Most Pest Control Business Owners never actually know how many customers they’re losing each month.

If you're still using spreadsheets and guesswork to track your sales pipeline, chances are you're missing out on valuable insights that could help you close more deals. Please allow us to introduce you to the ultimate game-changer: Pest AI Dashboard Charts.

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What are dashboard charts?

Dashboard charts in Pest AI are visual tools that show you exactly what's happening in your sales pipeline. These charts update automatically as your business changes, helping you make smart decisions based on real data instead of hunches.

For pest control owners managing dozens or hundreds of potential customers at once, having a clear picture of your entire sales process is essential.

When you can see your pipeline clearly, you spot problems quickly, know where to focus your team's efforts, and convert more leads into paying customers. This not only makes your business run smoother but ensures your team works on the right priorities each day.

Ultimately, you can use dashboard charts to find weak spots in your sales process and predict future revenue with greater accuracy. Let's discuss how to put these charts to use for a more successful pest control business.

How to Use Dashboard Charts

1. Understand the two main chart types.

Your dashboard charts are only as helpful as your understanding of when to use each type. There are two main charts you'll use in Pest AI:

Funnel Charts — These show how leads move through your sales process from start to finish. For example, if a customer has scheduled an appointment, the Funnel Chart counts them as a "Lead" because it's tracking their entire journey toward becoming a customer.

Stage Distribution Charts — These show how many leads are currently at each step of your sales process right now. Think of it as a snapshot of your current workload across all stages.

2. Find where prospects are dropping out.

One of the biggest benefits of using Funnel Charts is seeing exactly where potential customers are leaving your sales process. When using these charts, you can quickly spot problem areas so your team can fix them.

For example, if you notice many prospects disappear between "Quote Sent" and "Service Scheduled," you might need to improve your follow-up process or adjust your pricing to increase conversions at this critical point.

3. Assign your team where they're needed most.

Stage Distribution Charts help you make smart decisions about where to focus your team's efforts each day.

By seeing how many leads are sitting at each stage, you can quickly decide which areas need immediate attention.

Within Pest AI, you can check these numbers in real-time. For example, if you suddenly have 20 new leads that need quotes, you might ask your office staff to prioritize creating estimates over other tasks.

4. Predict your future revenue.

If you want to know how much money your business will make next month, both chart types can help with different parts of this prediction.

After connecting your sales data in Pest AI, you can use Funnel Charts to see how many leads typically convert to customers, while Stage Distribution Charts show how many jobs are close to closing right now.

5. Prepare for busy seasons before they arrive.

Pest control work changes with the seasons, and your dashboard charts help you get ready before you're swamped with calls.

To use this feature, compare your current charts with data from previous years. For example, if you always see more termite calls in spring, you can hire extra help and prepare marketing campaigns before this rush begins.

6. Improve your sales process with real data.

Within Pest AI, dashboard charts give you insights that help make your entire sales approach better.

This is especially helpful when testing new ways to sell your services. You don't want to make big changes without seeing if they actually work. Here's how to use dashboard charts to improve your business:

Check Your Current Performance

First, look at your Funnel Chart to see your current conversion rates between each stage. Save these numbers so you can compare them later after making changes.

Test New Approaches

After trying a new sales technique or service package, watch your Funnel Chart to see if more leads convert to customers at specific stages.

Match Team Size to Workload

Use your Stage Distribution Chart to make sure you have the right number of people working on each part of your sales process. You might need more technicians for inspections or more office staff for scheduling depending on where leads are piling up.

Create Custom Views for Different Teams

It's helpful to create different dashboard views for various team members so everyone sees the information most relevant to their job. For example, if you have technicians who also handle sales, set up a dashboard that focuses on their specific performance metrics.

Get More Help With Dashboard Charts

For more detailed information on using these dashboard features, please refer to the Pest AI Help Center.

Start Your $30/30-Day Trial Today

With Pest AI's dashboard charts, you can see exactly what's happening in your sales pipeline, make decisions based on real data, and focus your team on the opportunities most likely to bring in revenue.

Start your Pest AI $30/30-Day Trial today and experience the power of complete pipeline visibility.