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$157,704.2343 open · $24,175.53 weighted Sent Or Viewed3053% viewed Expiring In 7 Days2sent, 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-2026-0073 Addon	William Davis		Draft	$219.48	10%	$21.95			Dana Office
E-2026-0070 Renewal	John Adams		Draft	$393.71	10%	$39.37			Dana Office
E-2026-0042	Gary Allen		Draft	$426.16	10%	$42.62			Claire Gautreaux
E-2026-0084	Linda Cook		Draft	$2,345.00	10%	$234.50			Dana Office
E-2026-0029	Nicole Baker		Viewed	$588.52	50%	$294.26	10/23/26	10/27/26	Dana Office
E-2026-0040	Susan James		Draft	$366.66	10%	$36.67			Dana Office
E-2026-0067 Renewal	Daniel Gray		Viewed	$446.30	50%	$223.15	10/21/26	10/22/26	Dana Office
E-2026-0074 Addon	Christine Smith		Sent	$343.00	30%	$102.90	10/20/26		Dana Office
E-2026-0072 Addon	Shirley Price		Viewed	$481.04	50%	$240.52	10/20/26	10/20/26	Dana Office
E-2026-0093	Joseph Clark		Hot	$450.00	80%	$360.00	10/19/26	10/20/26	Dana Office
E-2026-0081	Richard Campbell		Sent	$1,140.00	30%	$342.00	10/20/26		Dana Office
E-2026-0065 Renewal	Barbara Bennett		Sent	$392.37	30%	$117.71	10/20/26		Dana Office
E-2026-0060	Cynthia Gray		Draft	$409.50	10%	$40.95			Dana Office
E-2026-0088	Carol Gray		Sent	$1,620.00	30%	$486.00	10/19/26		Dana Office
E-2026-0054	Ryan Green		Draft	$361.90	10%	$36.19			Dana Office
E-2026-0003	Richard Sanders		Draft	$502.84	10%	$50.28			Dana Office
E-2026-0069 Renewal	Ashley Lewis		Won – Needs Scheduling	$466.33	100%	$466.33	10/16/26	10/17/26	Dana Office
E-2026-0080	Karen Credeur		Won – Needs Scheduling	$4,028.00	100%	$4,028.00	10/16/26	10/17/26	Dana Office
E-2026-0077 Addon	Stephanie Robinson		Viewed	$232.74	50%	$116.37	10/18/26	10/18/26	Dana Office
E-2026-0082	David Babineaux		Hot	$4,720.00	80%	$3,776.00	10/18/26	10/19/26	Dana Office
E-2026-0057	Emily Adams		Sent	$603.82	30%	$181.15	10/18/26		Dana Office
E-2026-0038	Robert Ross		Sent	$392.84	30%	$117.85	10/17/26		Dana Office
E-2026-0068 Renewal	Betty Ward		Viewed	$443.85	50%	$221.93	10/16/26	10/17/26	Dana Office
E-2026-0066 Renewal	Linda Robinson		Sent	$238.46	30%	$71.54	10/16/26		Dana Office
E-2026-0047	Joseph Price		Viewed	$536.50	50%	$268.25	10/16/26	10/18/26	Dana Office
E-2026-0011	Sarah Jackson		Waiting on HOA	$472.24	30%	$141.67	10/16/26		Claire Gautreaux
E-2026-0062	Paul Morris		Hot	$350.00	80%	$280.00	10/13/26	10/16/26	Dana Office
E-2026-0050	William Johnson		Sent	$416.64	30%	$124.99	10/13/26		Dana Office
E-2026-0043	Chris Cooper		Sent	$527.32	30%	$158.20	10/11/26		Claire Gautreaux
E-2026-0071 Addon	Betty Phillips		Sent	$241.92	30%	$72.58	10/8/26		Dana Office
E-2026-0039	John Prejean		Viewed	$481.42	50%	$240.71	10/6/26	10/10/26	Dana Office
E-2026-0036	Steven Ross		Viewed	$352.38	50%	$176.19	10/6/26	10/9/26	Dana Office
E-2026-0016	Elizabeth Jenkins		Sent	$366.66	30%	$110.00	10/6/26		Dana Office
E-2026-0034	Tim Wilson		Hot	$423.78	80%	$339.02	10/4/26	10/6/26	Dana Office
E-2026-0028	Laura Duhon		Viewed	$404.74	50%	$202.37	10/3/26	10/5/26	Dana Office
E-2026-0007	Nicole Benoit		Hot Lead	$640.54	80%	$512.43	10/3/26	10/4/26	Claire Gautreaux
E-2026-0058	Anna Martin		Sent	$452.34	30%	$135.70	9/27/26		Dana Office
E-2026-0064	Robert Richardson		Hot	$380.94	80%	$304.75	9/25/26	9/28/26	Claire Gautreaux
E-2026-0015	Andrew Lewis		Hot Lead	$564.04	80%	$451.23	9/20/26	9/23/26	Claire Gautreaux
E-2026-0005	Claire Gautreaux		Waiting on HOA	$530.38	30%	$159.11	10/22/26		Claire Gautreaux
E-2026-0023	Amanda Credeur		Won – Needs Scheduling	$357.14	100%	$357.14	8/24/26	8/27/26	Dana Office
E-2026-0010	Claire Gautreaux		Won – Needs Scheduling	$498.05	100%	$498.05	6/27/26	6/28/26	Claire Gautreaux
E-2026-0022	Mary Nelson		Won – Needs Scheduling	$810.50	100%	$810.50	6/6/26	6/8/26	Claire Gautreaux
E-2026-0002	Daniel Jenkins		Won – Needs Scheduling	$465.00	100%	$465.00	3/14/26	3/18/26	Dana Office
E-2025-0061	Ryan Clark		Won – Needs Scheduling	$545.68	100%	$545.68	11/11/25	11/15/25	Dana Office