Dashboard Panels - All Open Estimates

This Dashboard Panel in the Report Center shows your Estimates with a Stage of “Draft” or “Sent”. You can filter by Sales Rep.

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Categories

EST VALUE

Subtotal value of the Estimate pre-tax.

EST COST

Combined cost of the Estimate.

PROBABILITY

Generated based on the stage set on the Estimate and the probability percent set for those stages.

 

 

 

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