See your quote conversion

Published October 8, 2026 · Last updated October 16, 2026

See how many of your team's quotes turn into policies, for the office and for each person.

1 minute · Owner

For the office

1

Open Home and pick the month with the arrows beside its name.

2

Find QUOTES LOGGED and CONVERSION.

3

Under CONVERSION, read Quote → bind.

The line above it, Lead → customer, is lead conversion, from leads matched to sales. Read the ROI page covers it.

For one person

1

Open Team, press Columns and tick Close rate.

2

Click the person's name. Profile has Close rate · last 6 months, and Activity has a Quotes card with Close % by period and close % for each product line.

How it is worked out

Producify divides the policies written by the quotes logged for the same period and shows the result as a percentage.

• The quotes are the counts your team enters in Log Activity. A quote belongs to the month it was logged in.
• The sales are policies, by the month they were written, issued or not.
• With no quotes there is nothing to divide by, so Home reads log quotes to see this.

A quote is a count, not a record, so nothing ties one quote to the policy it became.

Frequently Asked Questions

Why is our conversion over 100%?

More policies were written than quotes logged. Either some quotes were not logged, or a quote from an earlier month became a policy in this one.

Is Close rate on Team the same as Close rate on Leads?

No. Close rate on the Team list divides a person's policies by their quotes. The Close rate column on Leads is leads converted ÷ leads billed, one source at a time.