Estimates by Stage Report

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
Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?