Domino Insights reports on the quotes published over a period: how long they took once somebody started work on them, what they were worth, what the customers decided, and what the AI reviews said about them. Anyone who can open the Domino dashboard can open it, here:
The page opens on the last twelve weeks, because customers often take weeks to answer a quote. Choose another period from the strip under the title (the last four weeks, this month, last month or this financial year), or set your own dates in the two date fields. Clear a date to run the period back to the first quote or up to today. To see one person's figures, choose them from the Person menu beside the search; it lists everyone who built a quote in the period, and Everyone shows the whole team again. The address in your browser holds the period, the person and the list you are looking at, so you can send a filtered view to somebody else.
What Counts as Published
A quote is published the first time it is sent to Fergus. A quote that is never sent to Fergus counts from the first time it leaves Draft. We only started recording that when Insights launched, so an older quote that was marked sent by hand and never went to Fergus does not count as published.
The times, values, outcomes and reviews on the page all describe the quotes first published in the period, as they are today. Each one is Accepted, Declined, Withdrawn (archived in Domino or voided in Fergus) or Awaiting an answer. The acceptance rate is the accepted quotes out of the accepted and declined ones. Withdrawn quotes are left out of it, because a withdrawn quote is usually replaced by a re-quote or a clone that gets its own answer.
Median Quote
The band at the top shows the median quote in the period, stage by stage.
The first two stages are drawn to scale in working hours (8am to 5pm on weekdays, unless the office hours have been changed), and they skip New Zealand national public holidays, Matariki included, on the dates they are observed. Office anniversary days are not skipped. Pick-up is the time from a quote being created to the first edit a person made to it. Quoting is the time from that first edit to publishing, with the elapsed time beside it. The quoting time starts at the first edit because Domino often creates a quote from a Fergus job or a Hermes scope, and the AI drafts it, well before anybody opens it. A quote published with no edit counts from when it was created, and the line under the heading says how many there were.
The darker part of the quoting bar is the hands-on time. It is an estimate of how long somebody spent working on the quote, taken from the times of their edits: gaps of less than 30 minutes count as work, and each sitting gets 5 extra minutes for the reading before its first edit. Time spent reading a quote without editing it does not show.
The dashed stage is the customer's time: the calendar days from publishing to their answer, for the quotes whose answer has a date.
Under the band are the median and mean value of the quotes published in the period, the total published and the total won, all excluding GST and as each quote is now. Beside them is a bar of the outcomes; press a part of it to list those quotes.
The Counts
Eight counts sit under the band, and each one opens a list of quotes below it. Created and Idle drafts count the quotes created in the period, and the others count the quotes published in it.
The Created count also shows how many of those quotes have been picked up, and Published shows the median quoting time. Accepted, Declined and Withdrawn show what happened to the published quotes, and Declined also names the most common reason when one reason leads. Awaiting answer turns amber when any quote has waited more than 14 days for an answer. Reviewed counts the quotes that had an AI review before they were published. Idle drafts are quotes created in the period that are not published and have had no edit for 7 days, and their count is amber whenever there are any.
The count you press is marked with an orange line along its top. Each row in the list opens its quote, and shows its outcome, its value and the times that matter for that list: when it was published, the quoting and hands-on time, how long it waited for an answer, and any reasons given for declining it.
Charts and Breakdowns
Four charts follow the list: quotes created and published, the acceptance rate, the median quoting time, and the median value. Each is by week, or by day for a period of two weeks or less and by month for one longer than a year. On a phone they sit behind the Charts button.
Under the charts, Value splits the published quotes into value bands, with each bar coloured by outcome; the bands above $30,000 follow the Builder's Fee ladder. Source splits them by where the quote came from: a Fergus job, a Hermes scope, the McLarens portal, created in Domino, or a clone. Declined reasons counts the reasons given on declined quotes. Press a row to list its quotes.
Reviews
This section uses only the last review each quote had before it was published, because a review run after a quote was declined already knows the answer. The line under the heading shows how many published quotes were reviewed, how many were changed after their review, and how the reviews were rated with the thumbs on the review panel.
The Scores table shows the mean scope, pricing and success likelihood scores, for all reviewed quotes and for the accepted and declined ones. Likelihood vs outcome groups the answered quotes by the success likelihood their review gave. The bar shows how many in each group were accepted and the tick shows the average likelihood, so a group that was predicted well has its tick at the end of its bar. The Brier score under it compares the reviews with the business's overall acceptance rate, and the lower score is the better prediction. Press a group to list its quotes.
The last row adds up what the reviews found. Scope coverage counts the scope items that were priced, partly priced, missing or not asked for. Line prices vs history counts the lines priced below, within or above what the business has charged before. Findings counts the review findings by kind and severity.
People
The table at the foot of the page has one row for each person who built a quote published in the period, meaning the person who made the most edits before it was published. It shows how many quotes they published, their median quoting and hands-on time, their accepted and declined counts, acceptance rate and median value, and how many of their quotes were reviewed. Sort it from the menu beside the heading. Pressing a row does the same as choosing that person from the Person menu, and pressing it again shows everyone.
If a figure on the page does not look right, email us at support@samconsulting.co.nz.