Opportunity and Estimate Follow Up Report GuideLast updated on 03/22/2022

Purpose of the Opportunity and Estimate Follow Up Report:
Common uses for this report:
How to find this report:
Report filters
View or download the report

Purpose of the Opportunity and Estimate Follow Up Report:

This report provides a detailed breakdown of all of your estimates, and which estimates require follow-up. Data can be based on estimate created date or opportunity follow up date.

Common uses for this report:

Use this report to view unsold estimates that might not be visible on the Follow Up screen.
- If an opportunity has been Won (one of the estimates created on the job is sold with a subtotal greater than or equal to the sold threshold), the opportunity no longer displays as open on the Follow Up screen. But what if there are other estimates on the opportunity, related to a different kind of project the customer is considering? In cases like this, you can use the Opportunity and Estimate Follow Up Report to view the status of all estimates on an opportunity, even if the opportunity is won.
Use this report to follow up on recommended estimates. You can see if there are any recommended estimates that are still open or unsold.

How to find this report:

Click Reports > Search Opportunity and Estimate Follow Up > Click the report name. Then you will be able to set filters and run the report.

Report filters

Business Unit	Filter by the business unit of the invoice on which the estimate was created. This report can be run by a single business unit or all business units.
Estimate Status	Filter by estimate status (Any, Open, Sold, Dismissed).
Recommended?	Filter by the recommended status set by the techniican(All, Yes, No). Yes = Estimates was flagged as recommended.
Created By	Filter for estimates created by a specific technician or employee.
Sold By	Filter for estimates sold by a specific technician or employee.
Opportunity Status	Filter by opportunity status (Open, Won, Dismissed). If you select Open estimates, you can filter further for Not Attempted, Unreachable, or Contacted.
Estimate Age	Filter by the age of estimates, if you want to follow up on estimates older than a certain date.
# of Follow Ups	Filter by number of follow ups attempted.
Last Follow Up	Filter by the last date a follow up was attempted.
Date range	Filter by date range. Use the From and To fields to set a custom date range. You can run the report by Estimate created date (the estimate created on date) or Next Follow Up Date (date of the next scheduled follow up).

View or download the report

Click Run Report to view the report.

Click Export to download the report. The report can be downloaded in three different formats:

Export to Pdf (*.pdf) (click the dropdown arrow next to Export)
Export to Excel (*.xlsx) (click the dropdown arrow next to Export)
Export to Comma separated (*.csv) (click the dropdown arrow next to Export)

Explanation of report columns

The report includes the following columns:

(Report columns)

Opportunity #	The opportunity number on which the estimate appears. Note This is different from the job number (although you can click into the job from the opportunity). If there are multiple estimates on the opportunity, each estimate will be listed on a separate line of the opportunity (you will be able to see that the estimates have the same opportunity number).
Estimate Amount	Total dollar amount.
Customer Name	Bill To customer on the invoice.
Business Unit	Business unit of the invoice on which the estimate was created.
Opportunity Status	Status of the opportunity (Not Attempted, Unreachable, Contacted, Won, Dismissed). Note Open opportunities will display as Not Attempted, Unreachable, or Contacted.
Estimate Age (days)	Age of the estimate (based on the number of days between the estimate Created On date and the date set in the report filter).
# of Follow Ups	Number of follow ups attempted on the opportunity.

(Report columns continued)

Last Follow Up	Date of the last follow up.
Estimate Status	Status of the estimate (Open, Sold, Dismissed).
Recommended?	Yes = Estimate was flagged as recommended by the technician. Note If it is not a recommended estimate, this column will be blank.
Sold By	Name of the technician or employee who sold the estimate.
Estimate Created Date	Date the estimate was created.
Estimate Date Sold	If the estimate is sold, displays the date the estimate was sold by the technician or employee.
Created By	Name of the technician or employee who created the estimate.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.