Lead cohorts by conversion month
| Lead cohort | Count flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Leads | 15 | - | |||||||
| Estimates | 13 | 2 | 15 | - | ||||||
| Approvals | 3 | 3 | 2 | 8 | 53.3% | |||||
| Jan 2026 | Leads | 167 | 167 | - | ||||||
| Estimates | 139 | 2 | 141 | - | ||||||
| Approvals | 25 | 28 | 14 | 14 | 86 | 61.0% | ||||
| Feb 2026 | Leads | 155 | 155 | - | ||||||
| Estimates | 107 | 9 | 116 | - | ||||||
| Approvals | 28 | 39 | 10 | 81 | 69.8% | |||||
| Mar 2026 | Leads | 653 | 653 | - | ||||||
| Estimates | 470 | 56 | 526 | - | ||||||
| Approvals | 216 | 118 | 359 | 68.3% | ||||||
| Apr 2026 | Leads | 742 | 742 | - | ||||||
| Estimates | 550 | 39 | 3 | 1 | 593 | - | ||||
| Approvals | 292 | 45 | 9 | 3 | 354 | 59.7% | ||||
| May 2026 | Leads | 802 | 802 | - | ||||||
| Estimates | 624 | 60 | 684 | - | ||||||
| Approvals | 376 | 82 | 3 | 461 | 67.4% | |||||
| Jun 2026 | Leads | 1,020 | 1,020 | - | ||||||
| Estimates | 792 | 69 | 861 | - | ||||||
| Approvals | 477 | 59 | 536 | 62.3% | ||||||
| Jul 2026 | Leads | 304 | 304 | - | ||||||
| Estimates | 197 | 197 | - | |||||||
| Approvals | 99 | 99 | 50.3% |
Lead cohort value by conversion month
| Lead cohort | Dollar flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Estimate value | $44.0K | $11.6K | $55.6K | - | |||||
| Approved value | $4,475 | $16.4K | $3,100 | $24.0K | 53.3% | |||||
| Jan 2026 | Estimate value | $529.7K | $2,350 | $532.1K | - | |||||
| Approved value | $52.1K | $75.9K | $49.6K | $31.1K | $223.9K | 61.0% | ||||
| Feb 2026 | Estimate value | $488.4K | $25.2K | $513.6K | - | |||||
| Approved value | $96.0K | $99.2K | $26.1K | $237.0K | 69.8% | |||||
| Mar 2026 | Estimate value | $1.52M | $215.1K | $1.73M | - | |||||
| Approved value | $571.7K | $342.3K | $977.9K | 68.3% | ||||||
| Apr 2026 | Estimate value | $1.95M | $138.3K | $7,750 | $600 | $2.10M | - | |||
| Approved value | $928.1K | $144.7K | $31.6K | $6,375 | $1.14M | 59.7% | ||||
| May 2026 | Estimate value | $2.20M | $204.2K | $2.41M | - | |||||
| Approved value | $1.15M | $231.1K | $22.2K | $1.40M | 67.4% | |||||
| Jun 2026 | Estimate value | $2.78M | $452.1K | $3.23M | - | |||||
| Approved value | $1.38M | $187.2K | $1.57M | 62.3% | ||||||
| Jul 2026 | Estimate value | $677.1K | $677.1K | - | ||||||
| Approved value | $232.9K | $232.9K | 50.3% |
Read across each lead-created cohort to see when its estimates and approvals occurred. 89 estimates are retained in totals but excluded from cohort timing because no deterministic lead link exists. 40 approved estimates remain in approval totals but have no trustworthy approval date.
Lead cohorts by conversion month
| Lead cohort | Count flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Leads | 6 | - | |||||||
| Estimates | 5 | 1 | 6 | - | ||||||
| Approvals | 1 | 3 | 4 | 66.7% | ||||||
| Jan 2026 | Leads | 81 | 81 | - | ||||||
| Estimates | 74 | 1 | 75 | - | ||||||
| Approvals | 18 | 15 | 8 | 8 | 49 | 65.3% | ||||
| Feb 2026 | Leads | 89 | 89 | - | ||||||
| Estimates | 63 | 3 | 66 | - | ||||||
| Approvals | 21 | 31 | 8 | 60 | 90.9% | |||||
| Mar 2026 | Leads | 318 | 318 | - | ||||||
| Estimates | 254 | 21 | 275 | - | ||||||
| Approvals | 144 | 69 | 217 | 78.9% | ||||||
| Apr 2026 | Leads | 329 | 329 | - | ||||||
| Estimates | 270 | 18 | 288 | - | ||||||
| Approvals | 196 | 18 | 1 | 215 | 74.7% | |||||
| May 2026 | Leads | 382 | 382 | - | ||||||
| Estimates | 325 | 20 | 345 | - | ||||||
| Approvals | 264 | 32 | 296 | 85.8% | ||||||
| Jun 2026 | Leads | 463 | 463 | - | ||||||
| Estimates | 390 | 19 | 409 | - | ||||||
| Approvals | 304 | 22 | 326 | 79.7% | ||||||
| Jul 2026 | Leads | 98 | 98 | - | ||||||
| Estimates | 67 | 67 | - | |||||||
| Approvals | 51 | 51 | 76.1% |
Lead cohort value by conversion month
| Lead cohort | Dollar flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Estimate value | $18.6K | $1,200 | $19.8K | - | |||||
| Approved value | $1,200 | $16.4K | $17.6K | 66.7% | ||||||
| Jan 2026 | Estimate value | $253.5K | $1,600 | $255.1K | - | |||||
| Approved value | $38.8K | $30.5K | $19.7K | $19.2K | $108.2K | 65.3% | ||||
| Feb 2026 | Estimate value | $225.2K | $7,300 | $232.6K | - | |||||
| Approved value | $78.2K | $80.4K | $18.2K | $176.8K | 90.9% | |||||
| Mar 2026 | Estimate value | $775.0K | $38.4K | $813.4K | - | |||||
| Approved value | $372.1K | $190.7K | $570.6K | 78.9% | ||||||
| Apr 2026 | Estimate value | $913.0K | $42.5K | $955.5K | - | |||||
| Approved value | $616.4K | $49.9K | $4,000 | $670.2K | 74.7% | |||||
| May 2026 | Estimate value | $932.6K | $50.8K | $983.5K | - | |||||
| Approved value | $746.4K | $83.8K | $830.1K | 85.8% | ||||||
| Jun 2026 | Estimate value | $1.24M | $57.5K | $1.30M | - | |||||
| Approved value | $854.7K | $53.5K | $908.2K | 79.7% | ||||||
| Jul 2026 | Estimate value | $188.8K | $188.8K | - | ||||||
| Approved value | $124.2K | $124.2K | 76.1% |
Read across each lead-created cohort to see when its estimates and approvals occurred. 46 estimates are retained in totals but excluded from cohort timing because no deterministic lead link exists. 4 approved estimates remain in approval totals but have no trustworthy approval date.
Lead cohorts by conversion month
| Lead cohort | Count flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Leads | 3 | - | |||||||
| Estimates | 3 | 3 | - | |||||||
| Approvals | 2 | 2 | 66.7% | |||||||
| Jan 2026 | Leads | 32 | 32 | - | ||||||
| Estimates | 22 | 1 | 23 | - | ||||||
| Approvals | 3 | 6 | 3 | 3 | 16 | 69.6% | ||||
| Feb 2026 | Leads | 29 | 29 | - | ||||||
| Estimates | 19 | 2 | 21 | - | ||||||
| Approvals | 5 | 4 | 1 | 11 | 52.4% | |||||
| Mar 2026 | Leads | 218 | 218 | - | ||||||
| Estimates | 131 | 25 | 156 | - | ||||||
| Approvals | 55 | 38 | 98 | 62.8% | ||||||
| Apr 2026 | Leads | 275 | 275 | - | ||||||
| Estimates | 174 | 9 | 2 | 1 | 186 | - | ||||
| Approvals | 64 | 21 | 2 | 2 | 90 | 48.4% | ||||
| May 2026 | Leads | 241 | 241 | - | ||||||
| Estimates | 169 | 29 | 198 | - | ||||||
| Approvals | 67 | 33 | 1 | 101 | 51.0% | |||||
| Jun 2026 | Leads | 296 | 296 | - | ||||||
| Estimates | 205 | 33 | 238 | - | ||||||
| Approvals | 94 | 20 | 114 | 47.9% | ||||||
| Jul 2026 | Leads | 67 | 67 | - | ||||||
| Estimates | 54 | 54 | - | |||||||
| Approvals | 20 | 20 | 37.0% |
Lead cohort value by conversion month
| Lead cohort | Dollar flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Estimate value | $8,375 | $8,375 | - | ||||||
| Approved value | $3,275 | $3,275 | 66.7% | |||||||
| Jan 2026 | Estimate value | $72.2K | $750 | $73.0K | - | |||||
| Approved value | $5,750 | $14.3K | $13.7K | $4,300 | $39.6K | 69.6% | ||||
| Feb 2026 | Estimate value | $115.5K | $5,175 | $120.7K | - | |||||
| Approved value | $13.8K | $10.1K | $3,050 | $28.0K | 52.4% | |||||
| Mar 2026 | Estimate value | $372.9K | $107.6K | $480.4K | - | |||||
| Approved value | $140.2K | $125.7K | $279.2K | 62.8% | ||||||
| Apr 2026 | Estimate value | $529.6K | $37.3K | $5,800 | $600 | $573.3K | - | |||
| Approved value | $176.1K | $56.5K | $5,800 | $2,375 | $248.3K | 48.4% | ||||
| May 2026 | Estimate value | $630.6K | $106.7K | $737.3K | - | |||||
| Approved value | $223.0K | $90.5K | $17.1K | $330.5K | 51.0% | |||||
| Jun 2026 | Estimate value | $651.0K | $312.8K | $963.8K | - | |||||
| Approved value | $244.8K | $49.9K | $294.7K | 47.9% | ||||||
| Jul 2026 | Estimate value | $200.2K | $200.2K | - | ||||||
| Approved value | $43.1K | $43.1K | 37.0% |
Read across each lead-created cohort to see when its estimates and approvals occurred. 19 estimates are retained in totals but excluded from cohort timing because no deterministic lead link exists. 8 approved estimates remain in approval totals but have no trustworthy approval date.
Lead cohorts by conversion month
| Lead cohort | Count flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Leads | 6 | - | |||||||
| Estimates | 5 | 1 | 6 | - | ||||||
| Approvals | 2 | 2 | 33.3% | |||||||
| Jan 2026 | Leads | 47 | 47 | - | ||||||
| Estimates | 36 | 36 | - | |||||||
| Approvals | 2 | 2 | 3 | 3 | 14 | 38.9% | ||||
| Feb 2026 | Leads | 35 | 35 | - | ||||||
| Estimates | 23 | 4 | 27 | - | ||||||
| Approvals | 2 | 2 | 1 | 8 | 29.6% | |||||
| Mar 2026 | Leads | 103 | 103 | - | ||||||
| Estimates | 71 | 10 | 81 | - | ||||||
| Approvals | 7 | 11 | 33 | 40.7% | ||||||
| Apr 2026 | Leads | 113 | 113 | - | ||||||
| Estimates | 85 | 12 | 97 | - | ||||||
| Approvals | 15 | 6 | 5 | 30 | 30.9% | |||||
| May 2026 | Leads | 124 | 124 | - | ||||||
| Estimates | 93 | 10 | 103 | - | ||||||
| Approvals | 28 | 15 | 2 | 45 | 43.7% | |||||
| Jun 2026 | Leads | 156 | 156 | - | ||||||
| Estimates | 121 | 9 | 130 | - | ||||||
| Approvals | 40 | 10 | 50 | 38.5% | ||||||
| Jul 2026 | Leads | 84 | 84 | - | ||||||
| Estimates | 39 | 39 | - | |||||||
| Approvals | 8 | 8 | 20.5% |
Lead cohort value by conversion month
| Lead cohort | Dollar flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Pre-2026 carryover | Estimate value | $17.1K | $10.4K | $27.4K | - | |||||
| Approved value | $3,100 | $3,100 | 33.3% | |||||||
| Jan 2026 | Estimate value | $171.7K | $171.7K | - | ||||||
| Approved value | $3,300 | $3,100 | $16.2K | $7,550 | $43.9K | 38.9% | ||||
| Feb 2026 | Estimate value | $147.2K | $12.7K | $159.9K | - | |||||
| Approved value | $4,025 | $8,200 | $4,800 | $31.7K | 29.6% | |||||
| Mar 2026 | Estimate value | $306.8K | $69.1K | $376.0K | - | |||||
| Approved value | $19.6K | $26.0K | $77.9K | 40.7% | ||||||
| Apr 2026 | Estimate value | $424.3K | $58.5K | $482.8K | - | |||||
| Approved value | $65.2K | $38.3K | $19.1K | $139.4K | 30.9% | |||||
| May 2026 | Estimate value | $447.7K | $44.8K | $492.5K | - | |||||
| Approved value | $76.8K | $54.4K | $5,150 | $136.3K | 43.7% | |||||
| Jun 2026 | Estimate value | $583.2K | $47.5K | $630.7K | - | |||||
| Approved value | $145.8K | $49.2K | $195.0K | 38.5% | ||||||
| Jul 2026 | Estimate value | $173.2K | $173.2K | - | ||||||
| Approved value | $19.8K | $19.8K | 20.5% |
Read across each lead-created cohort to see when its estimates and approvals occurred. 15 estimates are retained in totals but excluded from cohort timing because no deterministic lead link exists. 27 approved estimates remain in approval totals but have no trustworthy approval date.
Lead cohorts by conversion month
| Lead cohort | Count flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 2026 | Leads | 0 | - | |||||||
| Estimates | 0 | - | ||||||||
| Approvals | 0 | 0.0% | ||||||||
| Feb 2026 | Leads | 0 | - | |||||||
| Estimates | 0 | - | ||||||||
| Approvals | 0 | 0.0% | ||||||||
| Mar 2026 | Leads | 0 | - | |||||||
| Estimates | 0 | - | ||||||||
| Approvals | 0 | 0.0% | ||||||||
| Apr 2026 | Leads | 0 | - | |||||||
| Estimates | 0 | - | ||||||||
| Approvals | 0 | 0.0% | ||||||||
| May 2026 | Leads | 37 | 37 | - | ||||||
| Estimates | 20 | 1 | 21 | - | ||||||
| Approvals | 2 | 2 | 4 | 19.0% | ||||||
| Jun 2026 | Leads | 77 | 77 | - | ||||||
| Estimates | 54 | 7 | 61 | - | ||||||
| Approvals | 20 | 6 | 26 | 42.6% | ||||||
| Jul 2026 | Leads | 35 | 35 | - | ||||||
| Estimates | 20 | 20 | - | |||||||
| Approvals | 9 | 9 | 45.0% |
Lead cohort value by conversion month
| Lead cohort | Dollar flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 2026 | Estimate value | $0 | - | |||||||
| Approved value | $0 | 0.0% | ||||||||
| Feb 2026 | Estimate value | $0 | - | |||||||
| Approved value | $0 | 0.0% | ||||||||
| Mar 2026 | Estimate value | $0 | - | |||||||
| Approved value | $0 | 0.0% | ||||||||
| Apr 2026 | Estimate value | $0 | - | |||||||
| Approved value | $0 | 0.0% | ||||||||
| May 2026 | Estimate value | $87.1K | $1,875 | $89.0K | - | |||||
| Approved value | $7,350 | $2,525 | $9,875 | 19.0% | ||||||
| Jun 2026 | Estimate value | $240.2K | $30.2K | $270.5K | - | |||||
| Approved value | $78.8K | $30.7K | $109.5K | 42.6% | ||||||
| Jul 2026 | Estimate value | $63.6K | $63.6K | - | ||||||
| Approved value | $27.5K | $27.5K | 45.0% |
Read across each lead-created cohort to see when its estimates and approvals occurred. 0 estimates are retained in totals but excluded from cohort timing because no deterministic lead link exists. 0 approved estimates remain in approval totals but have no trustworthy approval date.
Lead cohorts by conversion month
| Lead cohort | Count flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 2026 | Leads | 2 | 2 | - | ||||||
| Estimates | 2 | 2 | - | |||||||
| Approvals | 2 | 2 | 100.0% | |||||||
| Feb 2026 | Leads | 0 | - | |||||||
| Estimates | 0 | - | ||||||||
| Approvals | 0 | 0.0% | ||||||||
| Mar 2026 | Leads | 6 | 6 | - | ||||||
| Estimates | 6 | 6 | - | |||||||
| Approvals | 2 | 3 | 50.0% | |||||||
| Apr 2026 | Leads | 3 | 3 | - | ||||||
| Estimates | 3 | 3 | - | |||||||
| Approvals | 2 | 2 | 66.7% | |||||||
| May 2026 | Leads | 0 | - | |||||||
| Estimates | 0 | - | ||||||||
| Approvals | 0 | 0.0% | ||||||||
| Jun 2026 | Leads | 3 | 3 | - | ||||||
| Estimates | 2 | 2 | - | |||||||
| Approvals | 1 | 1 | 50.0% | |||||||
| Jul 2026 | Leads | 0 | - | |||||||
| Estimates | 0 | - | ||||||||
| Approvals | 0 | 0.0% |
Lead cohort value by conversion month
| Lead cohort | Dollar flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 2026 | Estimate value | $5,400 | $5,400 | - | ||||||
| Approved value | $5,400 | $5,400 | 100.0% | |||||||
| Feb 2026 | Estimate value | $0 | - | |||||||
| Approved value | $0 | 0.0% | ||||||||
| Mar 2026 | Estimate value | $33.0K | $33.0K | - | ||||||
| Approved value | $10.0K | $20.4K | 50.0% | |||||||
| Apr 2026 | Estimate value | $21.4K | $21.4K | - | ||||||
| Approved value | $11.8K | $11.8K | 66.7% | |||||||
| May 2026 | Estimate value | $0 | - | |||||||
| Approved value | $0 | 0.0% | ||||||||
| Jun 2026 | Estimate value | $5,800 | $5,800 | - | ||||||
| Approved value | $3,000 | $3,000 | 50.0% | |||||||
| Jul 2026 | Estimate value | $0 | - | |||||||
| Approved value | $0 | 0.0% |
Read across each lead-created cohort to see when its estimates and approvals occurred. 1 estimates are retained in totals but excluded from cohort timing because no deterministic lead link exists. 1 approved estimates remain in approval totals but have no trustworthy approval date.
Lead cohorts by conversion month
| Lead cohort | Count flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 2026 | Leads | 5 | 5 | - | ||||||
| Estimates | 5 | 5 | - | |||||||
| Approvals | 2 | 3 | 5 | 100.0% | ||||||
| Feb 2026 | Leads | 2 | 2 | - | ||||||
| Estimates | 2 | 2 | - | |||||||
| Approvals | 2 | 2 | 100.0% | |||||||
| Mar 2026 | Leads | 8 | 8 | - | ||||||
| Estimates | 8 | 8 | - | |||||||
| Approvals | 8 | 8 | 100.0% | |||||||
| Apr 2026 | Leads | 22 | 22 | - | ||||||
| Estimates | 18 | 1 | 19 | - | ||||||
| Approvals | 15 | 2 | 17 | 89.5% | ||||||
| May 2026 | Leads | 18 | 18 | - | ||||||
| Estimates | 17 | 17 | - | |||||||
| Approvals | 15 | 15 | 88.2% | |||||||
| Jun 2026 | Leads | 25 | 25 | - | ||||||
| Estimates | 20 | 1 | 21 | - | ||||||
| Approvals | 18 | 1 | 19 | 90.5% | ||||||
| Jul 2026 | Leads | 20 | 20 | - | ||||||
| Estimates | 17 | 17 | - | |||||||
| Approvals | 11 | 11 | 64.7% |
Lead cohort value by conversion month
| Lead cohort | Dollar flow | Jan | Feb | Mar | Apr | May | Jun | Jul | Total | App./Est. |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 2026 | Estimate value | $26.9K | $26.9K | - | ||||||
| Approved value | $4,275 | $22.6K | $26.9K | 100.0% | ||||||
| Feb 2026 | Estimate value | $450 | $450 | - | ||||||
| Approved value | $450 | $450 | 100.0% | |||||||
| Mar 2026 | Estimate value | $29.7K | $29.7K | - | ||||||
| Approved value | $29.7K | $29.7K | 100.0% | |||||||
| Apr 2026 | Estimate value | $66.1K | $1,950 | $68.0K | - | |||||
| Approved value | $58.6K | $6,750 | $65.4K | 89.5% | ||||||
| May 2026 | Estimate value | $106.2K | $106.2K | - | ||||||
| Approved value | $96.6K | $96.6K | 88.2% | |||||||
| Jun 2026 | Estimate value | $55.5K | $4,100 | $59.6K | - | |||||
| Approved value | $50.9K | $3,950 | $54.9K | 90.5% | ||||||
| Jul 2026 | Estimate value | $51.3K | $51.3K | - | ||||||
| Approved value | $18.2K | $18.2K | 64.7% |
Read across each lead-created cohort to see when its estimates and approvals occurred. 8 estimates are retained in totals but excluded from cohort timing because no deterministic lead link exists. 0 approved estimates remain in approval totals but have no trustworthy approval date.
Sales performance by representative
| Representative | Leads | Lead to estimate | Estimates | Approved | Approval rate | Approved value | Open pipeline |
|---|---|---|---|---|---|---|---|
| Dennis Silvio | 1,760 | 86.6% | 1,577 | 1,257 | 79.7% | $3.51M | $1.07M |
| Anthony Lauria | 1,158 | 75.6% | 898 | 464 | 51.7% | $1.31M | $1.53M |
| Austin McLear | 662 | 77.5% | 534 | 194 | 36.3% | $669.5K | $1.66M |
| Ben Sciucco | 149 | 68.5% | 102 | 39 | 38.2% | $146.9K | $182.1K |
| Bob Moses | 14 | 92.9% | 14 | 9 | 64.3% | $52.0K | $15.5K |
| Eric Roensch | 100 | 89.0% | 97 | 84 | 86.6% | $325.3K | $47.4K |
93.5% historical deterministic match
89 unlinked estimates retained in totals
40 approvals without trustworthy timing
62 town exceptions