Commercial film inquiry-stage comparison
Follow distinct project inquiries through recorded assessment, proposal, acceptance and completion.
Use the interactive tool without signing up. It runs in your browser: enter your numbers, save a comparison, download results or print a working copy. Your numbers are not sent to BlueFinch.
Illustrative example inputs
These starting values show how the math works. They are not industry averages, customer results or a quote.
| Input | Example value |
|---|---|
Distinct qualifying inquiries One project-counting rule and intake period. | 30 |
Inquiries with completed site review Recorded assessment under the stated method. | 18 |
Reviewed inquiries with a current proposal One inquiry, even with several proposal revisions. | 12 |
Proposed inquiries with accepted scope Actual source-record decision, not a positive conversation. | 7 |
Accepted inquiries with completed work Completed outcome by the shared observation date. | 5 |
Example results
| Measure | Result |
|---|---|
Site-review share of inquiries Recorded reviewed inquiries divided by the intake group. | 60% |
Acceptance share of proposals Accepted inquiries divided by current-proposal inquiries. | 58.33% |
Completed share of accepted inquiries Recorded completion divided by accepted scope. | 71.43% |
Calculation detail
| Measure | Result |
|---|---|
| Proposal share of reviewed inquiries | 66.67% |
| Inquiries without site review | 12 |
| Reviewed inquiries without a proposal | 6 |
| Proposed inquiries without acceptance | 5 |
| Accepted inquiries without completed work | 2 |
Model assumptions
- One distinct project-inquiry cohort and observation date.
- Each stage remains a subset of the prior stage.
- Site and proposal status require actual source records.
- Pending records are not assumed losses or future sales.
Read alongside these results
- No proposal is approved and no installation is scheduled.
- Observed rates calculate neither revenue nor closing probability.
Download this worked example (CSV). Use the interactive version to export your own inputs and results.
The office reports several commercial film site visits while the owner wants to know which proposals moved forward. A calendar event and accepted scope answer different questions. Link each inquiry to its actual assessment and proposal records before the shop calls the whole group committed installation work.
The tool above follows one distinct inquiry group through five recorded stages. Starting values are fictional. Each later stage is a subset of the previous stage under the reporting rule. Multiple visits or proposal revisions do not create extra inquiries. The calculator reports observed shares, not a forecast or contract decision.
Use with this guide
Route the commercial application
Connect the inquiry to the right assessment process.
Check dashboard scope
Use actual source records alongside the owner workspace.
Review measurement changes
Keep proposal scope and actual payment questions connected.
Architectural tint leads: identify the approval contact
Separate architectural tint inquiries from installation approval. Use the contact-role sheet for tenants, property managers, buyers and site-access contacts.
Browse the complete window tint guides and worksheets.
Choose the inquiry group and observation date
Define which project requests belong in the intake period and what qualifies as a distinct inquiry. One customer might have several buildings, while one project might produce repeated messages. State the counting rule before opening the report. Keep duplicates and excluded work documented so the next reviewer can reproduce the selected totals.
Select a single observation date and keep projects awaiting a future decision visible. Open work is not automatically lost work. The date identifies when you reviewed the report, not when every project should have reached installation. Retain the actual pending status so the next reviewer does not turn an agreed later decision into a failed inquiry.
Use a record for each stage transition
Count a site assessment under your actual recorded-review definition. A request for a visit is not a completed assessment. A written proposal needs the current scope and version. Count acceptance only when the appropriate decision is recorded under your business process. A favorable conversation does not automatically approve work or reserve installation capacity.
HubSpot’s pipeline guidance describes stages showing where a record stands in a process. Use stages appropriate to your commercial work and account capabilities. The percentages in this worksheet are observed transitions within one group. They are not vendor deal-probability settings or proof a remaining proposal will close.
Sources for this section: HubSpot: Pipeline stages, processes and account limits
Read each fictional rate with its own denominator
The example begins with 30 inquiries, 18 with recorded site review, 12 with a current proposal, seven with accepted scope and five with completed work. Site-review share is 60 percent of inquiries. Proposal share is about 66.67 percent of reviewed inquiries. Acceptance share is about 58.33 percent of proposals.
Completion share is about 71.43 percent of accepted inquiries. Twelve initial inquiries lack a recorded site review, six reviewed inquiries lack a proposal, five proposed inquiries lack acceptance and two accepted inquiries lack completion. These are recorded gaps, not confirmed losses. Empty denominators remain unavailable and later-stage counts cannot exceed their source stage.
Check the scope behind the pending proposal
List the reasons behind selected pending records. The customer might be reviewing the scope, site information might be unresolved or the agreed timing might be later. Distinguish confirmed evidence from staff assumptions. Further price reductions do not answer an unresolved access or approval question. Find the actual next decision before changing the offer.
LLumar’s architectural FAQ explains compatible product selection depends on the glass and application. Keep that qualified review separate from sales-stage labels. An accepted proposal does not establish every technical requirement was assessed. The current scope, assessment evidence and required approval belong in the actual project record.
Sources for this section: LLumar: Architectural glass compatibility and product-specific care
Assign the missing action before reporting expected sales
Use a task owner, date and associated project reference for the selected gap. HubSpot documents those fields. A due date organizes staff work but confirms no site visit, customer acceptance or installation outcome. Export the cohort for the meeting, then have staff update the source records after the real next action.
BlueFinch’s dashboard is an owner workspace, not a commercial installation scheduler or a universal CRM integration. Keep booked work and collected revenue in their responsible systems. A higher acceptance share deserves a comparable-cohort review. It does not justify multiplying open proposals by guessed job values and reporting that total as money collected.
Sources for this section: HubSpot: Task owners and associated records · BlueFinch: Owner dashboard scope
Primary sources
BlueFinch last reviewed these sources on October 4, 2026. Payment rules and state requirements can change.
- HubSpot: Pipeline stages, processes and account limits
- LLumar: Architectural glass compatibility and product-specific care
- HubSpot: Task owners and associated records
- BlueFinch: Owner dashboard scope
Use this page for general business information. It is not legal, tax, or accounting advice.
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