Sales Trend
Quoted versus sold value by month
QuotedSold
Loading analytics…
Pipeline Mix
Current filtered estimate status
0Estimates
Estimate Turnaround vs Closing Rate
Does sending estimates faster improve conversion?
Lost Reason Analysis
Lost opportunities and quoted value by reason
Dynamic Breakdown
Controlled by Group By above
Product Mix by Jobs
Share of filtered sold jobs containing each product
Salesperson Performance
Sold revenue by estimator
Product Mix
Sold product revenue by category
Lead Source Performance
Conversion and sold revenue by source
| Lead Source | Estimates | Sent Projects | Sold | Conversion | Quoted | Sold $ | Avg Sold Job |
|---|
Filtered Job Detail
Every job contributing to the current view
| Job # | Customer / Project | Salesperson | Type | Status | Estimate Date | Quoted | Sold | Lead Source |
|---|