About Estimate Reports

 

The Report Center offers a number of pre-built reports that can help you monitor your Estimates. The Report Center offers the following Estimate reports:

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

To access any of these reports, go to Reports > Report Center SA Reports. Many reports can be run based on several 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 Data Field "Estimates" to get started with data points regarding Estimates.

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