Roofing
Roofing Close Rate Calculator
Measure what share of roofing quotes convert and what a few points are worth.
Result
A close rate is only comparable against your own history. It moves with how you count a quote, with the mix of work and with how quickly you follow up, so the trend matters more than the number.
Get a Free Business AuditWhat moves the number
- Speed to quote, which in storm-driven work is decisive.
- Whether options were presented or a single price given.
- Follow-up, since roofing decisions often take weeks.
Where this one goes wrong
Comparing close rate across storm and non-storm periods. Storm work converts very differently, and blending the two produces a figure that describes neither.
Questions
About this calculator
Why is roofing close rate lower than other trades?
Because it is a large considered purchase with multiple quotes and often an insurance process. A lower rate is normal; the trend and the reasons for loss are the useful parts.
Does speed matter?
Considerably after a storm, when many homeowners are calling several companies at once. Being first with a credible figure is a real advantage.
What should be tracked on a loss?
Price, timing, scope or insurance outcome. They are different problems and only recording the reason tells you which one you have.
The formula
close rate = jobs won / quotes given
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How to use this calculator
- Quotes given per month. Enter your own figure; the page starts at 60.
- Jobs won. Enter your own figure; the page starts at 24.
- Average job value ($). Enter your own figure; the page starts at $9,800.
- Improvement to test (%). Enter your own figure; the page starts at 5%.
The result updates as you type, so you can try a figure, see what it does to close rate, and change it back. Nothing you enter is sent anywhere or saved.
A worked example
These are the figures the calculator opens with. Every number in the results column below is produced by the same calculation the page runs, so you can follow it through before putting your own figures in.
What goes in
| Input | Value |
|---|---|
| Quotes given per month | 60 |
| Jobs won | 24 |
| Average job value | $9,800 |
| Improvement to test | 5% |
What comes out
| Result | Value |
|---|---|
| Close rate main result | 40.0% |
| Revenue from quotes won | $235,200 |
| Revenue at the higher rate | $264,600 |
| Extra revenue per month | $29,400 |
| Value sitting in lost quotes | $352,800 |
You close 40.0% of quotes. Lifting that by 5 points is worth $29,400 a month, and there is $352,800 a month sitting in quotes you did not win.
How sensitive the answer is
Holding everything else steady and changing only average job value, this is what happens to close rate. It is worth knowing which of your inputs the answer actually hinges on, and which barely move it.
| Average job value ($) | Close rate |
|---|---|
| $4,900 | 40.0% |
| $7,350 | 40.0% |
| $9,800 example above | 40.0% |
| $14,700 | 40.0% |
| $19,600 | 40.0% |
Every other input is held at the example value while this one changes, which is not how a real job behaves. Treat it as a guide to which number matters most, not as five separate quotes.
What each figure means
- Quotes given per month
- A number, between 0 and 5000, starting at 60.
- Jobs won
- A number, between 0 and 5000, starting at 24.
- Average job value ($)
- A money amount, starting at $9,800.
- Improvement to test (%)
- A percentage, between 0 and 60, starting at 5%.
What the results tell you
| Result | What it is |
|---|---|
| Close rate | The headline result. A percentage. |
| Revenue from quotes won | A money figure. |
| Revenue at the higher rate | A money figure. |
| Extra revenue per month | A money figure. |
| Value sitting in lost quotes | A money figure. |
What this cannot see
Material quantities assume a clean rectangular plane and the waste factor you enter. Valleys, hips, dormers, penetrations and a steep pitch all raise real waste, and a tear-off frequently uncovers decking that was not in the quote.
Estimating is the easy part
The jobs you never hear about cost more than the ones you mis-measure. BDEVY builds the marketing, systems and automation that bring them in.