Docs / Insights

Your scorecard and patterns

Overview

Insights is your quote-to-cash scorecard — how your deals flow, and how the last one actually played out. Two things sit at the top: Your book, the flow of every deal from first contact to cash, and Most recent deal, the full story of the last one. Below them is a short stack of pattern cards, each one telling you a single thing you can act on: what share of quotes you close, the time of day your quotes land best, and which little extras (like a warranty line or a few photos) help you win.

Before you start

Open Insights in the left menu.
Setell waits until you've sent about five quotes before it shows personalized numbers. Until then you'll see a friendly note instead of made-up patterns — one lucky win shouldn't become a rule.

Your book

The funnel at the top counts your deals through six stages over the last 30 days: Inbound, Quoted, Viewed, Signed, Invoiced, Paid. Each deal is counted once per stage, so it reads as "of this many inbound, this many quoted, this many paid."

Read it for the drop. The gap between two stages is where work is getting stuck — a big fall from Quoted to Viewed is a delivery problem; a big fall from Viewed to Signed is a pricing or follow-up problem.

Most recent deal

Under the funnel, the last deal you worked gets its own card: the customer, the job, the amount, and a timeline from first contact to cash showing only the stages that actually happened. Four numbers sit at the bottom:

First contact → cash — how many days the whole thing took.
Opened before signing — how many times the customer opened the quote before they signed.
v1 → signed — how many revisions it took, and whether the scope held or changed.
Priced vs memory — how this quote's price compared with what Setell has learned your prices to be. It reads forming until there's enough history behind it.

Both of these hide themselves when there's nothing to show, so a new account sees the pattern cards alone.

The pattern cards

Each card is short: a headline, a sentence or two, and one button if there's something to do.

Accept rate — the share of your sent quotes that get accepted. The big-picture number.
Best send window — the hour your quotes convert best, drawn from when you actually sent them.
View → decide — once a customer opens your quote, how long they usually take to decide. Helps you time a nudge.
Warranty lines and Photos attached — whether adding these lifts how often quotes close, comparing your quotes with them against your quotes without. This is the "what lifts my quotes" part.
By trade — which kind of work closes best for you, once a trade has enough quotes to call.

Some cards compare you two ways: Versus you (your own quotes against each other) and Versus SMBs (a rough industry read). Your own numbers lead — you against you is the honest comparison.

The send-time chart

Below the cards is a small When you send chart. Each bar is an hour of the day, and the bar's height is how many quotes you sent in that hour. Your best-converting hour is highlighted in your brand color, so you can see at a glance whether you're sending at your strongest time.

What to expect

Cards appear and reorder based on what your data actually shows — you won't see a card for a pattern you don't have yet.
Numbers update on their own as you send and close more quotes. There's nothing to refresh or run.
A card only shows a number when there's enough history behind it. No history, no guess.

Troubleshooting

"We'll personalize this once you've sent a few quotes." You haven't sent five quotes yet. Keep quoting — the cards fill in as the history builds.
A card says "not enough to call yet." That specific pattern needs more quotes before it's trustworthy (for example, the warranty card needs enough quotes both with and without a warranty line). It'll appear once you cross the line.
A number looks off. Each card shows a small footer with the counts behind it — check that first. If the counts look wrong, see docs/reference/troubleshooting.

FAQ

Is this a revenue or sales report? Not really. Insights shows how your deals flow and what helps you win — the funnel counts deals, not dollars, and the pattern cards are about close rate and timing. The one money figure on the page is the amount on your most recent deal. It's about what helps you win, not how much you made.
Where do the numbers come from? Only your own sent quotes, scoped to your account. Nothing is shared or compared against other businesses' private data.
Why don't I see all the cards? Cards only show when you have the history for them. They appear as you build volume.
Can Setell use these patterns? Yes — Setell reads the same patterns, so its advice lines up with what you see here.

docs/quotes/send · docs/quotes/schedule-send · docs/studio/meet-studio · docs/quotes/attachments

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