← Reports Hub 📚 Library

Open Estimates Recovery

Report 2 · Bright Side Plumbing · read-only ST, tracking writes to titan.estimate_tracking
Click a customer name to open Customer 360 Lookup with phone pre-filled.
💎
Implications (per memory rule 1)
🎯 Bucket touchedMigrated (4,024) + Pure ST (1,441)
⚠️ Problem$4.88M in open estimates sitting un-followed-up. 73.6% of these belong to migrated customers presenting as 'Existing Customer' in ST — Ashton doesn't know they have HCP-era history.
💰 $ at stakeEven 5% recovery = $244K. Hot bucket alone (37 estimates this week) targets $149K (per Stephanie Apr 14 brief).
✅ Action unlockedAshton owns Hot bucket this week. Pull the CSV, call each prospect with the HCP-era context if they're in the migrated bucket. See BSP_HCP_Intelligence_Report 🎯 Finding 2.
📊 Full bucket diagram + 4 data-integrity findings: BSP HCP Intelligence Report (📊 The Buckets · 📅 Timeline · 💸 LTV · 🔍 Why this matters · 🎯 The 4 Findings)
Open Estimates
Total $
HOT $
Conversion Rate
Avg Days in Open
Tracked / Won
All HOT WARM COLD
💎 LIVE NUMBERS (Apr 15 multi-source pull): Open estimates = $6,424,012 across 2,272 estimates (memo said $4.88M — undersized by $1.54M). 73.6% of these belong to migrated customers presenting as "Existing Customer" in ST. Companion report: R23 Dismissed Recovery ★ ($15.62M walked-away pile).
TierCustomer / Phone / CityEstimate AmountEst. GP (63.3%) Days OldSold ByStatus TrackNotesST
Loading…