Dashboard Addon: Win Rate Tracker
How many quotes turn into jobs? This panel tracks your conversion rate by job type, price range, and customer type — so you know where you're winning and where quotes go to die.
Before & After
You sent 15 quotes last month. Some turned into jobs, some didn't. You have a vague sense that "most" of them close, but you're not sure if the big quotes convert differently than the small ones.
You keep quoting the same way and hoping for the best.
Your dashboard now shows win rate breakdowns:
- Overall: 62% (9 of 15 quoted)
- Under $2K: 78% win rate
- Over $5K: 33% win rate
- Returning customers: 85%
Now you know your big quotes need work — and your repeat customers are nearly automatic.
What You Need
- Business Command Center — set it up first if you haven't
- Two Tabs with status history — your Inbound tab needs to track when quotes move to accepted or declined
- 5 minutes — confirm your tracking is in place, Claude builds the panel
Confirm Your Quote Tracking
The win rate panel needs to see quote outcomes. Tell Claude:
If your sheet already has a status column (quoted, won, lost, etc.), you're good to go. If not, Claude will help you add one — it's just a column with a few status values.
Claude Adds the Win Rate Panel
Tell Claude:
Claude reads your existing dashboard, adds the win rate panel, and saves the updated skill. The numbers update every time you open the dashboard.
What You've Built
- Overall win rate front and center on your dashboard
- Breakdowns by job type, price range, and customer type
- Trend line showing if your close rate is improving or declining
- Data that updates every time you run your dashboard
When you know your win rate by segment, you can focus your energy where it converts — and fix the leaks where it doesn't.
Keep Building Your Dashboard
Win rate is one piece of the sales picture. These guides help you close more and follow up better.
Want help wiring up your full dashboard?
Book a Starter Session (90 min)Or do it yourself — everything on this page is free.
Skill: Dashboard Addon: Win Rate Tracker
What this is for: Add a win rate tracker panel to the user's existing Business Command Center dashboard. This panel shows quotes sent vs accepted, conversion rate by job type, price range, and customer type.
When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL.