About Estimate Reports

The Report Center offers several pre-built reports that can help you monitor your Estimates. The following Estimate reports can be found in the Report Center: 

  • Estimates by Stage
  • Estimated Value ss Actual Value
  • Won Estimates by Service
  • Won Estimates Service Products

To access any of these reports, go to Reports > Report Center > SA Reports (third icon on the left). Many reports can be run based on different criteria, offering a bit of customization.

If you want something more customized, you can always create a custom analysis in the Report Center. Use the "Estimates" Data Type to get started with data points regarding Estimates.

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