CRM & Quote Insights
0%
Lead → Won conversion
0 won / 0 lost
4
Quotes awaiting response
0
Open follow-up tasks
0
Overdue tasks
all on track
Pipeline
Lead: 1Surveyed: 0Quoted: 1Won: 0Lost: 0
Materials Spend
No receipts yet — spend insights appear once receipts are recorded
Analytics
Business insights from your estimates and invoices
Period:Job Type:
7
Estimates
£29,825.34
Total Quoted
£0.00
Invoiced
£0.00
Paid
Revenue Over Time
Conversion Funnel
Job Type Breakdown
Top Customers
| Customer | Estimates | Total Quoted | Invoiced | Paid | Win Rate |
|---|---|---|---|---|---|
| Mr Anthony Jones | 4 | £14,290.92 | £0.00 | £0.00 | — |
| Toni Carr | 1 | £12,088.92 | £0.00 | £0.00 | — |
| toni Carr | 1 | £2,283.42 | £0.00 | £0.00 | — |
| toni Carr | 1 | £1,162.08 | £0.00 | £0.00 | — |