How do you track close rate?
New to the group, glad to be here!
Quick question for other owners — how are you tracking close rate?
By rep, or just overall for the company? I feel like a lot of us can see how many leads come ...
Forum Discussion
Jobber actually tracks two separate conversion stages, most people only check one:
- Requests then Quote/Job (Insights > Reports > Requests, or your Requests tab)
This shows how many leads that come in actually turn into a quote or job at all. If your real leak is leads going cold before you even send a proposal, this is where you'd see it, and it's the number almost nobody checks. - Quote → Job (Insights > Reports > Quotes Report)
This is your actual close rate, converted quotes ÷ sent quotes. It's got 6-month trend charts and breaks down by dollar value too. If you want it by rep instead of company-wide, there's a separate Salesperson Performance Report that splits conversion by individual.
Most owners only look at #2 and wonder why their close rate looks fine while leads still feel like they're disappearing, the real leak is often sitting in #1, before a quote's even sent.
Hope that helps someone.