In the Own Estimates submodule, an estimator can find all information related to the estimates (by quantity, $ and the amount of money made) that were made.
To access this submodule navigate to Estimates → Own. Check the image below, the top part.
1. By default, it shows the plan for the current week. To view the plan for the previous or next week, please click on the < or > buttons accordingly. By clicking the calendar icon, the user can select a specific time to generate data about the estimates: Today, Yesterday, Last 7 days, Last 30 days, This Month, and Last Month.
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 shows declined estimates of the estimator with their reasons accordingly.
Below this section, the user can find the list of their estimates.
1. Clicking the estimator’s name redirects the user to the client profile;
2. Clicking the pencil icon allows editing the estimate;
3. Clicking the eye icon redirects the user to the estimate's profile;
4. Clicking the file icon shows the estimate PDF file in the browser’s new tab.
Example: How an estimate file looks, once the file icon is clicked.
