BBenchcraft StudioOperations edition  /  02
A field guide to sales operations

Quote & booking review.

See how many enquiries reach a quote, how many quotes become bookings, and which stage has the most work still open.

Interactive worked example · Synthetic data

Explore the sample

Compare 20 Sep–17 Oct with 23 Aug–19 Sep 2026.
Both lead cohorts cover 28 days. Records are current through 31 Oct.

The two denominators

Where does conversion change?

MeasureCurrentPrevious

Leads are grouped by receipt date. A quote or booking counts only inside that lead’s selected follow-up period. A booking without a dated quote counts in the total bookings figure and is shown separately. “Open” means an event had not been recorded before the cutoff.

Run it yourself

The €29 workbook

Import or paste your own leads, review duplicate and incomplete records, compare equal cohorts, then download a private client copy with your commentary.

Request a €29 PayPal invoice →
Optional reporting service

One four-week review · €79

Agree the source data, reporting dates and deliverable with the seller before work starts. Each review is booked separately, with no recurring billing.

Discuss the reporting scope →