Analytics

Insights

18 of 18 quotes · All time

AI Insights

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Pipeline
$305,916.01
7 draft + sent
Win rate
82%
Accepted ÷ decided
Accepted value
$794,587.64
9 accepted
Avg quote
$67,819.46
Avg margin 23%
Awaiting response
4
In Sent status
Quote value by month
Status funnel
Revenue by service
Top clients by quoted value
Win / Loss

What's driving outcomes

Avg margin — won
22%
9 accepted
Avg margin — lost
29%
+7.0 pts vs won
Lost revenue
$120,246.58
2 declined
Win rate by service
Loss reasons breakdown
  • Lost to competitor1
  • Price too high1