ALTO ROI | Custom kitchens: quotes, capacity and Meta Ads
Editable worksheet v1 — September 20, 2026
Guide: https://altoroi.com/en/insights/meta-ads-custom-kitchens-quotes

HOW TO USE
Copy this worksheet into your working records and enter your own inputs.
It is not a CRM, production schedule or sales forecast.
It sends no information to Meta or ALTO ROI. No registration is required.
Use project IDs; keep personal information in your authorized commercial
system. Resending a quote does not create a new project.

1. TEAM DEFINITIONS
Business / offer:
Actual service area:
Advertised delivery period:
Commercial owner:
Production owner:
Meta Ads provider / owner:
Definition of a proposal with a confirmed scope:
Event that establishes an accepted order:
How a collected deposit and delivery are recorded separately:
Report cutoff date:

2. COPY ONE BLOCK PER PROJECT
Project ID:
First inquiry date:
Known / unknown source (do not invent attribution):
Proposal date:
Proposal version:
Inclusions / exclusions (cabinetry, hardware, finish, delivery, installation,
countertops, appliances, removal and work by other trades):
Measurement and scope: complete / still waiting for:
Status: open / accepted / lost
Confirmed reason for no progress (or undisclosed):
What the buyer needs to resolve:
What our business needs to resolve:
Next action:
Owner:
Agreed date:
Date and evidence of acceptance / loss:
Deposit collection recorded separately:
Delivery recorded separately:

3. QUOTED PROJECT COHORT
Inquiry arrival period:
Cutoff date:
Unique projects from that period with a defined-scope proposal: N =
Accepted: W =
Lost: L =
Open: O =
Check: N = W + L + O
Inquiries from the period without a proposal yet (outside denominator N):
Accepted by cutoff / quoted: W / N =
Accepted / resolved: W / (W + L) =
If a denominator is zero, mark “not calculable”, not 0%.
The measures describe different things. Neither is final while projects
remain open. Do not automatically assign probabilities to pending projects.
Fictional example: N=12, W=3, L=4, O=5. W/N=25%; W/(W+L)=42.9%.
This is not a client result or a forecast.

4. CAPACITY FOR THE SAME DELIVERY PERIOD
Period dates:
Available workshop hours before commitments:
Already committed workshop hours (each order once):
Free workshop hours = available - committed:
Workshop hours for an additional job of the advertised scope:
Free installation hours after commitments:
Installation hours for that additional job:
Workshop ceiling = whole number of free hours / hours per job:
Installation ceiling = whole number of free hours / hours per job:
Arithmetic ceiling = smaller of the two:
Use positive hours per job. If scope or inputs are unknown, do not calculate
a ceiling. Negative free hours indicate an overload to resolve.
Check calendar and sequence, travel, preparation, contingency, materials,
cash and other trades. The arithmetic ceiling does not prove jobs will fit.
What would happen if several open proposals were accepted together:
Do not count them as accepted orders or automatically reserve all the hours.
Fictional example, separate from the cohort: 240-176=64 workshop hours;
12 free installation hours. One job uses 32 and 6 hours: ceiling 2.
With 6 installation hours: ceiling 1. These are not typical industry durations.

5. AGREE THE NEXT DECISION WITH YOUR PROVIDER
Choose: resolve follow-up / evaluate a bounded test / adjust offer or dates
Commercial evidence supporting the decision:
Specific change to ad, destination or process:
Owner and execution date:
Funded media spending cap (currency and period):
Management fees, separately:
Creative production and other costs, separately:
Contribution available for acquisition and cash check:
Signal that would make us correct or stop:
Review date and owner:
Do not derive a budget from the 12 fictional proposals or apply a universal
percentage increase. Review your own evidence and mature cohorts.

Discuss the service: https://altoroi.com/en/services/meta-ads#diagnostico