Before you start
- You have quote activity in the account.
What you'll do
Review how often quotes are being approved, ignored, or lost so you know whether leads are actually turning into jobs.
Do this
- 1
Open the quote or estimate report for the date range you want to judge
Use a date range that matches how your office actually follows up, like the last 30 days or the current month.
- 2
Compare approved, declined, and no-response quotes
That split tells you whether the issue is price, follow-up speed, or quotes simply sitting too long without an answer.
- 3
Look for patterns by service, estimator, or season
If one service line converts well and another does not, or spring cleanups move faster than tree work, that helps you coach the next follow-up.
What low conversion usually points to
Low conversion is often a follow-up problem or a pricing/quote clarity problem, not just a lead volume problem.
Use this report with your lead pipeline
Quote conversion numbers make more sense when you compare them with your lead pipeline so you can see where the sales process is slowing down.
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