Estimates & Invoices

How to Use Estimate Analytics to Improve Close Rates

Analyze your estimate performance in Local Business Pro to identify patterns and improve your approval rate.

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Quick Answer: Use the analytics cards on the Estimates page to track Draft, Sent, Need Changes, and Approved counts. Calculate your close rate (Approved ÷ Sent) and identify patterns in declined estimates.

Key Metrics to Track

  • Approval Rate - Approved ÷ Total Sent
  • Time to Approval - How long customers take to decide
  • Decline Patterns - Common reasons for rejection
  • Average Estimate Value - Typical quote size
  • Follow-Up Impact - Approval rate with vs without follow-up

Using the Analytics Cards

  1. Navigate to Operations > Estimates
  2. Review the four analytics cards at the top
  3. Note counts for Draft, Sent, Need Changes, Approved
  4. Check percentage changes from previous period
  5. Set date ranges to compare different periods
  6. Calculate: Approval Rate = Approved ÷ (Sent + Viewed + Declined)

Improving Your Close Rate

  • Send estimates faster - same-day when possible
  • Follow up on viewed estimates within 48 hours
  • Review declined estimates for pricing patterns
  • Add more detail and photos to build confidence

Frequently Asked Questions

Q: What's a good approval rate?
A: 30-50% is typical. Above 50% is excellent. Track yours and work to improve it.

Q: How do I find declined estimates?
A: Filter by 'Declined' status to review rejected quotes.