Holiday Lights Analytics (Clean Estimate V1)

V1 reference with a current V2 subset: Current V2's Reports page has a Holiday lights card covering seasonal revenue, term mix, close rate, rebooking rate, installs/takedowns, open service calls, weather holds, shrinkage, and inventory, described below. A teammate with the Export data permission can export it (holiday_lights_report); see Reporting Overview.

In V1, Holiday Lights Analytics was the specialty report for a holiday program inside the shared analytics navigation.

Current V2: Holiday Lights Report (Reports Page)

Open Business > Reports, then the Holiday Lights card, or go straight to /reports/holiday-lights. It has its own page and report-tab entry, and shows, for the selected range and location:

• Total revenue, Contracts, and Average contract: the accepted

value, count, and average of holiday-lights estimates accepted in the range (V1's "Contract value"/"Contract volume")

• Term mix: the count and revenue of those same accepted contracts, split

into 1-year, 3-year, and other. V2 has no dedicated contract-term column; this reads the term saved on the customer's accepted option itself. A contract lands in Other when its saved pricing carries no usable 1-year or 3-year term, such as a legacy or malformed snapshot.

• Close rate: accepted divided by sent, scoped to holiday-lights

estimates, with the accepted/sent counts shown alongside

• Rebooking rate: of clients whose holiday-lights estimate was accepted

before this range (the prior-season cohort), how many had a renewal estimate accepted inside this range. V2 tracks this with a real link between a renewal estimate and the one it renewed from (renewed_from_estimate_id), rather than V1's client-name matching

• Installs completed and Takedowns completed: jobs completed in the

range

• Open service calls (as of now): Holiday jobs created with the

Service call job kind (V1's "Service call") that are currently Scheduled or In progress. V2's job-status list has no separate "Confirmed" state, so a scheduled service call counts as open the same as any other scheduled job. The office New job dialog shows a Kind select (Standard or Service call) whenever Job type is set to Holiday lights; choosing Service call there creates the job with that kind, and it counts toward Open service calls while it stays Scheduled or In progress.

• Weather holds (as of now): Holiday jobs currently on a weather hold

whose scheduled date is today or later, in the location's own time zone. Set or clear a job's weather hold from its detail page; see Managing Jobs.

• Shrinkage: return-sheet count and units recorded in the range
• Inventory value (as of now) and Low stock items (as of now):

current holiday-lights inventory, not windowed by the date range

Open service calls, weather holds, inventory value, and low stock items are all as of now — a current snapshot, not filtered by the selected date range. Export this card (holiday_lights_report) with the page's CSV/Print controls; the exported rows match exactly what the card shows, including the term-mix breakdown and the as-of-now operational counts. See Reporting Overview.

This is a different report from V1's: V1 shipped two divergent implementations behind one page (a date-range version and a season-year version that bucketed differently); V2 has one implementation, date-ranged in the location's own time zone.

What It Tracks (V1 Baseline)

• Seasonal revenue
• Contract volume
• 1-year versus 3-year mix
• Close rate
• Rebooking rate
• Inventory value and low-stock counts
• Strand-testing quality metrics
• Upcoming installs, takedowns, and service calls

Strand-testing quality metrics are out of scope for V2's parity target, not just unbuilt. Weather-hold tracking has since shipped as a real field on the job (see the Current V2 section above), not the out-of-scope item it once was here.

Date Filter

Use the date-range picker at the top of the page to jump to a preset window or enter exact start and end dates. This is useful when you want to isolate:

• a renewal push
• a short install surge
• a takedown and QC window
• a specific stretch of weather-related service activity

Best Uses

• Check rebooking before you start outbound renewals
• Watch inventory strain during installation peaks
• Keep QC and service calls visible while revenue is still climbing