Strategic Overview
2026 Roadmap Progress & Trends
Live Data
VIEW:Mar '25 - Feb '26
Period Revenue
$2.98M
23,741 services
Current Plus Mix
29%
↑ 3% vs start
Avg Ticket (Plus)
$170
vs $105 Basic
Trend Direction
↗ Up
Recent vs prior half
🎯Goal 2: Plus Mix TrendTarget: 20%
Plus Mix %20% Target
Gap to goal: -9.0 percentage points
💰Revenue Trend
Avg monthly: $249k
Period total: $2.98M
📊Goal 1: Lead ConversionNeeds Setup
Close Rate Tracking Not Available
Need lead tracking infrastructure to measure conversion rates
Required:
- • GTM/GA4 lead events
- • Lead → Customer connection
- • Source attribution
💰Revenue StructureAll-time totals
HomeSafe Basic
$1.59M
46.1% of revenue$105/avg
Primary upgrade source → Plus tier
HomeSafe Plus
$1.24M
35.9% of revenue$170/avg
Target tier for upgrades
HomeSafe Premium
$622k
18.0% of revenue$120/avg
High-value retention focus
Visibility Gaps (Phase 1 Priorities)
Close Rate by Source
Which channels convert best?
Lead Response Time
How fast are CSRs following up?
Upgrade Conversion
What % of Basic move to Plus?
Tech Upsell Performance
Field opportunity capture rate