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:
- Open the Estimate menu on the left side
- Click the Reports menu option
- Select the Estimate Item Closing report
- Choose the Divisions you wish to include
- 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
- Choose the Item Types to be included in the report
- Choose the Report Type
- Item Quantity will show the unit quanitity of each item estimated/lost/won
- Item Revenue $ will show the dollar value of each item estimated/lost/won
- 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.
Comments