You are viewing a demo environment with sample data.Book a call
Analytics/Quote Performance

Quote Performance

Track proposals, conversions and revenue pipeline

Drafts

1

£28,000

Sent

1

£185,000

Viewed

1

£32,000

Accepted

1

£48,500

Declined

1

£8,500

Expired

1

£14,200

Quote Values by Status

MA-Q-2025-001

David & Sarah Thornton

£48,500

Accepted

MA-Q-2025-002

Clapham Developments Ltd

£185,000

Sent

MA-Q-2025-003

Marcus Webb

£32,000

Viewed

MA-Q-2025-004

East London Workspace Co

£28,000

Draft

MA-Q-2024-018

Patricia Holmes

£8,500

Declined

MA-Q-2024-015

James & Amy Chen

£14,200

Expired

Conversion Funnel

Total Quotes

All quotes in system

6

£316,200

Sent to Client

Conversion: 83.3%

5

£288,200

Viewed by Client

Conversion: 100.0%

5

£288,200

Accepted by Client

Final conversion: 20.0%

1

£48,500

Quotes Needing Follow-Up

QuoteClientStatusDays SinceValid UntilAction Needed

MA-Q-2025-002

Clapham Developments Ltd

Sent

512 days

10 Feb 2025

-482 days remaining

Expiring Soon

MA-Q-2025-003

Marcus Webb

Viewed

514 days

8 Feb 2025

-484 days remaining

Follow Up for Decision

MA-Q-2025-004

East London Workspace Co

Draft

-1 days

15 Feb 2025

-477 days remaining

Expiring Soon

Win Rate by Sector

Sector

Residential

41.7%

Quotes

12

Won Value

£118,000

Avg Days

18

Sector

Commercial

16.7%

Quotes

6

Won Value

£85,000

Avg Days

32

Sector

Education

50.0%

Quotes

4

Won Value

£167,000

Avg Days

45

Sector

Public

0.0%

Quotes

3

Won Value

£0

Avg Days

0

Sector

Community

50.0%

Quotes

2

Won Value

£35,000

Avg Days

22

Quote-to-Project Pipeline

Linked to Projects

2

Awaiting Link

2

Skipped

1

Quote RefStatusLinked ProjectDate

MA-Q-2025-001

Linked

Riverside House Extension

1 Sept 2025

MA-Q-2025-002

Linked

Clapham Mixed-Use Block

15 Nov 2025

MA-Q-2025-003

Pending

MA-Q-2025-004

Pending

MA-Q-2024-018

Skipped

Average Time to Accept

Overall Average

26

days across all sectors

Public

0 days

Residential

18 days

Community

22 days

Commercial

32 days

Education

45 days

Pipeline Value Forecast

Total Pipeline Value

£217,000

Sent & viewed quotes

Expected Value

£72,382

Based on 33.4% win rate

Breakdown by Status

Sent

1 quotes

£185,000

Viewed

1 quotes

£32,000

Recent Activity

sarah.green@claphamdevs.com viewed MA-Q-2025-002

12 Jan 2025

Clapham Mixed-Use — Architecture & Interior Design

Email

sarah.green@claphamdevs.com viewed MA-Q-2025-002

11 Jan 2025

Clapham Mixed-Use — Architecture & Interior Design

Email

marcus.webb@email.com viewed MA-Q-2025-003

9 Jan 2025

Battersea Penthouse — Interior Architecture

Email

patricia.holmes@email.com viewed MA-Q-2024-018

15 Dec 2024

Richmond Garden Room

Direct Link

patricia.holmes@email.com viewed MA-Q-2024-018

10 Dec 2024

Richmond Garden Room

Email

patricia.holmes@email.com viewed MA-Q-2024-018

5 Dec 2024

Richmond Garden Room

Email

david.thornton@gmail.com viewed MA-Q-2025-001

22 Oct 2024

Riverside House Extension — Full Architectural Services

Portal

sarah.thornton@gmail.com viewed MA-Q-2025-001

20 Oct 2024

Riverside House Extension — Full Architectural Services

Direct Link

david.thornton@gmail.com viewed MA-Q-2025-001

18 Oct 2024

Riverside House Extension — Full Architectural Services

Email

david.thornton@gmail.com viewed MA-Q-2025-001

16 Oct 2024

Riverside House Extension — Full Architectural Services

Email