Revenue Risk Monitoring · Alerts layer of Edge
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Revalytics · Revenue Risk Monitoring

Skip the dashboard.
Catch the signal.

You built the team. You trust the team. You don't have time to stare at a dashboard. Revenue Risk Monitoring is the alerts layer of Revalytics Edge - the signal that fires the moment a lead slips through. Delivered where you already are.

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Noise floor
0
Useless pings.
Setup
~1d
One connection.
Dashboard
None
Deliberately.
Typical morning · sample
9:14 ●●●● 5G ▮▮▮
9:14
Tuesday, April 22
Revalytics now
Lead declined · $4,200 est. job
CSR told caller "we're booked today" · capacity exists · 24 min until lost.
Revalytics 8:47 AM
Missed callback · $2,100 lead
Inbound from Google Ads at 8:12 · 2 rings · no voicemail · no callback logged.
Revalytics 8:03 AM
Daily scorecard ready
Yesterday: 12 jobs booked · $18,400 · 2 recovery wins · 1 leak to close.

Three alerts before 9:15 AM. No app opened.

The iceberg

For every $1M you book,
another $2.6M leaks.

Recovered typically
10–20%
Inside 90 days.
Of that leak
Recoverable
Most is reachable.

Shops with $1,200+ average ticket · Revalytics network data

The Gap

Phone rings.
Nobody calls back.

Trade businesses are built to take the call. Most aren't built to call back what they missed. That's where revenue walks. In the gap between "phone rings" and "someone reaches the prospect."

The lead that voicemailed you at 8:42 AM is calling your competitor at 8:48. The customer your CSR turned away because the schedule looked full. The follow-up your team meant to make and didn't. Each one is recoverable inside a 20 minute window. Past that, they're gone.

    Three ways leads slip

  • Missed calls
    Phone rings. Voicemail catches it. Callback never logged.
  • "Can't serve you today"
    CSR took the call but turned the lead away. The schedule looked full. The lead was real.
  • "I'll call you back"
    Promised callback. Never logged. Lead moves into the lost-revenue bucket at 20 minutes.

The Three Alerts

Three signals.
Nothing else.

If it's not one of these three, we don't send it. The product's job is to protect your attention. Not compete for it.
01 Recovery Window

When a lead
slips through.

Missed call. CSR turned the lead away. Callback promised but not logged. Alert fires within 5 minutes. You have 30 to call back before the lead is gone.

Recovery Window 9:14 AM
Reyes · $4,200 · 5 min
Plumbing emergency · voicemail at 9:09 · no callback logged · 25 min to recover
02 Lost Revenue

When the
window closes.

Past 20 minutes, the lead moves into the lost-revenue bucket. Tracked, counted, accounted for. Visibility into what slipped, so the team can fix the upstream pattern.

Lost Revenue 9:42 AM
Bucket · 4 leads · $11,800 today
2 missed calls · 1 declined ("can't serve today") · 1 callback promised, never made
03 Daily Scorecard

What happened
yesterday.

One message, first thing. Bookings, revenue, recoveries, leaks. Read in ten seconds. No tab to open. The one scheduled signal that replaces the morning dashboard check.

Daily Scorecard 8:03 AM
Yesterday: 12 booked · $18,400
2 recovery wins ($3,340) · 1 leak to close (Sanchez callback, $1,820)

Three signals. Not thirty. That's the product. Respect the operator's attention and the operator pays attention when it matters.

Anatomy of an Alert

Every alert, readable
in ten seconds.

Every alert contains four things. Nothing you have to hunt for. Nothing you have to log in to understand.

Recovery Window 9:14 AM · via dashboard
Reyes · $4,200 · 5 min
Plumbing emergency · voicemail at 9:09 AM · no callback logged. Recovery probability: high if you call back inside the next 25 minutes.
Call back Assign to CSR Mark closed
01 · Category
Color-coded priority
02 · The Number
Exactly what's at stake
03 · Context
Why we're sending this
04 · One Tap
Act in five seconds
  1. 01
    What kind of alert this is.

    Color-coded so you can read priority at a glance. Red for the recovery window, amber for lost-revenue boundary, green for the daily scorecard.

  2. 02
    Exactly what's at stake.

    Customer name, dollar value, minutes since the lead came in. The first thing the eye lands on, and often the only thing you need.

  3. 03
    Why we're sending this.

    The specific lead, the trigger (missed call, declined, callback promised), recovery probability, minutes left in the window. Enough to decide without opening anything else.

  4. 04
    What you can do in five seconds.

    Call back, assign to a CSR, mark closed. Done. No app to open.

Delivery

Three channels.
No new app.

Three channels. You pick which. We'll never pile them on.

01

SMS

Where your attention already lives. No app required. Tap to call back directly from the message.

02

in app Dashboard

Live alert feed inside Revalytics. Open it when you want the full picture, ignore it when you don't. Always current.

03

Email

Daily scorecard · weekly digest · escalations only. Three cadences, pick one or all.

The Restraint Promise

The product's job is to protect your attention, not compete for it. If an alert fires and you don't act, we don't send another one about the same thing. One signal. One chance. Your call.

What This Isn't

Want the full
pane? Get Edge.

Revenue Risk Monitoring is the alerts layer of Revalytics Edge. If you want the dashboard behind the alerts - the live pane, historical trends, team breakdowns - upgrade anytime. Same data, more visibility.

Where You Are ● Alerts Layer

Revenue Risk
Monitoring

The signal. Delivered where you already are. No dashboard to check.

  • Revenue-at-risk alerts (aging, cold, missed)
  • Missed-moment alerts (calls, callbacks, leads)
  • Daily scorecard (one message, first thing)
  • SMS · email · in app dashboard
  • One-tap actions (call, assign, snooze)
Upgrade To ● Full Dashboard

Revalytics Edge

Everything above, plus the live pane behind it. For when you want to see the whole picture, not just the alerts.

  • All Revenue Risk Monitoring alerts. Included.
  • Live revenue dashboard (CSR, techs, channels)
  • Historical trends and pacing against plan
  • Team-by-team performance breakdowns
  • Attribution: booked revenue back to ad spend
See Revalytics Edge

Upgrade anytime. Your alert history carries over. Existing rules stay active.

From the Field

"I don't log in. I get the text, I make the call, I move on. In the first 3 days we recovered 12 jobs we would have lost. None of my people would have caught them, because they weren't looking."
Brandon Redmond
Brandon Redmond
Owner · Transou's Plumbing & Septic

Individual customer result. Written permission on file.

Questions

Asked &
answered.

Won't my team see this as looking over their shoulder?

We thought hard about this. Alerts go to you, not to the team. Unless you route them to a CSR or a dedicated callback owner. The alerts don't blame individuals or publish leaderboards. They surface a revenue situation. What you do with it is up to you.

How much noise should I actually expect?

For most trade businesses in the $2M–$20M range: three to eight alerts per day. Plus the daily scorecard. If you're getting more, we tune it. The defaults are deliberately conservative because a noisy product is a dead product.

What systems does it pull from?

ServiceTitan, Housecall Pro, FieldEdge, Jobber, Service Fusion. The major FSMs. Plus native call tracking (built in) and ad platforms (Google, Google LSA, Meta, Yelp, Microsoft Ads, plus 10 more). One OAuth connection each. Most customers are live in under a week.

Can I turn it off or change thresholds?

Yes. Every alert type has a threshold you control. Dollar minimums, time windows, which channels. Pause for weekends, route to a manager when you're on vacation. Defaults are sane, but nothing is forced on you.

If I ever want the dashboard, what happens?

Upgrade to Revalytics Edge any time. Alert history carries over, all your thresholds stay active, nothing to reconfigure. You just gain the pane behind the alerts.

What does this look like for my shop?

Book a 20 minute demo first. We'll walk you through the platform on sample data from a real residential trade shop. If it's a fit, you sign up for a 14-day trial at the end of the call. We schedule onboarding to connect your FSM and ad platforms. Native call tracking is built in. The 14 days run on your real call volume and your real leads. No card required. Walk away anytime.

Live Calculator

Your revenue at risk -
live.

Adjust the sliders below. Numbers update in real time. Ballpark inputs are fine - the goal is a coaching number, not an audit.

All math is local to your browser. Nothing is sent, stored, or tracked.

Updating live

Revenue at risk · this week

$22,291

For this client, at these inputs.

Missed calls$8,415
Dropped quote follow-ups$3,400
Unrescheduled cancellations$2,890
Weak booking conversion$7,586
Annualized at this run-rate
$1,159,145
Book a Pressure-Test Call

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A second pair
of eyes.

Thirty minutes on a live call. Sample data first, your real call volume after. If the alerts don't earn their keep, walk away. No card, no commitment.

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20 min · Sample data · Then 14 days on yours

The alerts layer of Revalytics Edge. Built for operators who trust their team and want a second pair of eyes.