ROI & Dashboards: Calculate What Actually Works

Three free calculators for home service owners: channel ROI, review velocity forecast, and seasonal ad budget planner. Model CPL, cost per booked job, and spend before you scale.

Stop guessing. These client-side calculators help you forecast and reallocate budget — no account required, works in light and dark mode.

Model the same cost per booked job metric the Lead-to-Close System and Booked Job Machine optimize — booked = calendar appointment with address + source tag.

At a Glance

  • 3 tools: Channel ROI · Review velocity · Seasonal ad budget
  • Primary output: Cost per booked job and ROI % — not CPL alone
  • All-in view: Ad spend ÷ booked jobs first; add ops/performance fees when comparing to managed delivery
  • Pair with: Metrics baselines · Scorecard · Weekly checklist
  • Case study ranges: Plumber ~$45/booked · HVAC ~$72 · Roofing ~$118/inspection

1. Channel ROI Simulator

See the real return on any channel before you scale spend.

How to use: Run once per active channel (LSA, Meta, Google Ads). Compare cost per booked job — reallocate toward the winner. Trade baselines on Metrics.

All-In Cost Per Booked (Illustrative)

When comparing DIY vs Work with Nef, stack media + conversion ops:

Line itemExample (plumber)
Monthly ad spend (LSA/Meta)$2,000
Booked jobs from paid18
Ad cost per booked~$111
Managed performance @ $125/booked (Pro)$2,250
All-in per booked~$236

If gross profit per booked job is $250+, performance pricing often beats a flat retainer at the same ad spend. Your trade adjusts the per-book fee on the fit call — see client economics on Work with Nef.

2. Review Velocity Forecaster

How many reviews do you need to maintain strong GBP visibility?

3. Ad Budget Planner (Seasonal)

Plan spend for peak seasons — especially HVAC and roofing.

Seasonal examples: Ramp HVAC LSA before AC and heat peaks (HVAC playbook). Pre-stage roofing Meta + GBP storm offers (Roofing playbook).

Monthly Workflow

  1. Run the Channel ROI Simulator for each paid source.
  2. Compare cost-per-booked-job to trade baselines.
  3. Use Review Velocity to set a realistic ask goal for your crew.
  4. Re-run Ad Budget Planner before seasonal ramps.
  5. Log results in the weekly metrics checklist.

When Numbers Look Bad

SignalLikely fix
High CPL, low bookingsLead-to-Close hubSpeed-to-Lead + Scripts
Low close rate one sourceFollow-Up + On-Site Close — or Scorecard
Strong ROI one channelIncrease budget 15–25% weekly until capacity binds
Few reviewsTemplates review SMS + GBP Posts
Ads fine, jobs not bookingFix conversion stack before more spend — Lead-to-Close

See What to Track for the full metric list and four KPIs, the Ultimate Guide for channel priorities, and case studies: Plumber · HVAC · Roofing · Electrical · Landscaping · Pest control · Booked Job Machine pilot.

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