Win rate is one of the clearest measures of a small business. It answers a simple question: of the quotes you send, how many turn into paid work? If you send ten quotes and win four, your win rate is 40 percent. Tracking that number month by month shows whether your quoting is getting better or worse, and it gives you an early warning when something starts going wrong.
Add each month with the number of quotes won and the number lost. The tool calculates the win rate for the data you enter and shows an overall win rate across all months you have added. It also draws a bar chart of the monthly win rate, so trends jump out at once. A rising chart means your quoting is improving; a falling chart means it is time to ask why.
Consider a simple case. In one month you win five quotes and lose three, a win rate of 62.5 percent. In the next month you win three and lose five, a win rate of 37.5 percent. The chart makes that drop obvious in a way that raw counts do not. You can then look at what changed: pricing, speed, the type of work, or the clients you quoted for.
What is a good win rate? It depends on your trade and your market. Very high win rates can mean your prices are too low, because you are winning work you could have charged more for. Very low win rates can mean your prices are too high, your quotes are slow, or you are quoting for the wrong kind of work. The trend over time matters more than any single month, and a steady rate in a healthy range is a good sign.
Use the tracker honestly. Count every quote you send, including the small ones, and count a quote as lost only when the client has decided or gone quiet for a reasonable time. If you count only the quotes you expect to win, the rate will flatter you and hide real problems. If you mark quotes lost too early, the rate will swing wildly from month to month.
A common mistake is to chase a higher win rate by cutting prices again and again. That wins work but destroys profit. A better response to a low win rate is to ask why quotes are lost, improve the quote itself, follow up politely, and target clients who value your kind of work. Price is only one reason quotes are lost, and it is not always the main one.
Review the chart at the end of each month and write down one action for the next month. That action might be faster quotes, clearer breakdowns, better photos of past work, or a follow-up call two days after sending a quote. Small, steady improvements show up in the chart over a few months, and that visible progress is motivating for any small team.
This tool is free, runs in your browser and needs no account. It is a planning aid, not professional business advice. Use it month after month, keep the counts honest, and let the trend guide your next improvement rather than any single good or bad month.
Do not judge win rate alone, because quote quality matters as much as quote quantity. Winning half of your quotes sounds good, but if those quotes are all small, low-margin jobs, the business may still struggle. Likewise, a lower win rate on larger, better-paid work can be healthier than a high rate on tiny jobs. Once a month, look at the value of won work alongside the win rate, and check whether the jobs you win are the kind you want more of. If you win the wrong kind of work, tighten your targeting: say no to poor fits early, spend quoting time on good fits, and let the win rate reflect a business you actually want to run.
Also available in Spanish: Seguimiento de Tasa de Éxito de Presupuestos.