Fil-Co Advisor Efficiency

Inspection → Quote Timing

by Haley Jennings · Fil-Co Solutions

Upload CSV(s)

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Load Advisor Efficiency data

Export each advisor tab (Adam, Robby, Jordan…) as CSV from Google Sheets. Upload them all at once or one after another — new files are added, not replaced. Hit Reset only when you want to clear everything and start over.

In Google Sheets open each advisor tab (Adam, Robby, Jordan…) or one Master Data tab
File → Download → Comma Separated Values (.csv) for each
Click Upload CSV and select all the files at once (or drag them onto this box)

Expected columns (flexible names): Date, Advisor, Customer Name, RO, Status, Hours to Estimate (or Time from completion to estimate sent), Notes

Choose CSV File(s)

Performance by Advisor

Advisor	Total ROs	On Time	% On Time	Not Sent	% Sent	Late / Other	Avg Hours to Est

Avg Hours: Inspection Complete → Estimate Sent

Overall Status Mix

Fil-Co Targets vs Industry Standards

Inspections Sent

Fil-Co: 100%

Industry best practice: 100% of completed DVIs estimated & presented (300% rule)

% On Time

Fil-Co: ≥ 85%

Shop goal — flag & coach below 80%

Avg Hours → Estimate

Fil-Co: ≤ 1.5 hrs

Ideal ≤ 60–90 min. Speed protects approvals (“time kills deals”)

Close Ratio (context)

Industry: 50–70%+

Strong advisors 70%+. DVI + fast quote lifts conversion

Fil-Co standard: Every completed inspection is sent. Estimate follows quickly. Jordan-level consistency (near 100% On Time, sub-1-hour averages) is the living benchmark for the team.

Snapshot Log (printable)

Save as often as you want (morning, mid-day, end of day). Each snapshot logs all advisors and every RO from the data currently loaded. Graphs stay on the main Print button, not here.

No snapshots yet. Load data, then click Save Snapshot to start the trend log.

Advisor Data Detail

Filter advisor: Status:

Date	Advisor	Customer	RO	Status	Hours	Notes

Training & Accountability Focus

1. ALWAYS SEND THE INSPECTION

Biggest pattern: “Not Sent” rows with notes that the customer had to ask, first-time customers, or “not much to note.” Rule: If an inspection was performed, it gets sent — no exceptions.

2. TARGET TIME

Ideal: under 60–90 minutes for standard jobs. Flag anything over 2–3 hours or next-day. Use the top performer as the living standard in huddles.

3. WEEKLY RHYTHM

Haley adds rows all week → exports CSV → uploads here (or just refreshes if already open). Review the scoreboard together. Celebrate consistency; coach the Not Sent pattern hard.

Coaching script: “We’re measuring one simple standard — every completed inspection leaves the building, and we move to estimate quickly. The numbers show who’s already living it.”