This report shows a list of all Estimates within a certain time frame according to their stage. It can be filtered by date, Sales Rep, Estimate Stage, Estimate Reason, or Custom Field:
The columns in 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 - The Map Code assigned to the client.
- Sales Rep - The Sales Rep assigned to the Estimate.