EstimateRelayMultiply eligible outstanding estimate value by an assumed incremental recovery rate. For example, $25,000 × 10% = $2,500 in hypothetical booked job value, before costs, cancellations and collection risk.
Define the amount you are modeling
Use current eligible open proposals, not every historical quote. Exclude declined, expired, duplicated and opted-out opportunities as appropriate. If one homeowner has mutually exclusive proposal options, count only one plausible option or use a clearly defined weighted estimate. The calculator assumes the selected value represents distinct opportunities that could be accepted; it does not validate the input.
Understand the recovery rate
An assumed incremental recovery rate is the additional share of eligible estimate dollars that could be booked through an improved process, beyond the baseline that would have happened anyway. It is a scenario assumption, not a measured close rate. Use a range rather than a single optimistic figure. For a $25,000 eligible queue, 5% models $1,250, 10% models $2,500 and 15% models $3,750. These are examples, not forecasts.
Translate booked value into business economics
Booked job value is not collected revenue or profit. Suppose a hypothetical $2,500 booking is fully completed and collected with $1,500 in direct job costs. The resulting contribution is $1,000 before overhead, tax and additional selling costs. If the project is canceled or unpaid, the actual result differs. An agency should not attribute the entire $2,500 to marketing or the toolkit without evidence of causation.
Track a baseline before claiming improvement
Choose a consistent cohort of estimates and a fixed observation window, such as estimates sent in one month with decisions observed over the next 30 days. Calculate count-based acceptance as accepted quotes divided by eligible quotes sent, and value-based acceptance as accepted quote value divided by eligible quote value. Keep undecided quotes visible. Use the same definitions in the next period, and note seasonality, pricing and lead-source changes.
Use the number to prioritize a test
In a review meeting, ask whether the potential upside justifies a short process trial. Assign next actions, measure completion and record actual accepted jobs over the agreed window. Do not use the hypothetical result as an ROI promise. The online calculator runs locally in the browser and is a planning tool; the downloadable workbook supports reviewing the underlying opportunity queue.
Key takeaway
Model incremental opportunity, then measure real decisions and collections. Never present a scenario as earned revenue.
Original educational guidance. Examples and modeled figures are illustrative, not actual customer results. Use only permitted communication channels, follow applicable consent and opt-out rules, and seek qualified advice where needed.