Why customers actually bought, in their own words — logged internally right after Estimate Approved (see SP09).
Each of these needs data this dashboard doesn't pull yet — not a recombination of what's already here.
Response time, close rate, and deal size per rep — needs GHL's assignedTo field plus a Users lookup to turn IDs into names.
Reply rates, follow-up response times, no-show rates — needs GHL's Conversations/Calls API, a separate integration from what this report pulls today.
Which stages and automations the team actually uses — GHL doesn't expose usage/login data to integrations. The real path here is designing SmartBuild's own automations to log activity into custom fields as they fire, not pulling it from GHL directly.
Every recommendation from this report, compiled into one checklist to work through before the next cycle.