Won Estimates Service Products Report

This report shows estimates and which products are attached to them. You can filter by date range, services, products, and Sales Rep.


The columns in the report will display basic client and estimate information, the date the estimate was won. The Estimate Value will be the subtotal on the estimate, before tax and after discount. It does not account for any job costing items.  Then, you will see information about the items included on the Estimate. 

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