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Options Accepted 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 Options Accepted Report gives you a clear snapshot of all the options your customers have self-accepted.

In the main table, you'll find details like the acceptance date, estimate number, contact, estimate type, user, and the total for each option. You can also use the filters on the right to create custom reports that fit your needs!

Why use this report?

The Options Accepted report is a valuable tool for refining your sales strategy. Here’s how it helps:

  • Identify Popular Options: By seeing which options are accepted most often, you can figure out what resonates with your customers. This insight lets you promote your most popular choices and prioritize offerings that consistently drive conversions.

  • Optimize Your Sales Approach: With data on what works, you can fine-tune your approach to match customer preferences. You’ll be able to focus your efforts on upselling the options that are more likely to be accepted.

  • Reward Your Team: Since you can see who is responsible for the upsells, it makes awarding commissions straightforward. You can give credit where it's due, boosting motivation and rewarding success.

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

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