Estimates

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

Estimates At A Glance

Win Rate · 12 Months64%34 won, 19 lostOpen Value$158,449.3743 open · $24,255.45 weighted Sent Or Viewed3053% viewed Expiring In 7 Days5sent, not approved

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How to Use: Win rate counts approved and converted against declined and expired over 12 months.

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50 estimates

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Number	Customer	Type	Status	Total	Prob.	Weighted	Sent	Viewed	Salesperson
EX-0004	Morgan Ellis		Draft	$120,750.00	10%	$12,075.00			Dana Office
EX-0005	Morgan Ellis		Draft	$409.00	10%	$40.90			Dana Office
EX-0003	Morgan Ellis	+2	Draft	$8,060.00	10%	$806.00			Dana Office
EX-0002	Morgan Ellis		Draft	$3,025.00	10%	$302.50			Dana Office
EX-0001	Morgan Ellis	+1	Draft	$1,200.20	10%	$120.02			Dana Office
E-2026-0069 Renewal	Emily Rogers		Won – Needs Scheduling	$360.50	100%	$360.50	10/21/26	10/22/26	Dana Office
E-2026-0073 Addon	Betty Phillips		Draft	$241.92	10%	$24.19			Dana Office
E-2026-0070 Renewal	Karen Mitchell		Draft	$344.80	10%	$34.48			Dana Office
E-2026-0040	Sarah Jackson		Draft	$359.52	10%	$35.95			Dana Office
E-2026-0008	John Prejean		Draft	$366.66	10%	$36.67			Claire Gautreaux
E-2026-0084	Linda Cook		Draft	$2,345.00	10%	$234.50			Dana Office
E-2026-0058	Sam White		Draft	$416.64	10%	$41.66			Dana Office
E-2026-0002	Ron Edwards		Draft	$421.40	10%	$42.14			Dana Office
E-2026-0035	Tim Wilson		Sent	$554.86	30%	$166.46	10/20/26		Claire Gautreaux
E-2026-0093	Joseph Clark		Hot	$450.00	80%	$360.00	10/18/26	10/19/26	Dana Office
E-2026-0081	Richard Campbell		Sent	$1,140.00	30%	$342.00	10/19/26		Dana Office
E-2026-0023	Andrew Cox		Sent	$518.14	30%	$155.44	10/19/26		Dana Office
E-2026-0022	William Johnson		Draft	$416.64	10%	$41.66			Claire Gautreaux
E-2026-0063	Eric White		Won – Needs Scheduling	$590.00	100%	$590.00	10/14/26	10/17/26	Claire Gautreaux
E-2026-0088	Carol Gray		Sent	$1,620.00	30%	$486.00	10/18/26		Dana Office
E-2026-0067 Renewal	Amanda Bell		Viewed	$562.20	50%	$281.10	10/18/26	10/19/26	Dana Office
E-2026-0066 Renewal	Greg Patterson		Sent	$667.44	30%	$200.23	10/18/26		Dana Office
E-2026-0043	Ryan Green		Viewed	$475.30	50%	$237.65	10/18/26	10/21/26	Dana Office
E-2026-0020	Jonathan Carter		Waiting on HOA	$354.76	30%	$106.43	10/18/26		Dana Office
E-2026-0080	Karen Credeur		Won – Needs Scheduling	$4,028.00	100%	$4,028.00	10/15/26	10/16/26	Dana Office
E-2026-0082	David Babineaux		Hot	$4,720.00	80%	$3,776.00	10/17/26	10/18/26	Dana Office
E-2026-0025	Anna Martin		Viewed	$591.58	50%	$295.79	10/17/26	10/20/26	Dana Office
E-2026-0077 Addon	Sam Simoneaux		Viewed	$224.58	50%	$112.29	10/16/26	10/16/26	Dana Office
E-2026-0068 Renewal	John Roberts		Viewed	$607.56	50%	$303.78	10/16/26	10/17/26	Dana Office
E-2026-0007	Laura Duhon		Hot Lead	$530.38	80%	$424.30	10/16/26	10/17/26	Dana Office
E-2026-0065 Renewal	Steven Wright		Sent	$226.03	30%	$67.81	10/15/26		Dana Office
E-2026-0033	Daniel Walker		Sent	$524.26	30%	$157.28	10/15/26		Dana Office
E-2026-0057	Karen Bell		Viewed	$551.80	50%	$275.90	10/13/26	10/17/26	Dana Office
E-2026-0001	Claire Gautreaux		Waiting on HOA	$640.54	30%	$192.16	10/21/26		Claire Gautreaux
E-2026-0072 Addon	Sandra Carter		Viewed	$343.00	50%	$171.50	10/12/26	10/12/26	Dana Office
E-2026-0074 Addon	Sandra Kelly		Sent	$357.28	30%	$107.18	10/8/26		Dana Office
E-2026-0030	Joseph Price		Viewed	$409.50	50%	$204.75	10/7/26	10/9/26	Dana Office
E-2026-0050	Robert Ross		Viewed	$392.84	50%	$196.42	10/5/26	10/7/26	Dana Office
E-2026-0011	Brandon Reed		Viewed	$548.74	50%	$274.37	10/3/26	10/4/26	Claire Gautreaux
E-2026-0071 Addon	Nick Brown		Sent	$233.76	30%	$70.13	9/30/26		Dana Office
E-2026-0039	Chris Cooper		Sent	$527.32	30%	$158.20	9/29/26		Dana Office
E-2026-0029	Carol Bailey		Sent	$460.00	30%	$138.00	9/26/26		Claire Gautreaux
E-2026-0052	Nicole Baker		Sent	$449.96	30%	$134.99	9/25/26		Dana Office
E-2026-0010	Emily Johnson		Viewed	$350.00	50%	$175.00	9/24/26	9/27/26	Claire Gautreaux
E-2026-0037	Richard Sanders		Hot	$502.84	80%	$402.27	9/19/26	9/22/26	Dana Office
E-2026-0005	Gary Allen		Hot Lead	$557.92	80%	$446.34	9/13/26	9/16/26	Dana Office
E-2026-0044	Deborah Harris		Won – Needs Scheduling	$442.10	100%	$442.10	8/30/26	9/2/26	Dana Office
E-2026-0018	Claire Gautreaux		Won – Needs Scheduling	$464.24	100%	$464.24	7/1/26	7/4/26	Dana Office
E-2026-0062	Kevin Turner		Won – Needs Scheduling	$735.86	100%	$735.86	6/16/26	6/17/26	Dana Office
E-2026-0038	Greg Allen		Won – Needs Scheduling	$574.71	100%	$574.71	2/9/26	2/12/26	Dana Office