Business Expert | Revenue Leakage Scorecard

For property & service providers

Find the exact leakage hiding between prospect, client care, admin and systems.

This quick interactive scorecard calculates where time, money and client value may be leaking across your prospect-to-client journey, client communication, administration load, systems, handovers and follow-up rhythm.

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QuickDesigned to complete in minutes.

DetailedShows leakage by business area.

ActionableGives next steps needing attention.

Built for

▥ Property Services

⌂ Facilities

⚒ Trades

☑ Cleaning

↻ Maintenance

Interactive calculator

Complete the scorecard. Watch the report update live.

The calculation is based on the numbers entered below. The result shows monthly leakage, annualised leakage, time lost, area scores and the next steps that need attention first.

Business baseline

Enter the numbers needed to calculate leakage against revenue, margin and average opportunity value.

Monthly revenue ex GST

Gross margin %

Average opportunity / quote value

Active clients

Prospect-to-client leakage

Measures value lost when enquiries, quotes and follow-ups do not move cleanly into client conversion.

New leads per month

Current close rate %

Missed follow-ups per month

Quotes not followed up per month

Average response time to new prospects

Used for the score and next-step warning. Under 4 hours is strong; over 24 hours normally needs attention.

Admin and process time

Captures the true cost of manual admin, reporting, rework and management time spent holding process gaps together.

Admin hours per week

Internal hourly cost

Sales/admin follow-up hours per week

Rework / correction hours per week

Reporting / chasing information hours per week

Client care and communication

Shows leakage caused by inconsistent client touchpoints, unclear handovers, complaints and fragmented communication.

Missed client check-ins per month

At-risk client revenue %

Likelihood at-risk value leaves %

Communication channels used

Complaints / issue hours per week

Handover issue hours per week

Systems and visibility

Calculates leakage when tools, spreadsheets, email threads and records are not centralised or easy to control.

Number of systems / tools used

Monthly software / tool cost

Duplicate entry hours per week

Manual system reporting hours per week

Estimated system overlap / unused tool waste %

Use this for subscriptions or systems that overlap, are unused, duplicated or create manual work.

Live report

Your leakage report

The graphs below show where value is leaking. The next-step section then converts the calculation into practical action priorities.

Financial and time impact

Calculated from the numbers entered in the scorecard.

Monthly leakage$0

Annualised leakage$0

Recoverable at 35%$0

Time lost / month0 hrs

0%of monthly revenue

What needs attention first

Priorities are ranked by leakage value and operational risk.

Commercial next steps

Choose the right level of control.

Your scorecard will point to one of these pathways depending on where the biggest leakage sits.

Client care foundation

Client Retention Advantage

Best when the biggest opportunity is improving the journey from first enquiry to retained client.

Prospect-to-client process improvement
Follow-up and client-care rhythm
Quote, onboarding and handover structure
Retention and referral touchpoints

Systems and growth layer

Systems Growth Advantage

Best when the business needs client care plus clearer systems, stronger reporting and better operating rhythm.

Everything in Client Retention Advantage
Systems and process review
Strategy refinement and improvement plan
KPI, reporting and automation opportunities

Executive control layer

Executive Control Advantage

Best when admin, communication and operational control need to be centralised and actively supported.

Everything in the first two levels
Administrative support and task control
All-in-one central communication system
Real-time visibility, records and workflows

Send your scorecard

Turn the numbers into an action plan.

Once the scorecard shows the leakage, the next move is to decide what should be fixed first: client follow-up, admin, communication, handovers, systems, or the full control layer.

Formula used:
Total leakage = prospect conversion leakage + client retention risk + admin/process time + communication/handover time + systems overlap and duplicate work. The scorecard calculates the result directly from your inputs.

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