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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).
| Status | Estimates | Total | Weighted |
|---|---|---|---|
| Draft | 0 | $0.00 | $0.00 |
| Sent | 0 | $0.00 | $0.00 |
| Viewed | 0 | $0.00 | $0.00 |
| Hot | 0 | $0.00 | $0.00 |
| Won – Needs Scheduling | 0 | $0.00 | $0.00 |
| Won – Scheduled | 0 | $0.00 | $0.00 |
| Lost | 1 | $469.00 | $0.00 |
| Lost – Re-contact | 0 | $0.00 | $0.00 |
| Hot Lead | 0 | $0.00 | $0.00 |
| Waiting on HOA | 0 | $0.00 | $0.00 |
Win Rate by Template
| Template | Won | Lost | Win rate | Won $ |
|---|---|---|---|---|
| Lawn Care: Good / Better / Best (Example) | 0 | 1 | 0% | $0.00 |
Win Rate by Salesperson
| Salesperson | Won | Lost | Win rate | Won $ |
|---|---|---|---|---|
| Dana Office | 0 | 1 | 0% | $0.00 |
Average days to close—
Won estimates0
Add-on Take Rate
| Add-on | Taken | Rate | Sold $ |
|---|---|---|---|
| Soil Builder - 4 Visit | 0 of 1 | 0% | $0.00 |
| Fire Ant & Flea - 2 Visit | 0 of 1 | 0% | $0.00 |
Lost Reasons
| Reason | Estimates | Value lost |
|---|---|---|
| Price | 1 | $469.00 |
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.