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 (third icon on the left). 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.