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Quote Conversion Calculator
Compare your won and lost quotes with the eligible company-rate distribution, then inspect send and delivery records separately. The calculator shows fixed-volume scenarios, not recoverable loss.
Measured conversion and a separate planning reference
Two separate problems hide inside “quote conversion.” First, 9.6% is a send-status planning reference whose exact meaning and population are unverified; it cannot establish customer delivery. Check send timestamps and customer acknowledgments separately. Second, among eligible decided quotes, the median company conversion is 73.9% and the top quartile closes 83.2%. The calculator below compares your won divided by won plus lost, excluding pending quotes across the n=794 company-rate distribution. A sent flag alone does not prove delivery, approval or timing. The revenue scenarios assume a fixed average quote value; they do not prove a revenue lift.
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Where to check the quote pipeline
Review delivery, response and decision status separately. The pipeline percentages below are planning references, not measured stages of one cohort. Do not add these percentages; use separate status, timestamp and customer-reason checks.
Sending status to verify (9.6% reference, meaning unverified)
9.6% scenario referenceWe use 9.6% as an example. We have not confirmed what the original figure counted or which businesses it covered. It is not a verified share of quotes never delivered; inspect actual send timestamps and acknowledgments.
Sent but no follow-up
~40% scenario referenceThe ~40% stage reference and a 20-30-point follow-up sensitivity are illustrative, not reproduced studies or proven lift. Count actual delivered quotes and recorded follow-ups before testing a change.
Followed up but lost
~30% scenario referenceThe ~30% stage reference is illustrative. A recorded lost status does not establish competition or price as the cause. Use customer feedback, scope, timing and actual decision records.
What this means for you
Your close rate is below the 794-company decided-quote median (73.9%). At fixed decided-quote count and average value, the median comparison implies $544,320/year of scenario revenue difference. It does not establish recoverable loss or a follow-up cause.
Quick win this week
Pull quotes marked lost in the last 30 days, with pending quotes counted separately. How many got at least 2 follow-ups? Compare timing, scope and customer reasons before assigning a cause.
Strategic fix
24-hour quote turnaround. Optional 3-touch follow-up test (day 1, day 3, day 7), with delivery and response recorded. Weekly review of quotes-not-yet-sent. Spiff structure for tech-driven quotes.
See your real quote conversion numbers
Bring the quote statuses and timestamps your FSM/CRM can export. We review where work stalls, then check the quotes and customer reasons before assigning a cause.
No commitment. Real numbers, not generic advice.
Want to see exactly where your quotes are dying?
We'll pull every quote from the last 12 months, classify them by stage of death (never sent, sent but ghosted, lost on price, lost on timing), and rebuild your follow-up cadence around the leaks that actually matter.
Operating review
Questions before trusting a margin report
The margin, cash, and operating questions we check first when reviewing your numbers.
Does the job margin include the labor you actually incurred?
Entered hourly rates and payroll cost can use different periods and burden definitions.
Are supplier returns and later bills in the same job population?
A dashboard can describe costs available today without including every adjustment relevant to the requested cutoff.
Which overhead belongs in the decision?
A direct-cost margin and a fully loaded profitability view answer different management questions.
Simple pricing
Three tiers, one ladder.
$500+/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer: custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
See exactly where your quotes are dying
Drop your info and the Level team will reach out to walk through your pipeline.
No commitment. Real numbers, not generic advice.