estimate reports estimate reporting item closing report item closing Estimates: Estimate Items Closing Report.

This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others.  This report can help you:

  • review how much much work is pending, won and lost for each item in your estimating catalog
  • identify/adjust the items with the highest/lowest closing %'s
  • forecast expected revenue

To access this report, simply:

  1. Open the Estimate menu on the left side
  2. Click the Reports menu option 
  3. Select the Estimate Item Closing report
  4. Choose the Divisions you wish to include
  5. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
  6. Choose the Item Types to be included in the report
  7. Choose the Report Type
    1. Item Quantity will show the unit quanitity of each item estimated/lost/won
    2. Item Revenue $ will show the dollar value of each item estimated/lost/won
  8. Click Generate Report to launch the report

** note - in order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.  Click here for more help on setting up and using estimate statuses.




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