"Track an estimate from the first call to an approved repair order"
"Source","https://bluefinchadvisors.com/blog/track-an-estimate-from-the-first-call-to-an-approved-repair-order"
"Basis","This planning scenario uses the values entered. It is not an industry benchmark or a quote."

"Inputs","Value","Unit"
"Initial inquiries","60","number"
"Inquiries with inspection completed","45","number"
"Inspected inquiries with written estimate","36","number"
"Estimated inquiries with approved work","24","number"
"Approved inquiries with completed work","20","number"

"Results","Value","Unit"
"Written-estimate share of inspected inquiries","80","percent"
"Approval share of estimated inquiries","66.66666666666666","percent"
"Completion share of approved inquiries","83.33333333333334","percent"

"Calculation detail","Value","Unit"
"Inquiries without completed inspection","15","number"
"Inspected inquiries without written estimate","9","number"
"Estimated inquiries without approval","12","number"
"Approved inquiries without completion","4","number"

"Assumptions"
"One inquiry is the counting unit, even when multiple repair lines exist."
"Each later stage is a subset of the previous stage."
"Use a common observation date and current source records."
"Stage counts do not establish authorization without the actual approval record."

"Result notes"
"Read actual reasons before changing follow-up or prices."
"No revenue, lost-job classification or benchmark is assumed."

"Sources"
"FTC: Auto Repair Basics","https://consumer.ftc.gov/articles/auto-repair-basics"
"HubSpot: Create tasks","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Business dashboard scope","https://bluefinchadvisors.com/toolbox/business-dashboard"