You can’t improve what you don’t measure. Insights turns all your quoting into a simple read on the health of your business — revenue, win rate, and how much work you’re putting out.
The numbers that matter
Open your insights
Your insights show the vitals at a glance — revenue, your win rate, and how many quotes you’ve sent — so you can see the trend, not just today.
app.getlever.aiRevenue · 30d$9,480 14%Win rate62%Quotes sent · 30d28
- Revenue — what you’ve actually earned over a period.
- Win rate — the share of your quotes that turn into jobs. Rising is good; a dip is worth a look.
- Quotes sent — your activity. It’s the input that drives everything else.
What to do with it
If revenue’s flat, the fastest lever is usually quotes sent — more at-bats. If your win rate is low, look at pricing and follow-up. The numbers point you at the one thing worth changing this month.
Common snags
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