BSP Close Rate Report

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Implications (per memory rule 1)

🎯 Bucket touched	All — quote → invoice conversion
⚠️ Problem	Engine 2 (Conversion) is broken at 39%. Losing 3 for every 1 won. Per BSP_Strategic_Synthesis the #1 quarterly fix.
💰 $ at stake	If close rate moves 39% → 50%, Q2 revenue + ~$N (need calc).
✅ Action unlocked	Membership-pilot upsell + Hot-bucket Ashton ownership are the two levers identified.

📊 Full bucket diagram + 4 data-integrity findings: BSP HCP Intelligence Report (📊 The Buckets · 📅 Timeline · 💸 LTV · 🔍 Why this matters · 🎯 The 4 Findings)

💎 LIVE CONFIRMATION (Apr 15 multi-source pull): Close rate = 2,477 sold / (2,477 sold + 3,646 dismissed) = 40.5% (memo 39% holds). Loss ratio in DOLLARS = 2.91 : 1 ($15.62M dismissed ÷ $5.38M sold). For every $1 closed, $2.91 walks away. The dismissed pile is 3× bigger than the open pile — see R23 Dismissed Recovery ★.

Overall Close Rate

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Estimates Sold

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Estimates Dismissed

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Estimates Open

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Value Close Rate

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By Technician (sorted by close rate)

Tech	Sold	Dismissed	Open	Close %	vs 39.2%
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By Lead Source

Lead Source	Sold	Dismissed	Open	Close %	vs 39.2%
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Formula: close_rate = Sold / (Sold + Dismissed) x 100. Open estimates are excluded from the denominator because they are not yet decided. Yellow line in any future chart = 39.2% ST benchmark.