Estimate Analytics

Under Growth Tools → Estimate Analytics (when enabled on your plan), Estimate Analytics summarizes how estimates perform by service — approvals, declines, and revenue opportunities — so you can tune pricing and bundles.

Requirements

• Estimate Optimization plan feature.
• Permission marketing.quote_optimization.view (and manage to change campaigns).

How to use it

Open the analytics view from Growth Tools → Estimate Analytics. Filter by date range and service lines to see which offers convert and which stall. When you have enough data, insight callouts will highlight your optimal price bands and a "What should I do?" section will offer actionable pricing advice.

Related data

Pair analytics with Estimate Optimization & Price Assistant for price campaigns and Creating & Sending Estimates for day-to-day estimate hygiene.

Related

• Estimate Optimization & Price Assistant
• LTV Tiers