Home Services Performance Dashboards
- James Gifford
- Jul 15
- 2 min read
Updated: Oct 11
Two interactive dashboards built to explore the financial and operational realities of running a home services business, using synthetic data shaped by my real field experience and scaled to represent a larger regional operation.
🎯 Focus of the Analysis
The project centers on the business decisions that matter most:
Which services drive the highest margins
When and where crews are underused
Which services generate repeat work
How geography and seasonality shape demand
📊 Dashboards & Analysis
This analysis includes two separate Tableau dashboards that work together to provide a complete view of performance.
Financial Dashboard: Tracks revenue, profit, and margins to uncover where the business earns and loses money.
Operational Dashboard: Examines crew efficiency, workload balance, and repeat-client behavior to show how resources are used day to day.
Together, they connect financial outcomes with the operational patterns that drive them.
Scope | Link |
Financial | |
Operational |
🏗 Data Design
The dataset simulates two years of home service jobs across dozens of ZIPs. Each job includes pricing, costs, client info, payment status, and service type.
Key modeling features:
Direct costs (material, labor, travel) tracked per job
Repeat clients identified by job history
Bundled services handled at the job level
Realistic imperfections like late payments and missing costs
(Data modeled in Python, cleaned in Excel Power Query, and visualized in Tableau.)
🧾 Grounded in Real Experience
This project is inspired by real decisions from my time running an exterior cleaning business in Florida. The dataset mirrors common operational patterns, including:
Bundled jobs that improved efficiency and ticket size
Seasonal booking slowdowns and recovery periods
Repeat work driven by a few key entry-point services
These dashboards answer the same questions I faced weekly:
How do you fill slow days?
Which jobs are most profitable long-term?
Where are crews being underused?
Now, those decisions are backed by data.
🚀 Launch Dashboards
Access the live interactive dashboards on Tableau:
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