Opportunity and Estimate Follow Up Report GuideLast updated on 03/22/2022
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.
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.
Filter by estimate status (Any, Open, Sold, Dismissed).
Filter by the recommended status set by the techniican(All, Yes, No). Yes = Estimates was flagged as recommended.
Filter for estimates created by a specific technician or employee.
Filter for estimates sold by a specific technician or employee.
Filter by opportunity status (Open, Won, Dismissed). If you select Open estimates, you can filter further for Not Attempted, Unreachable, or Contacted.
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.
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:
The opportunity number on which the estimate appears.
Total dollar amount.
Bill To customer on the invoice.
Business unit of the invoice on which the estimate was created.
Status of the opportunity (Not Attempted, Unreachable, Contacted, Won, Dismissed).
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.
Status of the estimate (Open, Sold, Dismissed).
Yes = Estimate was flagged as recommended by the technician.
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.
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.