BSP HCP Dismissed Estimates Recovery

💎

Implications (per memory rule 1)

🎯 Bucket touched	Migrated (4,024) — 73.6% of dismissed estimates · cross-cuts to Pure ST
⚠️ Problem	$15,622,946 walked-away pile across 3,646 dismissed estimates. Memory + memo focused on $4.88M open. The dismissed pile is 3× larger and never tracked.
💰 $ at stake	5% re-quote success × $15.62M = $781,000/yr recoverable. 10% = $1.56M. This is the biggest single $ lever in the entire HCP cluster.
✅ Action unlocked	Robert builds the re-quote workflow (sortable queue + outreach template). Ashton works the queue starting with >90d high-$ dismissals.

📊 Full bucket diagram + 4 data-integrity findings: BSP HCP Intelligence Report · HCP Reports Hub · Implications Diagram

Dismissed estimates

3,646

Total walked-away $

$15,622,946

5% re-quote target

$781,000/yr

Status

PRE-BUILD

📊 The pile (live from titan.estimates)

Status	Count	Total $	Avg per
Sold	2,477	$5,377,210	$2,171
Dismissed	3,646	$15,622,946	$4,285
Open	2,272	$6,424,012	$2,827

Loss ratio in dollars: $15.62M dismissed ÷ $5.38M sold = 2.91 : 1. For every $1 we close, we walk away from $2.91. Avg dismissed estimate is $4,285 — 2× the avg sold estimate.

💰 Recovery math (3 scenarios)

Scenario	Re-quote rate	Recovered $	Notes
Conservative	2%	$312,459	Cold dismissed list
Realistic	5%	$781,147	Includes >90d high-$ priority
Optimistic	10%	$1,562,295	Membership offer attached

🛠️ Workflow (to be built)

Queue: Sortable view of dismissed estimates by ($ × age × customer LTV).
Outreach template: "We re-checked our notes from your visit on {date}. Here's an updated quote." + membership offer.
Tracking: ST custom field re_quote_attempt = apr15_dismissed_recovery. Filter ST jobs on this field for attribution.
Cross-check: If customer is in HCP (R5 Customer 360), prepend HCP-era context to the message.
Close-loop: Track re-quote → sold conversion in Conversion Funnel R21.

⚠️ Hard blockers

sold_at + dismissed_at NULL on all 8,395 estimates — cannot prioritize by age. ST API backfill required first.
Re-quote workflow itself doesn't exist yet — UI + ST custom field + outreach automation needed.

🔗 What this report closes

Closes the loop that R6 Open Estimates Recovery opens. R6 measures pipeline IN motion ($6.42M). R23 measures pipeline ALREADY walked away ($15.62M). Together with R21 Conversion Funnel and R17 Close Rate, this is the complete Engine 2 loss-recovery picture.