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How Does Insights Calculate My Data on the Sales Dashboard?
Explore how Insights calculates closed rate and sold amount for effective sales analysis.
- To calculate Close Rate for a given time period, Insights considers all Leads collected during that period and looks at the number of Sold Jobs that originated from those Leads.
- For instance, if there were 100 Leads collected in January and 30 of them resulted in Sold Jobs during the same month, the Close Rate for January would be 30%. Note that if a Sold Job originated from a Lead collected in a previous month, it would not be included in the Close Rate calculation for the current month.
- Visual Example, Let's consider the example below of March, where there were 4 distinct Leads - Carol, Peter, Maria, and Taylor. Out of these, only 2 Leads (Carol and Peter) resulted in Sold Jobs during the month of March. Therefore, the Close Rate for March would be 50%.
JobNimbus Insights uses this definition because it is the cleanest, most predictable method of calculating your Close Rate
Sold Amount
- Insights calculates Sold Amount by considering all Estimates for any Job Sold during the period, irrespective of the status of the Estimate
- Note, you can filter by the status of your Estimates to view different data points. More information on filters can be found in this article.
To view this data, navigate to the Sales Data tab within your Insights Dashboard.
To ensure the most accurate data, we recommend using the JobNimbus Estimate feature. There are two ways to create an Estimate in JobNimbus. For more information on creating Estimates, please refer to this article.