How often do your quotes turn into work? The approval-rate card answers that with a number instead of a hunch, so pricing decisions stop being a feeling.
Find the card
- Open Reports → Ops.
- Find the approval rate card.
How the rate is calculated
Your approval rate is the share of decided estimates that came back yes:
- Approved (including those that were deposited) counts as a win.
- Denied counts as a loss.
- The rate is approved divided by all decided — that is, approved plus denied.
Estimates still awaiting a decision aren’t counted either way, so the rate reflects only quotes your clients actually ruled on.
Per-client breakdown
The card includes a per-client table, so you can see where you win consistently and where you keep losing — useful for spotting which clients your pricing fits.
The default window
The card shows the last 90 days by default, giving you a recent, relevant read rather than a lifetime average.
Tip: A near-perfect approval rate can mean you’re pricing too low. Read it alongside the per-client table to find room to raise your numbers.
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