This report shows a list of all estimates within a certain time period according to their stage. It can be filtered by date, Sales Rep, Estimate Stage, Estimate Reason, or Custom Field:
The columns on the report are as follows:
- Stage - the stage of the Estimate
- Est. Value - the value of the Estimate
- Client Type - the Account type of "Client" or "Lead"
- Source - the source of the Account
- Prob % - how likely the Estimate is to be won
- Fiscal Period - the fiscal quarter and year
- Age - the age of the Estimate in days
- Estimate Date - the date on the Estimate
- Created - the date the Estimate was created
- Client Name - the name of the client
- Postal Code - the zip code of the client
- Map Code - any Map Code assigned to the client
- Sales Rep - the Sales Rep assigned to the Estimate