Your estimate close rate

Open Reports and find Estimate Close Rate under Estimates & Invoices. Pick a date window and you get one row per estimate first sent in it, two rates above the table, and the sentences that say exactly how both were counted. Export CSV gives you the same table as a spreadsheet, and because the report is live you can schedule it by email from the Email delivery card at the bottom of the page.

The report excludes demo and test tickets before it counts either rate. Every quoted, approved, declined and undecided amount is carried and summed as integer cents, then rendered in your shop's currency. The report never uses a floating-point dollar amount in its arithmetic.

Two rates, on purpose

By ticket

Of the estimates that asked the customer to decide something, how many ended with at least one quoted job approved. A partial yes counts as a close here — the conversation worked.

By value

Of the money quoted for approval, how much was approved. Both sides are the job prices frozen on the estimate the customer actually saw, pre-tax and pre-fee — so a partial approval splits its value honestly instead of rounding to sold-or-lost.

A revision is the same conversation, not a second chance

One row per ticket, however many versions went out. A revised estimate is the same conversation continued: counting versions would book every rewrite of the same job as a second lost sale, and would let a shop lower its own close rate just by negotiating harder. The Versions sent column tells you how many rounds it took; it never multiplies the denominator.

The window works the same way: an estimate belongs to the period its FIRST version went out in. Re-sending or revising it next month does not move it, so an old estimate cannot be relaunched into a fresh month's figures. Its outcome, though, is read as it stands now — running last month again after a customer finally says yes is allowed to look better.

What counts as quoted

The Quoted for approval column is every job ever put in front of the customer on any version, counted once, at the last price they saw for it. Two edits that would otherwise flatter the number are handled head on: dropping a declined job from the next revision does not remove it from what was quoted, and repricing a job counts it at the new price rather than twice. Work sent as already approved — a supplement on a job the customer had said yes to earlier — never inflates the opportunity, because nobody was being asked.

Estimates still waiting on an answer stay in the denominator, with their money in Undecided. Leaving them out would flatter the rate by exactly the amount still on the table. The Outcome column says where each ticket stands: Approved, Partially approved, Declined, Declined so far or Awaiting response.

A yes is a yes however it arrived — a signature through the portal and an advisor recording a phone call count the same. Declined includes deferred work: put off is not sold.