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Declined Estimates Report
Staci Mitchell avatar
Written by Staci Mitchell
Updated over 2 months ago

⚠️ This report is currently in beta. Please reach out to support@paintscout.com to have it enabled.

The Declined Estimates Report gives you an overview of all declined estimates across your team, helping you generate detailed reports of your lost projects.

Estimate Type Graph

This graph breaks down declined estimates by type. Hover over each section of the pie chart for exact numbers, or check the table below for more details.


Job Size Graph

This graph highlights which job sizes are being declined the most. Use the color-coded pie chart or hover over the sections for more info. You can also refer to the table to see how many estimates were declined by job size, ranging from under $5K to over $50K.

Summary

The summary section provides a complete breakdown of declined estimates. You can sort by decline date, estimate ID, type, contact, user, reason, and job total.

You can also use the filters on the right to narrow down your results and create custom reports!

Why use this report?

You might want to use the Declined Estimates Report to gain insight into why certain projects aren’t closing and to identify trends that could help improve your sales process. By analyzing the data in this report, you can:

  • Spot patterns in the types of jobs that are consistently being declined.

  • See which job sizes are getting declined the most, helping your team adjust pricing or target the right market.

  • Understand if certain team members or estimate types are leading to more declines.

  • Identify reasons for declines and address any common objections or issues.

  • Use the insights to refine your sales strategy and potentially recover declined jobs in the future.

This report is a powerful tool for making data-driven decisions that could improve win rates and overall business performance!

Click the Send Feedback button below the filters to share your feedback.

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