ShopFloor Pulse — Platform

Your numbers tell the story.
We translate it.

Pulse runs a structured diagnostic across your operational KPIs, benchmarks your performance against industry standards, and identifies the exact patterns holding your business back — before recommending a single change.

What We Measure

20+ KPIs across 5 operational categories.

Every assessment captures the inputs that matter most for a trades business — then calculates the ratios and rates that reveal how your operations actually perform.

Marketing & Demand

Lead generation & pipeline

Lead VolumeLead Source MixCost Per LeadRepeat RateReferral Rate

Sales & Conversion

Estimate-to-close performance

Close RateAvg Job ValueQuote TurnaroundSales CycleUpsell Rate

Operations & Execution

Field efficiency & delivery

Technician UtilizationCallback RateJobs Per TechFirst-Time FixSchedule Adherence

Finance & Profitability

Margin & cash position

Gross MarginNet MarginRevenue Per TechOverhead RatioAR Days

HR & Scaling

Team capacity & retention

Turnover RateTime-to-HireRevenue Per EmployeeTraining HoursManager Ratio

KPI names are shown here for reference. Formulas, weights, and benchmarks are proprietary to the Pulse platform and are not published externally.

The Process

Six steps from entry to insight.

The assessment takes under 15 minutes. What happens after you submit is where the real work begins.

01

Enter Your Numbers

Answer structured questions across your 5 operational categories. Plain-language inputs — no accounting background required.

~15 minNo logins needed
02

Validation & Quality Check

31 validation rules check your inputs for internal consistency and completeness. Flagged entries are resolved before scoring begins.

31 rulesSpam gate
03

KPI Calculation

25 calculated KPIs are derived from your 32 inputs — ratios, rates, and efficiency scores that reveal what raw numbers can't.

25 calculated32 inputs
04

Industry Benchmarking

Each KPI is ranked against trades-specific benchmarks. You see exactly where you stand — strong, developing, or at-risk.

Percentile rankingTrades-specific
05

Personality Diagnosis

Your KPI pattern is matched against 9 canonical business personalities — a weighted rule engine identifies which profile fits your data.

9 personalitiesRule-weighted
06

Roadmap Generation

A sequenced rollout roadmap is generated — solution packets ordered by your personality, growth stage, and department priority.

Dual-trackDept-by-dept

Industry Benchmarks

Generic advice doesn't move numbers.
Benchmarks do.

Most operators compare themselves to gut feelings. Pulse compares you to the real performance distribution across trades businesses at your revenue band.

Without Pulse

No idea how your close rate compares to similar businesses

Advice is generic — "improve your margins" without context

Improvements feel random — no sequence, no priority

Hard to know if your numbers are actually a problem or just normal

With Pulse

Percentile ranking shows exactly where each KPI sits vs. industry

Diagnosis is specific to your business type and growth stage

Roadmap is sequenced — highest-leverage improvements first

Monthly reassessment tracks real movement over time

20+

KPIs tracked across 5 operational categories

9

Business personality archetypes identified by the engine

6

Growth stages calibrated for trades-specific revenue bands

Find out which business you're running.

The free assessment takes under 15 minutes. You'll get your business personality, growth stage, benchmarked KPIs, and a prioritized roadmap — all from one submission.

No credit card requiredResults in under 15 minutesBuilt for trades businesses