DEMO — AI Quoting Engine MVP for ConFab BPD
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Evelyn Davila

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Welcome back, Evelyn

Wednesday, March 12, 2026

New Quote
18%

Open Quotes

8 / $387,419.00

12%

Won This Month

$206,028.00

8%

Lost This Month

$26,498.00

3.1%

Win Rate

57.1%

Quote #CustomerValueMarginStatusCreatedAging

Needs Follow-Up

5

Sent quotes aging more than 3 days

Pacific Coast Drywall Supply11d
Western Steel Distributors8d
Golden State Building Materials6d

Top Customers

SoCal Framing Supply$177,906.00
Western Steel Distributors$140,277.00
Inland Empire Framing$98,145.00
Pacific Coast Drywall Supply$97,674.00
Golden State Building Materials$81,310.00

AI Insight

Quote volume is up 18% this month. 3 quotes over $50K are aging — prioritize follow-up on Western Steel Distributors ($87,210.00, 8 days).