues counting down.
State 3
Actioned
The follow up is recorded.
- The action time is captured.
- The opportunity remains open.
- The system waits for the next expected event.
State 4
Outcome
The estimate closes or the Recovery Window expires.
- Status changes to Recovered or Lost.
- The outcome returns to the live scoreboard.
- Signal to Action Time is recorded.
Illustrative example. Values, Recovery Windows, routing rules, and outcomes reflect each company's connected data and configuration.
Visible progression
At Risk→Assigned→Actioned→Recovered or Lost
The countdownproves urgency.
The ownerproves accountability.
The state changeproves action.
The final statusproves the outcome.
20 minute walkthrough · no obligation
Step 7 · Measure
The signal does not disappear when someone clicks “done.”
Revalytics tracks the result of every revenue action.
- Did the homeowner answer?
- Was the appointment rebooked?
- Did the estimate close?
- Was the job completed?
- Was the revenue collected?
The result returns to the scoreboard, creating a measurable record of what was recovered, what was lost, and where performance needs to improve.
The system exists to move one number: your recovery rate. How much of the revenue going cold in your business is getting back to you. Everything above is how that number is produced.
Your live revenue scoreboard
- Revenue at Risk
- Revenue Opportunity
- Revenue Recovered
- Revenue Lost
- Recovery Rate
- Action Time
Individual actions become operating intelligence.You can see what the evidence says should improve next.
From connection to live visibility
Your systems stay in place. Revalytics adds the intelligence layer.
Authorize the operational and marketing systems Revalytics will monitor.
Confirm that calls, leads, appointments, estimates, jobs, and revenue are flowing correctly.
Set ownership rules, response standards, opportunity calculations, and Recovery Windows.
Launch the signals, action queue, alerts, and live scoreboard.
Complete customer journey visibility is typically available within 14 days. Timing depends on the systems, data quality, and configuration required.
Built around the systems you already use
Revalytics reveals what happens between them.
Field service systems
- ServiceTitan
- Housecall Pro
- FieldEdge
- Jobber
- Service Fusion
Marketing platforms
- Google Ads
- Meta
- Local Services Ads
- Microsoft Ads
- YouTube
Call and lead sources
Additional call, lead, and marketing sources can be connected based on your current technology.
Real businesses. Measurable outcomes.
What happens when visibility becomes action?
+23%close rate
over 90 days
$121,000 recovered
Home Heroes Plumbing, Heating & Air
50%of PPC spend
cut in one week, no drop in leads
$5,000
Transou's Plumbing & Septic
75%Market Burn
uncovered in 30 days
Share of marketing investment
Cisneros Brothers Plumbing, Heating & Air
Customer reported results, published with permission, and not guarantees of identical outcomes. Documented in the 2026 Moneyball Index, published by Signal Club, applying the Moneyball for the Trades method, with operating data supplied by Revalytics. Read the study.
Questions about how Revalytics works
Before you book.
Does Revalytics replace our existing systems?
No. Your marketing, call, field service, and financial systems continue recording their parts of the business. Revalytics uses those signals to reveal what happens between them.
Is Revalytics another dashboard my team has to monitor?
No. The scoreboard gives owners and managers live visibility. The action queue directs each opportunity to the CSR, dispatcher, technician, comfort advisor, marketer, or recovery team responsible for acting.
How does Revalytics determine what an opportunity is worth?
The calculation depends on the opportunity and the data available. It can use connected estimate values, booked job values, average booked revenue, or another approved method configured for your business.
How is the Recovery Window calculated?
Recovery Windows can be based on the signal type, time since the event, your response standards, and the configured rules for your business. They are not one universal deadline for every company or opportunity.
What happens if an opportunity has no owner?
The opportunity remains visibly unassigned until responsibility is established. This prevents a missed handoff from disappearing between teams.
Can we see whether the action worked?
Yes. Revalytics tracks the next events so your team can measure whether the opportunity moved forward, was recovered, or was lost.
How quickly can we get started?
Complete customer journey visibility is typically available within 14 days. Timing depends on the systems, data quality, and configuration required.
Is Revalytics built for my business?
Revalytics is built for growing HVAC, plumbing, electrical, roofing, garage door, and multi trade home service businesses.
See how Revalytics would work in your business
What would change if every revenue signal had an owner?
We'll show you how Revalytics connects your systems, identifies opportunities requiring attention, and turns them into measurable action.
Your systems.Your revenue.Your blind spots.
20 minute walkthrough · no obligation
Or watch it happen first: the Recovery Game · 10 seconds · no email needed