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Report
Compares opportunities, accepted estimates, close rate, sold revenue, average ticket, open value, and declined value by salesperson or estimator.
Named and unassigned estimate owners
Avery North
36 accepted / 60 created in the selected range
Sales and estimate scorecards can be reviewed.
Shows which salesperson or estimator owns the most open follow-up value.
Open estimates that need ownership, call follow-up, or status cleanup.
| Rank #1 | Urgency Urgent | Action Follow-up | Customer Jamie Summit | Phone 416-555-2754 | Email jamie.summit.19754.0@example.test | Address 654 Sample Ridge Road, Example Harbour, ON, A8A 0A8 | Value $13,200 | Age Days 943 | Age Bucket 30+ days | Risk Critical | Estimate Owner Avery North | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 943 days, is assigned to Avery North, and is in the critical follow-up window. |
| Rank #2 | Urgency Urgent | Action Follow-up | Customer Dakota Summit | Phone 416-555-2774 | Email dakota.summit.19773.1@example.test | Address 673 Sample Ridge Road, Example Harbour, ON, A0A 1A1 | Value $13,200 | Age Days 924 | Age Bucket 30+ days | Risk Critical | Estimate Owner Jordan Lake | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 924 days, is assigned to Jordan Lake, and is in the critical follow-up window. |
| Rank #3 | Urgency Urgent | Action Follow-up | Customer Dakota Maple | Phone 416-555-2934 | Email dakota.maple.19934.0@example.test | Address 834 Sample Ridge Road, Example Harbour, ON, A8A 0A8 | Value $13,200 | Age Days 763 | Age Bucket 30+ days | Risk Critical | Estimate Owner Avery North | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 763 days, is assigned to Avery North, and is in the critical follow-up window. |
| Rank #4 | Urgency Urgent | Action Follow-up | Customer Jamie Maple | Phone 416-555-2954 | Email jamie.maple.19953.1@example.test | Address 853 Sample Ridge Road, Example Harbour, ON, A0A 1A1 | Value $13,200 | Age Days 744 | Age Bucket 30+ days | Risk Critical | Estimate Owner Jordan Lake | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 744 days, is assigned to Jordan Lake, and is in the critical follow-up window. |
| Rank #5 | Urgency Urgent | Action Follow-up | Customer Jamie Summit | Phone 416-555-3114 | Email jamie.summit.20114.0@example.test | Address 214 Sample Ridge Road, Example Harbour, ON, A8A 0A8 | Value $13,200 | Age Days 583 | Age Bucket 30+ days | Risk Critical | Estimate Owner Avery North | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 583 days, is assigned to Avery North, and is in the critical follow-up window. |
| Rank #6 | Urgency Urgent | Action Follow-up | Customer Dakota Summit | Phone 416-555-3134 | Email dakota.summit.20133.1@example.test | Address 233 Sample Ridge Road, Example Harbour, ON, A0A 1A1 | Value $13,200 | Age Days 564 | Age Bucket 30+ days | Risk Critical | Estimate Owner Jordan Lake | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 564 days, is assigned to Jordan Lake, and is in the critical follow-up window. |
| Rank #7 | Urgency Urgent | Action Follow-up | Customer Dakota Maple | Phone 416-555-3294 | Email dakota.maple.20294.0@example.test | Address 394 Sample Ridge Road, Example Harbour, ON, A8A 0A8 | Value $13,200 | Age Days 403 | Age Bucket 30+ days | Risk Critical | Estimate Owner Avery North | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 403 days, is assigned to Avery North, and is in the critical follow-up window. |
| Rank #8 | Urgency Urgent | Action Follow-up | Customer Jamie Maple | Phone 416-555-3314 | Email jamie.maple.20313.1@example.test | Address 413 Sample Ridge Road, Example Harbour, ON, A0A 1A1 | Value $13,200 | Age Days 384 | Age Bucket 30+ days | Risk Critical | Estimate Owner Jordan Lake | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 384 days, is assigned to Jordan Lake, and is in the critical follow-up window. |
| Rank #9 | Urgency Urgent | Action Follow-up | Customer Jamie Summit | Phone 416-555-3474 | Email jamie.summit.20474.0@example.test | Address 574 Sample Ridge Road, Example Harbour, ON, A8A 0A8 | Value $13,200 | Age Days 223 | Age Bucket 30+ days | Risk Critical | Estimate Owner Avery North | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 223 days, is assigned to Avery North, and is in the critical follow-up window. |
| Rank #10 | Urgency Urgent | Action Follow-up | Customer Dakota Summit | Phone 416-555-3494 | Email dakota.summit.20493.1@example.test | Address 593 Sample Ridge Road, Example Harbour, ON, A0A 1A1 | Value $13,200 | Age Days 204 | Age Bucket 30+ days | Risk Critical | Estimate Owner Jordan Lake | Job Type Heat Pump Replacement | Status Follow Up | Recommended Next Step Call the customer today. This $13,200 estimate has been open for 204 days, is assigned to Jordan Lake, and is in the critical follow-up window. |
Accepted estimates divided by created estimates for each owner.
Booked revenue connected to each salesperson or estimator.
Visible lost estimate value by owner.
Accepted estimates divided by created estimates over time.
Average completed-job revenue over time.
Created HCP estimates over time. Use this as the sent-estimate operating proxy when sent timestamps are incomplete.
Accepted Housecall Pro estimates over time beside estimate volume.
Estimate owner performance and follow-up risk.
| Estimate Owner Avery North | Opportunities 30No change vs previous 30 days | Sold Jobs 18No change vs previous 30 days | Close Rate 60%No change vs previous 30 days | Sold Revenue $112,996↓ $214 vs previous 30 days | Average Ticket $6,278↓ $12 vs previous 30 days | Lost Revenue $27,018↓ $20,991 vs previous 30 days | Open Estimate Value $38,933↑ $2,464 vs previous 30 days |
| Estimate Owner Jordan Lake | Opportunities 30No change vs previous 30 days | Sold Jobs 18No change vs previous 30 days | Close Rate 60%No change vs previous 30 days | Sold Revenue $111,871↓ $2,464 vs previous 30 days | Average Ticket $6,215↓ $137 vs previous 30 days | Lost Revenue $39,308↑ $3,589 vs previous 30 days | Open Estimate Value $38,558↑ $2,464 vs previous 30 days |
Estimates created in the selected period, grouped by Housecall Pro job type.
| Job Type Seasonal Maintenance | Estimates Created 16 | Estimates Won 8 | Close Rate 50% | Won Estimate Value $9,042 | Average Won Estimate $1,130 |
| Job Type Air Conditioning Repair | Estimates Created 15 | Estimates Won 10 | Close Rate 67% | Won Estimate Value $16,225 | Average Won Estimate $1,623 |
| Job Type Heat Pump Replacement | Estimates Created 15 | Estimates Won 8 | Close Rate 53% | Won Estimate Value $102,225 | Average Won Estimate $12,778 |
| Job Type Furnace Installation | Estimates Created 14 | Estimates Won 10 | Close Rate 71% | Won Estimate Value $97,375 | Average Won Estimate $9,738 |
Configured estimate-owner goals evaluated in each goal's own period and optional Housecall Pro job type.
| No estimate-owner goals are configured. | ||||||||