Service Titan Knowledge Base

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.


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.

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).

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.

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.