"Build a wrap-shop CRM pipeline from vehicle inquiry to installation"
"Source","https://bluefinchadvisors.com/blog/build-a-wrap-shop-crm-pipeline-from-vehicle-inquiry-to-installation"
"Basis","This planning scenario uses the values entered. It is not an industry benchmark or a quote."

"Inputs","Value","Unit"
"Inquiries in the cohort","40","number"
"Quoted projects from this cohort","28","number"
"Accepted quoted projects","12","number"
"Completed accepted projects","10","number"

"Results","Value","Unit"
"Quote rate","70","percent"
"Acceptance rate","42.857142857142854","percent"
"Installation completion rate","83.33333333333334","percent"

"Calculation detail","Value","Unit"
"Inquiries not yet quoted","12","number"
"Quotes not yet accepted","16","number"
"Accepted projects not yet completed","2","number"

"Assumptions"
"Use one intake cohort and one common observation date."
"Each later count is a subset of the preceding count."
"Quote revisions do not create new projects."
"Open projects remain pending, not automatic losses."
"A zero denominator produces no rate, not zero percent."

"Result notes"
"Unconverted counts include pending projects and do not classify them as lost."
"The example is not a forecast or an industry benchmark. Read the underlying project outcomes before assigning causes."

"Sources"
"HubSpot: Set up and customize pipelines","https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines"
"HubSpot: Create tasks and associate customer records","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Business dashboard scope and demo","https://bluefinchadvisors.com/toolbox/business-dashboard"
"BlueFinch: Customer loyalty availability and terms","https://bluefinchadvisors.com/toolbox/customer-loyalty"