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 HVAC Marketing Performance Dashboard
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 Rolling 90-Day Report | Prepared by Elevated HVAC MarketingElevatedHVACMarketing.com
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 Client:[Client Name] Report: April 2026
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CHANNEL / METRICTARGET2 MO AGOLAST MOTHIS MOTRENDVS TARGETAD SPENDOPP VALUE
(Estimates)		SALES VALUEROAS
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 📊 Monthly Revenue Summary← Yellow = input | Blue = auto-calculated
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 Total Ad Spend (all paid)
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 Total Pipeline / Opp. Value
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 Total Closed Revenue (CRM)
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Blended ROAS (Revenue ÷ Spend)
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Marketing ROI % ((Rev-Spend)÷Spend)
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 🔍 Google Search Ads
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 Cost Per Lead< $100——
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 Ad Conversion Rate20%+——
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 Ad Spend Waste %< 10%——
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 Revenue & ROI
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 ✅ Local Services Ads (LSA)
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 Cost Per Lead< $75——
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 Book Rate (lead → job)40%+——
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 Abs Top Impression Share70%+——
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 Revenue & ROI
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 ⚡ Performance Max (PMax)
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 Cost Per Lead< $40——
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 Book Rate (lead → job)35%+——
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 Revenue & ROI
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 ⚑ Always compare PMax cost per booked job vs. Search before shifting budget. Lower CPL is meaningless if book rate is poor.
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 📈 SEO / Organic Search
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 Cost Per Lead (blended)< $20——
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 Organic Conversion Rate5%+——
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Revenue & ROI (SEO retainer vs. closed revenue)
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 📱 Meta / Facebook Ads
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 Cost Per Lead< $36——
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 Lead Close Rate30%+——
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 Revenue & ROI
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 ⚑ Best for maintenance offers and tune-ups — not emergency/replacement demand.
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 📍 Google Business Profile
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 Total Reviews25+——
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 Average Star Rating4.7+——
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 Review Response Rate95%+——
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 Review Response Time< 24 hrs——
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GBP-attributed Revenue (Maps leads)
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 📋 Agency Action Items This Month
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INPUT KEY →
Yellow = Agency input
Blue = Auto-calculated
ROAS: ✓ ≥4x ◎ 2–4x ✗ <2x
✓ Good✗ Poor
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