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close rate versus conversion rate theyre not the same thing you see close rate is a measure of sold estimates whereas conversion rate is a measure of sold invoices and revenue so lets say you have a consultant or a salesperson who goes out and provides free estimates you want to be tracking their close rate not their conversion rate because all of the invoices on their jobs are going to be zero dollars since theyre not charging for their estimates their conversion rate is going to look very very bad thats not what you want to track you care about how many of those estimates are being sold and so you want to track the close rate conversion rate is a metric for technicians who actually have dollar amounts on their invoices so keep this in mind when youre pulling reports for sales people as well as when youre looking at a salespersons technician scorecard if youre looking at their scorecard and they are in sales make sure that the sales division is selected because that is going t
