Total Leads
4
2026-04-17 to 2026-07-16
Command Center
Dashboard
Command Center
Dashboard
Reports
Sales ReportsHow should I use this?
Lead source, estimator, proposal, follow-up, and conversion reports for sales follow-through.
Use a date range to review sales activity. Choose an authorized staff member only when downloading CSV.
Total Leads
Proposals Sent
Close Rate
Average Proposal
CSV export flattens each report row into report, name, detail, metric, and value columns.
Which marketing or referral sources are producing leads, proposals, and won work.
Leads
Proposals
Won
Close Rate
Estimated Value
Overdue Follow-Ups
Inspection Conversion
Proposal To Job
Lead Sources
Leads
Proposals
Won
Close Rate
Estimated Value
Leads
Proposals
Won
Close Rate
Estimated Value
Lead load, proposal volume, accepted work, and sold revenue by estimator.
Leads
Proposals
Accepted
Close Rate
Sold Revenue
Leads
Proposals
Accepted
Close Rate
Sold Revenue
How many sent proposals have accepted, declined, or stayed open.
Sent
Accepted
Declined
Open
Close Rate
Average value of sent proposals and accepted proposals.
Count
Average Value
Total Value
Count
Average Value
Total Value
Why leads were marked lost inside the date range.
No rows match this date range yet.
Open follow-up work grouped by due date urgency.
Open Follow-Ups
Open Follow-Ups
Open Follow-Ups
Open Follow-Ups
Open Follow-Ups
Leads with inspection activity that have at least one proposal.
Inspected Leads
With Proposal
Conversion Rate
Sent proposals that have become jobs.
Sent Proposals
Converted To Jobs
Conversion Rate