Estimate Reports

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Claire GautreauxOwner

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Pipeline by Status

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

StatusEstimatesTotalWeighted
Draft13$138,469.45$13,846.95
Sent12$6,735.37$2,020.61
Viewed9$3,967.49$1,983.75
Hot5$6,324.72$5,059.78
Won – Needs Scheduling7$7,170.70$7,170.70
Won – Scheduled27$21,873.57$21,873.57
Lost15$6,753.18$0.00
Lost – Re-contact4$1,739.00$0.00
Hot Lead2$1,204.58$963.66
Waiting on HOA2$1,002.62$300.79

Win Rate by Template

TemplateWonLostWin rateWon $
—80100%$16,420.50
Lawn Programs: Good / Better / Best13959%$6,890.39
Lawn Care: Good / Better / Best (Example)10953%$4,578.09
Renewal: Next Season (Example)10100%$466.33
Add-on: Mosquito Shield1150%$450.10
Add-on: Large Patch Guard10100%$238.86
EXAMPLE – Spray Good/Better/Best00—$0.00
EXAMPLE – Landscaping maintenance (2 tiers)00—$0.00
EXAMPLE – Bed renovation & drainage install (photos + long footer)00—$0.00
EXAMPLE – Pool & patio design (Design Drawings)00—$0.00
EXAMPLE – Plain single-list estimate00—$0.00

Win Rate by Salesperson

SalespersonWonLostWin rateWon $
Dana Office241463%$23,729.48
Claire Gautreaux10567%$5,314.79
Average days to close7.5
Won estimates34

Add-on Take Rate

Add-onTakenRateSold $
Fire Ant & Flea - 2 Visit9 of 3526%$1,112.40
Mosquito Shield - Monthly3 of 2214%$1,326.50
Shrub & Bed Care - 6 Visit1 of 205%$240.00
Soil Builder - 4 Visit3 of 1520%$783.92
Weekly Mowing2 of 2100%$3,240.00
Parts: 4 rotor heads and fittings1 of 1100%$118.00
Paver patio, 320 sq ft (installed)1 of 1100%$5,760.00
Lighting repair (crew hours)1 of 1100%$190.00
Paver base and polymeric sand1 of 1100%$640.00
LED bulbs (each)1 of 1100%$72.00
Front bed redo: shape, fabric, steel edging and mulch1 of 1100%$2,450.00
Shrubs, 3 gal (each, installed)1 of 1100%$588.00
Biweekly Mowing1 of 1100%$1,210.00
St. Augustine sod (sq ft, installed)1 of 1100%$990.00
Landscape Maintenance1 of 1100%$1,020.00
Irrigation repair (crew hours)1 of 1100%$142.50
Large Patch Guard - 3 Visit1 of 1100%$238.86

Lost Reasons

ReasonEstimatesValue lost
Price5$2,302.16
No response3$1,171.38
Timing2$895.68
Chose someone else2$981.20
DIY1$481.42

Won: Sold vs Calculated

Negative = a discount was given against the calculated price.

EstimateTypeCustomerCalculatedSoldDifference
E-2026-0017Ashley Lewis$845.00$802.75−$42.25 · -5%
E-2026-0010Claire Gautreaux$524.26$498.05−$26.21 · -5%
E-2026-0030Pam Istre$469.00$445.55−$23.45 · -5%
E-2026-0053Ben Evans$463.06$439.91−$23.15 · -5%
E-2026-0027Paul Howard$426.16$404.85−$21.31 · -5%
E-2025-0020John Adams$402.36$382.24−$20.12 · -5%
E-2025-0045Karen King$354.04$336.34−$17.70 · -5%
E-2026-0063Karen Mitchell$352.38$334.76−$17.62 · -5%
E-2026-0056Richard Campbell$350.00$332.50−$17.50 · -5%
E-2026-0006Linda Robinson$243.70$231.51−$12.19 · -5%
E-2026-0055Sam Murphy$530.38$530.38$0.00 · 0%
E-2026-0022Mary Nelson$810.50$810.50$0.00 · 0%
E-2026-0085Rachel Collins$262.00$262.00$0.00 · 0%
E-2026-0083Karen Credeur$260.50$260.50$0.00 · 0%
E-2026-0049Tim Morgan$582.40$582.40$0.00 · 0%
E-2026-0080Karen Credeur$4,028.00$4,028.00$0.00 · 0%
E-2025-0048Cynthia Jenkins$350.00$350.00$0.00 · 0%
E-2026-0013Betty Ward$564.04$564.04$0.00 · 0%
E-2026-0079Greg Nelson$6,400.00$6,400.00$0.00 · 0%
E-2025-0046Elizabeth Martin$672.28$672.28$0.00 · 0%
E-2026-0078Patricia Allen$450.10$450.10$0.00 · 0%
E-2026-0009Daniel Gray$859.60$859.60$0.00 · 0%
E-2026-0075William Cole$238.86$238.86$0.00 · 0%
E-2026-0035Patricia Allen$751.60$751.60$0.00 · 0%
E-2026-0069Ashley Lewis$466.33$466.33$0.00 · 0%
E-2026-0032Sarah Sanders$390.46$390.46$0.00 · 0%
E-2026-0002Daniel Jenkins$465.00$465.00$0.00 · 0%
E-2025-0090Deborah Benoit$1,020.00$1,020.00$0.00 · 0%
E-2026-0001Barbara Bennett$380.94$380.94$0.00 · 0%
E-2025-0089Jessica Reed$1,210.00$1,210.00$0.00 · 0%
E-2025-0061Ryan Clark$545.68$545.68$0.00 · 0%
E-2025-0087Christine Kelly$1,620.00$1,620.00$0.00 · 0%
E-2026-0023Amanda Credeur$357.14$357.14$0.00 · 0%
E-2025-0086Deborah Benoit$1,620.00$1,620.00$0.00 · 0%

Won: Sold vs Actual

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

EstimateCustomerLineServices doneBudgetedActualEarned per hour
E-2025-0090Deborah BenoitLandscape Maintenance0 of 10.00 hr0.00 hr—
E-2025-0089Jessica ReedBiweekly Mowing0 of 10.00 hr0.00 hr—
E-2025-0087Christine KellyWeekly Mowing0 of 10.00 hr0.00 hr—
E-2025-0086Deborah BenoitWeekly Mowing0 of 10.00 hr0.00 hr—
E-2026-0085Rachel CollinsLighting repair (crew hours)0 of 10.00 hr0.00 hr—
E-2026-0083Karen CredeurIrrigation repair (crew hours)0 of 10.00 hr0.00 hr—
E-2026-0079Greg NelsonPaver patio, 320 sq ft (installed)0 of 10.00 hr0.00 hr—
E-2026-0078Patricia AllenMosquito Shield - Monthly0 of 70.00 hr0.00 hr—
E-2026-0075William ColeLarge Patch Guard - 3 Visit0 of 30.00 hr0.00 hr—
E-2026-0063Karen MitchellSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0056Richard CampbellSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0055Sam MurphySignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0055Sam MurphyFire Ant & Flea - 2 Visit0 of 20.00 hr0.00 hr—
E-2026-0053Ben EvansSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0053Ben EvansFire Ant & Flea - 2 Visit0 of 20.00 hr0.00 hr—
E-2026-0049Tim MorganSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0049Tim MorganFire Ant & Flea - 2 Visit0 of 20.00 hr0.00 hr—
E-2025-0048Cynthia JenkinsSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2025-0046Elizabeth MartinSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2025-0046Elizabeth MartinSoil Builder - 4 Visit0 of 40.00 hr0.00 hr—
E-2025-0045Karen KingEssential Lawn - 5 Visit0 of 50.00 hr0.00 hr—
E-2025-0045Karen KingFire Ant & Flea - 2 Visit0 of 20.00 hr0.00 hr—
E-2026-0035Patricia AllenEssential Lawn - 5 Visit0 of 50.00 hr0.00 hr—
E-2026-0035Patricia AllenMosquito Shield - Monthly0 of 70.00 hr0.00 hr—
E-2026-0032Sarah SandersSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0030Pam IstreSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0027Paul HowardSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2025-0020John AdamsSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0017Ashley LewisPremier Lawn - 9 Visit0 of 90.00 hr0.00 hr—
E-2026-0017Ashley LewisShrub & Bed Care - 6 Visit0 of 60.00 hr0.00 hr—
E-2026-0017Ashley LewisFire Ant & Flea - 2 Visit0 of 20.00 hr0.00 hr—
E-2026-0013Betty WardSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0013Betty WardFire Ant & Flea - 2 Visit0 of 20.00 hr0.00 hr—
E-2026-0009Daniel GraySignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
E-2026-0009Daniel GrayMosquito Shield - Monthly0 of 70.00 hr0.00 hr—
E-2026-0006Linda RobinsonEssential Lawn - 5 Visit0 of 50.00 hr0.00 hr—
E-2026-0001Barbara BennettSignature Lawn - 7 Visit0 of 70.00 hr0.00 hr—
Quick Calc

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