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Estimates report templateLast updated on 03/22/2022

The Estimates report template helps you track estimates and opportunities. Run reports to track the performance of your sales team or to follow up on open estimates to make sure that you don’t miss out on any opportunities. Each row in the report represents an estimate.

Example Estimates reports:

  • Report on high-value open estimates for your CSRs to follow up on

  • Check the install status of sold estimates

  • Schedule weekly email delivery of sold estimate reports to sales managers

Create an Estimates report

Follow the steps to create a custom report based on the Estimates template and select the columns to include in your report.

The Estimates template has these columns selected by default:

  • Estimate Id—Estimate ID number

  • Estimate Name—Name given to the estimate

  • Parent Job Number—ID number of the job where the estimate was created

  • Opportunity Number—ID number of the opportunity the estimate is attached to

  • Opportunity Status—Status of the opportunity the estimate is attached to. Statuses include: Open, Not Attempted, Unreachable, Contacted, Won, or Dismissed.

  • Estimate Status—Status of the estimate. Statuses include: Sold, Dismissed, or Open.

  • Recommended—Indicates if the estimate is marked as Recommended

  • Subtotal—Subtotal of estimate items

  • Sold On—Date the estimate was sold

  • Sold By—Name of the technician or office employee credited with the sold estimate

You can customize the report by selecting additional columns from these sections:

  • Estimate Basics—Fields from the estimate record

  • Estimate Totals—Subtotal, tax, and revenue numbers from the estimate

  • Estimate Dates—Dates related to the estimate and the job that created the estimate

  • Customer Information—Details from the customer record

  • Estimate Items—Details about pricebook items on the estimate

  • Technician/Employee Details—Names of technicians and office employees related to the estimate

Run a report

Before running the report, set filters to narrow your results:

  1. Click the Date Type dropdown to select which dates you want to filter your report by:

    • Sold On—Date the estimate was sold

    • Follow Up Date—Scheduled follow up date on the estimate

    • Parent Completion Date—Date the job that created the estimate was completed

    • Creation Date—Date the estimate was created

  2. Click the From - To field to set date filters. You can:

    • Use the calendar to select a specific date range and click Apply.

    • Use the left menu to select a preset date range:

      • Today: From 12:00 AM to the current time

      • Yesterday: Previous day, from 12:00 AM to 11:59 PM

      • Last 7 Days: Previous seven days, including the current date

      • Last 14 Days: Previous 14 days, including the current date

      • Last 30 Days: Previous 30 days, including the current date

      • Month to Date: From the first of the current month to the current day

      • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

      • Last 90 Days: Previous 90 days, including the current date

      • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

      • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

      • Quarter to Date: From the first day of the current quarter to the current day

      • Year to Date: From January 1 of the current year to the current day

      • Last 365 Days: Previous 365 days, including the current date

  3. Click the Business Unit dropdown and select the business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

    • Click the dropdown to select individual BUs.

    • To report on BU categories such as trade or division, click Filter icon-filter.png, select the BU categories you want to include, and click Filter.

    Note: How BU filters are applied depends on the metric. Hover over a column to see a tooltip explaining how BU filters are applied.

  4. When you’re done setting your filters, click Run Report.

Tip: You can arrange report columns and apply filters for further customization.

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.