Estimates report template

Overview

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

Things to know

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

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:

   1. Sold On: Date the estimate was sold

   2. Follow Up Date: Scheduled follow up date on the estimate

   3. Parent Completion Date: Date the job that created the estimate was completed

   4. 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 then 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.

     • This Week: From Monday through Sunday of the current week.

     • Week to Date: From Monday through the current date of the current week.

     • Last 7 Days: Previous seven days, including today.

     • Last 14 Days: Previous 14 days, including today.

     • Last 30 Days: Previous 30 days, including today.

     • 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 today.

     • 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 today.

     • Last Year: From January 1 of the previous year to December 31.

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 , select the BU categories you want to include, and click Filter.
     

     Note: How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details.
     

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

Trade-specific KPIs

See a list of estimate KPIs that are specific to the roofing trade.

• Estimate Source: Method used to generate an estimate, such as SBET or Proposal Builder.

Want to learn more?

• See Create custom reports

• See Run, filter, and export reports

• See Schedule reports