Your business

Read your insights — revenue & win rate

See how your business is really doing: what you've quoted, what you've won, and what you've earned.

About 3 minUpdated Jul 2026

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

  1. 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.ai
    Revenue · 30d
    $9,480 14%
    Win rate
    62%
    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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