Dashboard Metrics

Learn what each dashboard metric means including sales totals, win rate, dollars won, close rate, and open estimates tracking.

The PaintScout Dashboard is the first screen you see after logging in. It displays key sales metrics including total sales, win rate, close rate, dollars won, and open estimates.

Screenshot showing the PaintScout dashboard overview with key business metrics and performance snapshot

What does the Sales metric show?

Sales is the total dollar amount of accepted estimates. It also displays the number of estimates won and the average value.

Click the View button to expand and see a detailed list of all accepted estimates.

Screenshot showing the Sales metric displaying total dollar amount of accepted estimates, number of estimates won, and average value

What does Total Estimates show?

Total Estimates counts all estimates created during the selected period in statuses: Sent, Viewed, Accepted, On Hold, and Declined. Draft estimates are excluded.

Sent and Viewed estimates are sorted by creation date. Accepted estimates are sorted by acceptance date, so you can gauge your win rate and conversion performance.

What does Estimates Open show?

Estimates Open is the count of estimates still awaiting a customer decision. This includes any estimate in Sent or Viewed status.

What is Win Rate?

Win Rate is the percentage of delivered estimates that were accepted by customers.

Screenshot showing the Win Rate metric comparing estimates delivered to estimates accepted

What is Dollars Won?

Dollars Won is the percentage of total estimate dollars that your team successfully closed.

Screenshot showing the Dollars Won metric displaying the percentage of total estimate dollars successfully closed

What is Close Rate?

Close Rate is the percentage of estimates that receive a clear decision — either accepted or declined — rather than remaining open.

Screenshot showing the Close Rate metric representing the percentage of estimates that received a clear decision

For example, if you sent 10 estimates, 5 were accepted, and 5 were declined, your Close Rate would be 100%, as all estimates have been resolved!

Pro tip: Your Close Rate should usually always be 100% or very close to! Get those yes's and no's from customers!

What is Close Rate?

Understand how close rate measures the percentage of estimates receiving a decision, either accepted or declined, without remaining open.

PaintScout Leaderboards

Compare your sales performance against other PaintScout users with Sales and Win Rate leaderboards showing top 300 performers.

Last updated 17 days ago

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