How do you track close rate?

Question

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 in but lose track of where proposals actually die in the process.
Would love to hear how others handle it.
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servicehomepro · Answer

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.

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How do you track close rate?

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