Reports
Estimates Conversion report
See how many of your estimates clients accepted, declined or left waiting.
Estimates Conversion shows what happened to the estimates you sent: how many were accepted, declined, still waiting or expired, and your conversion rate.
Open the report
- Open Reports and select Estimates Conversion under Finance.
- Set From and To, and choose one Currency.
You're done when you see your estimates grouped by status, with the conversion rate at the top.
What to do with it
- Many sent or viewed: follow up before those estimates expire. See create and send an estimate.
- Many declined: open a few and read your clients' notes for a pattern in price or scope.
- Accepted but not billed: convert them to invoices. See when a client accepts an estimate.
Good to know
- An accepted estimate is not money received. Compare with Revenue Summary to see whether accepted work is being paid.
- An estimate a client agreed to by email only counts once you mark it accepted in Agiled.