KPI Dashboards Free
Estimate Pipeline Dashboard: See Which Open Quotes Are Quietly Dying Before They Cost You The Job
Updated by BYOND Enterprises
Updated by BYOND Enterprises
Most home-service owners can tell you how many estimates they sent out this month. Far fewer can tell you, without digging through texts and a notebook, which of those estimates are still open, which ones went quiet after the customer asked a question nobody answered, and which ones are close to a decision right now. That gap is where quoted work quietly turns into lost work: not because the price was wrong, but because nobody was tracking the estimate after it left your hands.
This dashboard tracks the full path an estimate actually takes: estimate sent, delivery confirmed, question detected, follow-up triggered, decision captured, pipeline updated. Every stage has a named owner and a piece of evidence attached to it, so instead of one fuzzy “still pending” status, you get six specific checkpoints, and a follow-up that never happened becomes visible instead of invisible. The included worksheet columns (Business, Owner, Baseline, Current, Target, Status, Evidence, Next Action, Review Date) turn that into a repeatable weekly or monthly review instead of a one-time snapshot.
It ships in three formats: an interactive HTML dashboard for a quick visual read, a CSV for anyone who lives in a spreadsheet, and a JSON export if you want the same fields inside another system. The seeded example shows a close rate moving from an 18 percent baseline to a 24 percent current rate against a 32 percent target. Replace it with your own numbers and the same structure works for tracking your real pipeline starting today.
Three formats of the same tracker: an interactive HTML dashboard you open in a browser, a CSV you can drop straight into a spreadsheet, and a JSON version if you want to pull the same fields into another tool. All three track the same columns: Record ID, Business, Owner, Baseline, Current, Target, Status, Evidence, Next Action, and Review Date.
No. The CSV opens in any spreadsheet app, the HTML file opens in any browser with no install, and the JSON is a plain data file for anyone comfortable working with one directly.
Six stages, in order: estimate sent, delivery confirmed, question detected, follow-up triggered, decision captured, pipeline updated. Each stage gets a named owner and a piece of evidence, so 'the estimate is out there somewhere' becomes six specific, checkable moments instead of one vague status.
Yes: the baseline, current, and target numbers, the owner assignments, and the evidence source are all yours to set. The seeded example row (an 18 percent baseline close rate moving to a 24 percent current rate against a 32 percent target) is there to show the shape of the tracker, not a number you're expected to match.
Your first win
Open the HTML file, replace the seeded example row with your own business name and current close rate, and you have a real baseline-to-target view of your estimate pipeline before you've made a single follow-up call.
Free download. No card, no catch.