Estimate Reports

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Estimate Reports
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Pipeline by Status

Weighted = total × the status's win chance (or the estimate's own).

StatusEstimatesTotalWeighted
Draft0$0.00$0.00
Sent1$392.84$117.85
Viewed0$0.00$0.00
Hot0$0.00$0.00
Won – Needs Scheduling0$0.00$0.00
Won – Scheduled0$0.00$0.00
Lost0$0.00$0.00
Lost – Re-contact0$0.00$0.00
Hot Lead0$0.00$0.00
Waiting on HOA0$0.00$0.00

Win Rate by Template

TemplateWonLostWin rateWon $
Lawn Care: Good / Better / Best (Example)00—$0.00

Win Rate by Salesperson

SalespersonWonLostWin rateWon $
Dana Office00—$0.00
Average days to close—
Won estimates0

Add-on Take Rate

Nothing yet.

Lost Reasons

Nothing yet.

Won: Sold vs Calculated

Negative = a discount was given against the calculated price.

Nothing yet.

Won: Sold vs Actual

Actual minutes come from the started and finished times on the Services made from each line.

Nothing yet.

Quick Calc

Type a rate, mix or unit question, or tap an example.

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