Own Estimates

Analyzing your Estimates

In the Own Estimates submodule, an estimator can find all information related to the estimates assigned specifically to him (quantity of estimates, their statuses, and the revenue).

• To access this submodule navigate to Estimates → Own. Check the image below, the top part.

Now let's discuss the functionality in detail:

1. The Calendar. By clicking the calendar icon, you can select a specific time to pull data about the estimates: Today, Yesterday, Last 7 days, Last 30 days, This Month, and Last Month. By default, it shows the plan for the current week. To view the plan for the previous or next weeks, click the arrow (< or >) buttons accordingly. 
2. The My Estimates by Quantity graph shows, in percentage, how many estimates with a specific status were made compared to all estimates created. Clicking on the statuses in the legend under the pie chart hides them from the chart.
3. The My Estimates by $ graph shows in percentage how much money was made based on the estimates with a specific status. Clicking on the statuses in the legend under the pie chart hides them from the chart.
4. The Made graph shows, in percentage, how many estimates the user (estimator) made compared to other estimators. Clicking on the statuses in the legend under the pie chart hides them from the chart.
5. The My Declined Estimates By Reasons graph shows in percentage only estimates with declined status and reason in comparison to all estimates created.

The My Declined Estimates by Reasons section just under the graphs shows the estimator's declined projects and reasons for cancelation.

Scrolling down even further reveals the list of estimates that were assigned specifically to you as an estimator. This section has a set of active buttons.  

1. Clicking the estimator’s name redirects you to the client profile;
2. Clicking the pencil icon opens the estimate's profile in the edit mode;
3. Clicking the eye icon redirects you to the regular estimate's profile;
4. Clicking the file icon shows the estimated PDF file in the browser’s new tab.

Example: How an estimate file looks, once the file icon is clicked.