Estimator KPI Overview
The Estimates Reports section provides detailed insights into estimates, organized by their current status. This submodule allows you to view the total number of estimates created, assess the associated revenue or potential loss, and analyze estimator performance.
It also offers visibility into how efficiently estimates are being executed and how long it takes for them to progress into work orders, giving you a better understanding of your sales pipeline.
To access this report, go to Business Intelligence → Estimates → Estimates Reports.
The data is grouped by estimator. To view performance for a specific estimator, simply click the ‘Estimators’ field, select the desired name from the drop-down list, and click ‘View’.
Once you select an estimator, additional data reflecting their productivity will be displayed.
You can also view daily and weekly KPI metrics by choosing a specific start and end date, then clicking ‘View’ to generate the report.
The list of estimators' files, along with in-depth information about estimates, is available in the list below.
- To access the "Edit estimate" page, click on the "Pencil" icon.
- To access the estimate page on the client's profile, click on the "Eye" icon.
- To access the estimate PDF file, click on the "File" icon.
The bottom section displays statistics on the time it took for estimates to convert into work orders.
