A built-in close-rate report (quotes vs. confirmed jobs)

Users want a report that combines quotes and inspections and shows confirmation status so they can see close rate (e.g. how many quotes became confirmed jobs) without exporting and reworking data in another tool.

Why it matters: Managers and leadership are asking for a clear view of sales performance inside Attik.

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Upvoters
Status

Canceled

Board
πŸ’‘

New Features

Tags

[User] Refinement

Date

About 2 months ago

Author

Ryan Wagner

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