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How to track conversion or closure rate

  • October 23, 2024
  • 1 reply
  • 12 views

Patrick Furlow

Does anyone know how to pull a report from Honeybook that shows you your percentage of jobs won vs lost (ie, closure rate)?

Thanks!

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1 reply

  • October 23, 2024

Hey Patrick - Adam here from HoneyBook.

 

Under your Reports there will be a Booked vs. sent files section that has a booking rate column. I’m including a screenshot of what that looks like below, as well as an article here.

 

 

Let us know if you have any questions! 💪🏻