Estimator Performance Overview
In the "Estimator Statistics" section, you have access to the analytics of estimators' reports, employees' MHR return, and estimators' MHR return.
This section is very helpful if you want to gain insights about how each estimator has performed for a specific period. It is also helpful if you want to see the general picture for estimators of the company. You can also analyze what the man-hour rate returns for both estimators and employees are.
To access the "Estimator Statistics" section, navigate to the “Business Intelligence” → “Estimates” → “Estimator Statistics”.
The reports can be filtered by date range, tags, or estimators to suit your preferences. To apply filters, click the calendar icon to select a preset timeframe or define a custom range. You can also select a specific tag or estimator name for more targeted insights.
This section provides a dashboard summary showing the percentage of confirmed estimates, the average confirmed amount, the total value of confirmed estimates, and the overall total of estimates.
These charts summarize client confirmation data, distinguishing between “New Clients” and “Existing Clients.
This stacked bar chart offers a concise visual breakdown of the overall estimate statuses by percentage.
The Estimators Report displays a table summarizing key metrics related to client estimates and confirmations. This data can be exported in PDF format or downloaded as a CSV file.
Below are 2 more lists available: "Employees MHR Return" and "Estimators MHR Return". The lists provide information about employee and estimator Man Hour Rate Returns, including the average and total returns, along with any damage or complaint costs.
If you want to download the reports in a CSV format, click on the "Download" icon.
The Estimator Tasks Assigned section displays a stacked bar chart showing the number of appointment tasks assigned to each estimator and their respective status.
The Estimators Leads section shows the number of leads assigned to each estimator compared to the number of leads that have been confirmed.
