Reference

Common business terms

Revenue: Total value of all approved quotes.
Tax reserve (est.): A set-aside hint from your federal reserve rate on approved revenue— not a tax bill.
Mileage logged: Business miles recorded in N78-Ops only; full deductions live in the accounting app.
Conversion: The percentage of sent quotes that get approved.
Active quote: Any quote that is not archived on a client that is not archived — all open stages from Draft through Paid count toward your plan limit. See Plan limits: active quotes & clients.
Active client: Any client or lead profile that is not archived.