Any methods people are currently using to measure Quote conversion rates?

Casey Smith

22 January 2025 18:10

Interested to hear if people are measuring quote conversion rates, & how?

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  Llewellyn Judd

  16 April 2025 22:49

  We do projects so it's probably slightly different to how you handle. the basic calc is as follows:

  Say 10 quotes were closed in a month. If 3 were won that's 3/10 = 30% conversion. 

  By tracking it on the deal it covers for the fact we normally do 4+quotes to secure a project… If you're not using “deals” there are Quotation.Options (same broad concept as lines with an obvious difference :))

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