Speed & Lead Time Benchmarks
Win Rates & Lead Sources
Team Performance & Goals
Customer Types & Win Rates
Rep Spotlight & Top Clients
100

What percentage of buyers make their purchasing decision based solely on which service business responds to their initial quote request first?

What is 78%?

100

What is the average win rate for warm inbound quote requests compared to cold outbound outreach?

What is 30%–45% (Inbound) vs. 8%–15% (Cold Outbound)?

100

What is our company-wide 2026 Won Bid Goal, and how much is left remaining to hit that target?


What is a $6,000,000 goal with $1,625,909 remaining?

100

Which customer category holds our highest win rate percentage (# win rate) for 2026 at 76%?

What are Designers?

100

Which top client is our largest account overall by total won bids over the past 6 months, totaling $293,890?


Who is Lannon Millwork?

200

Responding to a lead within 5 minutes increases your chances of qualifying them by this many times compared to waiting 30 minutes.

What is 21 times?

200

Which lead generation source delivers the highest average closing rate (35% to 55%) for service providers?

What are referrals / partner recommendations?

200

Which sales rep holds the highest overall win rate percentage for 2026 at 67%?


Who is Trevor?

200

In terms of total dollar volume won by customer type in 2026, which group ranks second behind Homeowners with $758,761 won?


What are Remodelers?

200

Which home builder ranks as our second-largest client overall by won bids, bringing in $230,910?


Who is Kings Way Homes?


300

While 82% of consumers expect a response within 10 minutes, what is the actual average response time for businesses receiving online web leads?

What is ~42 to 47 hours?

300

Why is deal velocity critical? Service opportunities closing under 50 days have a 47% win rate, but what happens to the win rate % when sales cycles stretch past 50 days?

What is dropping to 20% or lower?

300

Out of all six sales reps, who achieved the highest percentage to their individual monthly goal in September 2026 at 122%?


Who is Mikayla ($81,195 won vs. $66,667 goal)?


300

What is our overall company-wide 2026 win rate percentage by number of bids (#)?

What is 44% (295 won out of 663 bids)?

300

Which client generated $41,715 in won bids, placing them at the top of Katie's client list?

Who is Perthel Homes?

400

What percentage of closed sales require 5 or more follow-up interactions before the client signs?

What is 80%?

400

Excluding repeat business, which new lead source brings in the highest total bid dollar value company-wide ($1,802,065)?

What are Referrals?

400

Which sales rep leads the team with the highest number of total submitted bids this year at 146 bids?

Who is Chris?

400

Which customer segment experienced the sharpest year-over-year win rate drop between 2025 and 2026 (falling from 58% down to 23%)?


What is K&B (Kitchen & Bath dealers)?

400

Which client serves as Mick's top account by won bids, totaling $39,500?


Who is Renz Construction?

500

By which outreach attempt have 93% of all converted service leads been successfully reached?

What is the 6th attempt?

500

Across all 12-month contract sources, what total bid dollar volume is driven by Repeat business?


What is $12,226,751?

500

Looking at Kevin's new bid sources breakdown, which channel brings in the highest volume of bids outside of repeat business, totaling $216,375?

What is Social Media?  

500

How many total bids were submitted to New Home Builders in 2026, and what was our total won dollar value from them?


What is 49 bids submitted with $952,317 won?


500

Which commercial/industrial construction client accounts for $104,000 in total won bids shared across team reports?

Who is VJS Construction Services?

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