Sample Data — Demonstration Only
Follow-Up Performance
How quickly inquiries are handled, how estimates convert, and where opportunities are recovered. All figures are sample data.
Jun 5 – Jul 4
Inquiries Received
34
Jun 5 – Jul 4
Avg Response Time
11 min
Target: 15 min
Contact Rate
79%
Inquiries reached
Estimate Close Rate
14%
Accepted of sent
Missed-Call Recovery Rate
86%
Callbacks with logged outcome
Appointment Confirmation Rate
74%
Confirmed before visit
Jobs Booked
9
Jun 5 – Jul 4
Estimated Pipeline Value
$50,126
Open estimates — estimated, not attributed revenue
Inquiries by Week
New inquiries received per week.
6
8
7
9
11
8
W1W2W3W4W5W6
First Response Time Trend
Average minutes to first response, by week.
8 weeks agoThis week
Pipeline Funnel
Inquiry to booked job for the selected range.
New Inquiry
34
Contacted
27
Estimate Sent
18
Follow-Up
14
Booked Job
9
Estimate Outcomes
Decisions recorded on sent estimates.
Accepted14(45%)
Declined9(29%)
No response8(26%)
Decline Reasons
Why estimates were not accepted (share of declines).
Price
34%
Timing
22%
Competitor
15%
Scope mismatch
11%
Financing
8%
No response
10%
Response Time by Team Member
Average minutes to first response.
Priya Natarajan
8 min
Alex Romero
9 min
Dana Whitfield
12 min
Marcus Lee
14 min
Follow-Up Completion Rate
92%
Tasks completed on time
No-Show Recovery Rate
75%
3 of 4 rebooked
Reactivation Opportunity
$85k–$120k
Estimated — old estimates, no decision
Review Request Completion
63%
Requests with a review received
Referral Opportunity Pipeline
5
Warm introductions in progress
Quote Performance
Computed from the estimates in this demo workspace.
Volume
Estimates created8
Approved for sending7
Sent to customers7
Accepted1
Close rate14%
Speed and value
Average estimate value$12,340
Avg time: inquiry → estimate2.1 days
Avg time: sent → decision6 days
Estimated pipeline value$50,126
Estimated gross margin$20,552 (41%)
Most selected project types
Tub-to-Shower Conversion2
Accessibility Upgrade Package1
Full Bathroom Remodel1
Most selected upgrades
Shower Base4
Grab Bars4
Wall Surround3
Pipeline and margin figures are estimates based on open quotes — they are not revenue attribution or guaranteed results.