Tutorialthe whole build, step by step

Dials per appointment: the call center number that shows money or noise

Dials divided by appointments that passed QA, counted the same way every week: the bottom number, the sheet, the formulas, and what to check when it creeps up.

By Eric Snyder, founder 12 min readChecked on Oct 25, 2026
Save this guidereceiptsgroup.com/guides/dials-per-certified-appointment
SetupAbout 30 minutes for the sheet, once you know where your dial count and your QA results live
Running costNothing new: anyone with a Google account can make the sheet, and Claude's free plan works for the prompts
You needYour dialer's dial count by week, and which appointments passed QA (a QA log or your CRM)
Works forAny phone floor that books in-home appointments: roofing, windows, HVAC, plumbing, remodeling
In this guide
Start here
  1. Start here: paste this into ChatGPT or Claude
The number
  1. How the pieces connect
  2. Pick the bottom number on purpose
  3. Set up the sheet
  4. Watch it every week
  5. Example (made up)
Copy and use
  1. First test: your last 10 dialing days (free)
  2. What it costs
  3. When it breaks
  4. Sources, checked Oct 25, 2026

Our phone floor sold $715,000 in August 2026 on about $41,000 to run it ($620,000 after cancellations; my own company's figures). The number I watch on that floor isn't the sales number, and it sure isn't the dial count. It's dials divided by appointments that passed QA, and it tells you if your dials are making money or making noise.

Ours is 375 dials per certified appointment, from ten dialing days: 7,134 dials and 19 certified. Certified just means it passed QA. A second person calls the homeowner back and checks four things: we're talking to the homeowner, everyone who makes the decision will be there, the product's right, and the time works. People hear 375 and they're like, that's terrible. I get it. But it's the most useful number we've got, because a dial count by itself tells you the phones were busy, and that's all it tells you.

I'm not saying one number sold $715,000. A floor is a lot of things. It's the number that tells me whether the dials are worth paying for.

And the part people get wrong is the bottom number. I don't mean leads or conversations or even booked appointments. I mean the ones that passed your check. So here's the whole setup: how to pick the bottom number, a Google Sheet with the formulas, the weekly read, what to check when it creeps up, a first test on your last ten dialing days, and a prompt that has Claude or ChatGPT walk you through it. Your list, your market and your hours will give you a different number than mine, so don't borrow mine. Go measure yours.

Checked on Oct 25, 2026

Start herepart 1

Start here: paste this into ChatGPT or Claude

Not technical? Start here. Copy this prompt into ChatGPT or Claude (the free versions work) and it walks you through the whole guide, one step at a time, in plain English. It asks before it assumes anything and checks with you before anything that costs money, reaches a real customer or deletes something. The rest of the page is the same guide, written out, if you'd rather do it yourself.

PromptThe walkthrough prompt (copy all of it)
Hi! Please be my patient guide for this step-by-step guide from Receipts Group: "Dials per certified appointment: the one number to watch every week"
The guide is here: https://receiptsgroup.com/guides/dials-per-certified-appointment (open it if you can; if you can't, everything you need is below).

About me: I run a home-service business with people on the phones booking in-home appointments, and I'm not technical. Use plain words and short sentences.

My goal: one number I watch every week that tells me whether my dials make money or noise: dials divided by certified appointments. Certified means the appointment passed my QA check: someone other than the setter called the homeowner back and confirmed four things. We're talking to the homeowner, everyone who makes the decision will be there, the product is right, and the time works. The bottom number is only the appointments that passed. Leads, conversations and booked appointments don't count. I measure my own number; nobody else's number is a target for me.

How to help me:
1. One step at a time. For each step, tell me in a sentence what it's for and exactly what to do (where to click, what to type, who to ask). Then stop and wait until I say "done" or tell you what I see.
2. Ask before you assume anything about my business, my dialer, my team, my sheet or my numbers. One question at a time.
3. If you use a technical word, explain it in plain English the first time (for example: dial, dialer, QA, certified, pending, baseline, bottom number, formula, cell, column, tab, sparkline).
4. Stop and check with me before anything that costs money (signing up for a tool or a paid plan), anything that reaches a real customer (calling homeowners, changing my dialer's settings, my lists or my calling hours), and anything that deletes something (clearing cells, deleting rows or tabs).
5. Use only what I tell you or show you. Never make up numbers or results, and don't compare my number to anybody else's. If something's missing, ask me.
6. If I paste anything, remind me first to take out homeowners' names, phone numbers and addresses.

The steps, from the guide:

Step 1. Pick the bottom number on purpose.
Help me write down, in a sentence each: what counts as a dial (every call attempt my dialer placed, answered or not: no-answers, voicemails, busy signals and hang-ups all count), what counts as booked, and what my QA check is (the four things above, or mine if I already have one). Ask me what happens to an appointment QA can't reach, and write that rule down too. If I don't have a QA callback yet, tell me that's the first thing to set up, and help me pick who does it: someone other than the setter who booked it.

Step 2. Make the sheet.
Help me make a Google Sheet (sheets.google.com) with one tab for one floor or one list. Row 1 is the headers, then one row per week starting on row 2:
A Week starting, B Dials, C Booked, D Certified, E Pending QA, F Dials per certified, G Booked that passed QA, H Change vs last week, I Change vs baseline, J Floor cost (optional: payroll, dialer, phone lines, lists), K Cost per certified, L What changed (notes, no names).

Step 3. Fill in one row per week.
B comes from my dialer's report for that week. C, D and E come from my QA log or my CRM. Certified counts in the week the appointment was booked, not the week QA passed it, so both numbers come from the same dials. Ask me what dialer and CRM I use and help me find where each number lives. Don't guess menu names: if you're not sure, tell me to look for the call report for a date range.

Step 4. Add the formulas.
Walk me through typing these exactly as written:
Row 2 (your first week):
F2  =IF(D2=0,"none certified",ROUND(B2/D2))
G2  =IF(C2=0,"none booked",D2/C2)
I2  =IFERROR(F2/$O$4-1)
K2  =IF(D2=0,"none certified",ROUND(J2/D2))

Row 3 (your second week), the same four with 3, plus H:
F3  =IF(D3=0,"none certified",ROUND(B3/D3))
G3  =IF(C3=0,"none booked",D3/C3)
H3  =IFERROR(F3/F2-1)
I3  =IFERROR(F3/$O$4-1)
K3  =IF(D3=0,"none certified",ROUND(J3/D3))

Every new week: the same five formulas with that row's
number (row 4 uses B4, C4, D4, J4, and F4/F3 in H).
$O$4 always stays $O$4: that's your baseline.

Step 5. My baseline: my last 10 dialing days.
Help me fill in N1 to O6:
N1  Baseline: last 10 dialing days ([first day] to [last day])
N2  Dials                 O2  [the total from your dialer for those days]
N3  Certified             O3  [booked in those days and passed QA]
N4  Dials per certified   O4  =ROUND(O2/O3)

N6  Trend                 O6  =SPARKLINE(F2:F60,{"empty","ignore";"nan","ignore"})

Step 6. Read it every week.
Once QA has finished with last week (E is 0), fill in its row and read F. G, H and I show decimals: 0.10 in H means 10% more dials per certified appointment than the week before, and 0.71 in G means 71 out of 100 bookings passed QA. Help me read it like this:
- Dials up, booked flat: more dials aren't turning into bookings. Look at the list, the calling hours and the dialer.
- Booked steady, certified down (G falling): bookings are missing a QA check. Look at which check misses most.
- Dials down, number flat: fewer dials, same result per dial. That's staffing or hours, not quality.
- The number drops fast: before celebrating, check that QA's check didn't get looser and nobody started counting booked as certified.
- Small weeks: with only a handful of certified appointments, one more or one less moves the number a lot, so read two weeks together.
If the number creeps up, help me find what changed (column L) before anyone buys more dials. Before I change my dialer's pace, my list or my calling hours, remind me to check the calling rules (federal and my state's) with my lawyer.

Rules: this is my number, from my list, my market and my hours. Don't tell me what a good number is. Help me watch mine.
The numberparts 2 to 6

How the pieces connect

Two numbers from two places, one division, once a week. The dials come from your dialer. The bottom number comes from QA. The sheet puts them side by side.

  1. 1
    DialsYour dialer's report: every call attempt that week→ the top number
  2. 2
    BookedYour setters, at the end of the call→ appointments waiting on QA
  3. 3
    CertifiedThe QA callback: homeowner, decision makers, product, time→ the bottom number
  4. 4
    The sheetOne row per week: dials divided by certified→ your dials per certified appointment
  5. 5
    The weekly readThis week against last week and your baseline→ steady, or creeping up (paying for noise)

Certified counts in the week the appointment was booked, so both numbers come from the same dials. Read a week once QA has finished with it.

Words you'll see

  • Dial: one call attempt, answered or not. A no-answer is a dial. So is a voicemail.
  • Dialer: the software that places your floor's calls.
  • Setter: the person on the phone who books the appointment.
  • QA: quality assurance. Here it's someone other than the setter who calls the homeowner back and checks the appointment.
  • Certified: an appointment that passed QA.
  • Pending QA: booked, but QA hasn't finished with it yet.
  • Baseline: your own starting number, from your last ten dialing days. It's what you compare every week against.
  • CRM: the software where you keep your customers and appointments.

Pick the bottom number on purpose

The top number is easy: dials. The bottom number is where it goes wrong, because every choice gives you a nicer-looking number than the one that matters. Here's what each one actually tells you.

Dials divided by any of the first three gives you a smaller, nicer number. It just doesn't tell you whether the dials pay.
If the bottom number is...It tells youWhy it isn't the one
LeadsHow big the list isYou haven't talked to anybody yet
ConversationsSomebody picked upA pickup isn't an appointment
Booked appointmentsSomebody said yes to a timeNobody's checked it. A tenant, a missing spouse or the wrong product still counts here
Certified: passed your QAA second person confirmed the homeowner, every decision maker, the product and the timeThis is the one

Our check, if you don't have one

On our floor an appointment is certified when QA, someone other than the setter, calls the homeowner back and all four come back yes:

  1. We're talking to the homeowner. The tenant or whoever picked up doesn't count.
  2. Everyone who makes the decision will be there. The spouse, the partner, whoever decides.
  3. The product's right. They want windows, a window rep goes.
  4. The time works. Day, date and time read back, and a clear yes.

Miss one, and it doesn't count. If you use a different check, that's fine. Write it down and use the same one every week.

Set up the sheet

  1. Write down what counts

    Four sentences, on paper or at the top of the sheet. A dial is every call attempt the dialer placed, answered or not: no-answers, voicemails, busy signals and hang-ups all count. If your dialer shows both dials and connected calls, take dials. Booked is an appointment your setter set. Certified is one that passed your QA check. And the one people skip: what happens to an appointment QA can't reach. Pick a rule (how many tries, and by when) and once it runs out, that appointment counts as booked, not certified.

  2. Make the sheet

    Wheresheets.google.com (or a new tab in a sheet you already use)

    One tab per floor, or per list if you run more than one. Mixing two lists in one row hides which one is the noise. Numbers only: homeowners' names, phone numbers and addresses stay in your CRM.

    The sheet's columns
    THE DIALS PER CERTIFIED SHEET: one tab per floor or list
    (numbers only: no homeowner names, phone numbers or addresses)
    
    Row 1 is the headers. One row per week, starting on row 2.
    
    A  Week starting      the Monday (or whatever day your week starts)
    B  Dials              every call attempt the dialer placed that week,
                          answered or not
    C  Booked             appointments set that week
    D  Certified          of the ones booked that week, how many passed QA
    E  Pending QA         of the ones booked that week, how many QA
                          hasn't finished yet
    F  Dials per certified          (formula)
    G  Booked that passed QA        (formula)
    H  Change vs last week          (formula, from row 3)
    I  Change vs baseline           (formula)
    J  Floor cost         optional: what the floor cost that week
                          (payroll, dialer, phone lines, lists)
    K  Cost per certified           (formula)
    L  What changed       new list, new setter, new hours, script change...
                          (no names)
    
    Your baseline goes off to the side, in N1 to O6 (next step).
  3. Fill in one row per week

    Dials come from your dialer's call report for that week. Booked, Certified and Pending QA come from your QA log or your CRM. The rule that keeps it honest: an appointment counts in the week it was booked, not the week QA passed it. A Friday booking that QA passes on Monday belongs to Friday's week, because that's the week whose dials made it.

    Every dialer and CRM puts its reports somewhere different, so I'm not going to guess your menus. Look for the call report you can run for a date range.

  4. Add the formulas

    Type each one into the cell named on its left, exactly as written. They do the dividing for you. G, H and I show decimals: 0.71 in G means 71 out of 100 bookings passed QA, and 0.10 in H means 10% more dials per certified appointment than the week before. A minus sign means it went down.

    The formulas (cell, then what to type)
    Row 2 (your first week):
    F2  =IF(D2=0,"none certified",ROUND(B2/D2))
    G2  =IF(C2=0,"none booked",D2/C2)
    I2  =IFERROR(F2/$O$4-1)
    K2  =IF(D2=0,"none certified",ROUND(J2/D2))
    
    Row 3 (your second week), the same four with 3, plus H:
    F3  =IF(D3=0,"none certified",ROUND(B3/D3))
    G3  =IF(C3=0,"none booked",D3/C3)
    H3  =IFERROR(F3/F2-1)
    I3  =IFERROR(F3/$O$4-1)
    K3  =IF(D3=0,"none certified",ROUND(J3/D3))
    
    Every new week: the same five formulas with that row's
    number (row 4 uses B4, C4, D4, J4, and F4/F3 in H).
    $O$4 always stays $O$4: that's your baseline.
    IF, ROUND and IFERROR are Google Sheets functions. IFERROR leaves the cell blank when there's nothing to compare yet. The dollar signs in $O$4 make it an absolute reference (Google's help pages are in the sources).
  5. Measure your baseline: your last 10 dialing days

    Ten days you actually dialed, not ten calendar days. Add up the dials from your dialer for those days, and count the appointments booked in those days that passed QA. That's your starting number. The trend line in O6 draws F as a little line chart inside the cell, so you can see the creep without reading every row.

    The baseline and the trend (off to the side)
    N1  Baseline: last 10 dialing days ([first day] to [last day])
    N2  Dials                 O2  [the total from your dialer for those days]
    N3  Certified             O3  [booked in those days and passed QA]
    N4  Dials per certified   O4  =ROUND(O2/O3)
    
    N6  Trend                 O6  =SPARKLINE(F2:F60,{"empty","ignore";"nan","ignore"})
    SPARKLINE draws a line chart inside one cell. The two options tell it to skip blank cells and the "none certified" text.

Watch it every week

Pick a day, the same one every week. Fill in last week's row once QA has finished with it (Pending QA is 0), then read three things: F, the number itself; H, how it moved from last week; and I, how far it's drifted from your baseline.

Column I is the one I'd stare at. A creep is a couple of percent a week, which looks like nothing in H, and it adds up. If it creeps up, you're paying for noise. Before anybody buys more dials, find out what changed. That's what column L is for.

With only a handful of certified appointments in a week, one more or one less moves the number a lot. Read two weeks together.
What movedWhat it points atWhat I'd check
Dials up, booked flatMore dials aren't turning into bookingsThe list (how old it is, how many times each number's been called), the hours you're calling, the dialer's settings
Booked steady, certified down (G falling)Bookings are missing a QA checkWhich of the four checks misses most in your QA log, and the end of your setters' calls
Dials down, number flatFewer dials, same result per dialStaffing and hours. That's a volume problem, not a quality one
Number drops fastCould be real, could be countingDid QA's check get looser? Did somebody start counting booked as certified? Then celebrate
One week jumps, the next comes backUsually how it was countedWas Pending QA 0 when you read it? Was it a week with only a handful of certified?

Want it in dollars? Put what the floor cost that week in J (payroll, dialer, phone lines, lists) and K shows what one certified appointment cost you. Whether that makes money depends on what your sits close for, and that's your number, not mine.

Example (made up)

Example (made up): five weeks on one floor. These are invented numbers to show the arithmetic, not anybody's results.

Example (made up). Pending QA was 0 for every week before it was read.
WeekDialsBookedCertifiedDials per bookedDials per certifiedBooked that passed QA
13,00014102143000.71
23,10015102073100.67
33,0501691913390.56
43,2001781884000.47
53,1501871754500.39

Here's what the usual dashboard shows: dials up, bookings up every single week, everybody high-fiving. Divide by booked and it even looks like the floor's getting better, 214 down to 175. Divide by certified and it went from 300 to 450 dials for every appointment that passed QA. Same dials, opposite story.

And G says where: fewer and fewer bookings pass QA. That points at the bookings, not the list. So the fix in this example is the end of the setters' calls, not more dials. It's like judging a fishing trip by how many times you cast.

Copy and useparts 7 to 9

First test: your last 10 dialing days (free)

Before you change anything, measure where you are. Take your last ten dialing days, add up the dials, count the appointments booked in those days that passed QA, and divide. That's your baseline, and it costs nothing but the time.

Good: one number you can say out loud with its days and its check, like "so many dials per certified appointment, over these ten days, QA'd this way." What you'll probably find: some appointments nobody can say passed or failed QA. That's the first thing to fix: every booking gets a QA result.

Once you have a few weeks, paste them into this prompt and it reads them for you. Before you paste: numbers only, no names. In Claude you can also choose whether your chats help improve its models: Settings → Privacy → Help Improve our AI models.

PromptRead my weeks
Here are the weekly numbers from my phone floor. Please read them for me in plain words.

What the columns mean:
- Dials: every call attempt the dialer placed that week, answered or not.
- Booked: appointments set that week.
- Certified: of the ones booked that week, how many passed QA (a callback by someone other than the setter confirmed the homeowner, every decision maker, the product and the time).
- Pending QA: of the ones booked that week, how many QA hasn't finished.
- Dials per certified: dials divided by certified.
My baseline is my last 10 dialing days: [dials] dials, [certified] certified.

Please tell me:
1. For each week, dials per certified, and whether it went up or down from the week before and from my baseline.
2. Any week where Pending QA isn't 0. Tell me to wait on that week instead of reading it.
3. Any week with only a handful of certified appointments, where one more or one less would move the number a lot.
4. Whether dials per booked and dials per certified are moving in different directions, and what that points at: the list, the hours and the dialer (more dials aren't turning into bookings), or the bookings themselves (they're missing a QA check).
5. Up to three questions I should ask my team about what changed.

Rules: use only the numbers I paste. Never guess a number I didn't give you. Don't compare my numbers to anybody else's or tell me what a good number is.

My weeks (week starting, dials, booked, certified, pending QA):
[paste them here: numbers only, no names]

Good: it flags weeks still waiting on QA and small weeks, and points at the list or the bookings using your columns. Bad: it tells you what a "good" number is, or fills in a week you didn't give it. Tell it: "Use only the numbers I pasted."

What it costs

Checked 2026-10-25 on claude.com/pricing and Google's Sheets page. Prices change, so check before you buy.
WhatPlanPrice
The check, the sheet layout and the promptsNone$0
Google SheetsYour Google accountGoogle says anyone with a Google Account can create in Sheets; some Gemini features need a paid Workspace plan (not needed here)
Claude (the prompts)Free$0
Claude, if you want more usePro$20 a month billed monthly, or $17 a month billed yearly ($200 up front)
ChatGPTSee OpenAI's pricing pageNot checked: OpenAI's pricing page didn't load for us on 2026-10-25
Your dialer and your QA callbacksWhatever you already payThis check adds nothing to them

When it breaks

#DIV/0! in O4
The sheet is dividing by zero: O3 (your baseline's certified) is empty or 0. Fill it in. If it really is 0 over ten dialing days, that's your answer, and the fix starts with QA and the bookings, not the sheet.
F says "none certified"
Zero appointments passed QA that week: dials with nothing to show for them. Check that Pending QA is 0 first. If it is, find out what changed that week before the next one.
The number jumps one week and comes back the next
Either QA wasn't finished when you read it (Pending QA wasn't 0), or it was a small week. Wait for QA, and read small weeks two at a time.
Two reports give you two different dial counts
One counts every attempt, the other counts connected calls, or one counts per agent. Pick one report and one definition, write it at the top of the sheet, and use it every week.
Fridays' appointments keep landing in the next week
They're being counted on the day QA passed them. Count each appointment in the week it was booked.
The number drops fast
Check before you celebrate. Did QA's check get looser? Did someone start counting booked as certified? If the check changed, start a new baseline.
G is 1.00 week after week
Every single booking passes QA. Maybe your setters really are that good. Sit with QA for a few callbacks and make sure all four checks get asked.
H or I is blank
That's IFERROR doing its job: there's nothing to compare yet (it's the first week, last week says "none certified", or the baseline is empty).
A new row's numbers look wrong
Check the row numbers in its formulas match the row (row 7 uses B7 and D7, and F6 in H). $O$4 stays $O$4 in every row.
The trend in O6 is empty or stops early
F has no numbers yet, or your weeks go past row 60. Change F60 to a bigger row number.
The AI makes up a number or tells you what's "good"
Tell it: "Use only the numbers I pasted. Don't compare my numbers to anybody else's."
ChatGPT or Claude can't open the guide link
That's fine. Everything it needs is in the walkthrough prompt. Tell it to keep going without the link.

Count what passed, not the casts

Pick the bottom number on purpose, count it the same way every week, and when it creeps up, find out why before you buy more dials. A giant green dial count only tells you the phones were busy.

It's how our own floor counts, and how the call floors we build count: an appointment counts once it passes QA.

Checked on Oct 25, 2026 against

Every claim about a third-party tool in this guide (plans, prices, menu paths, commands, limits) was checked against these official pages on Oct 25, 2026. These screens change often: if something looks different, trust the page over this guide.

Rather skip the setup?

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Receipts Group builds these systems. Thirty minutes with Eric tells you which piece is worth building first, or that none of them are. The guides stay free either way.

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