Getting started

Reading your audit report

The headline numbers

  • Sleeping revenue — the total value of estimates classified as unsold (sent but never won or lost)
  • Planning range — that total × 5% (low) and 12% (high) for estimate files, or reachable contacts × 3% and 8% × your average job value for contact-only files; these are illustrative assumptions, not industry averages or forecasts, and should be replaced by your own results once campaigns run
  • Rows processed / duplicates merged / unreachable — what the cleaning pass did to your file
  • Unknown-status rows — rows we couldn't classify; they are excluded from every total, and because their true status is unknown they could be won, lost, or unsold

Top recovery candidates

Your largest unsold estimates, ranked by value — the shortest path to recovered revenue. The sequence preview below them shows exactly what re-engagement messages would look like for your top candidate, personalized from your data. Nothing shown is sent — it's a preview.

Sharing

Report links are private but shareable — anyone with the URL can view. Reports aren't indexed by search engines.

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