"Sales statistics" provides detailed insights about estimates, WO and invoices’ sales.

To access the Sales Statistics, please navigate to “Business Intelligence” → “Sales”.

On the left side of the screen, you are presented with a filter that can be adjusted according to your needs and preferences.



To filter according to the client type, please click on the “Client Type” and choose the preferred one from the drop-down menu. If you do not choose the client type, the filter will consider all client types.

To filter according to the entity type, please click on the “Select Entity” and choose the preferred one from the drop-down menu. If you do not choose the entity type, the filter will consider all the entities.

After the entity is chosen, new filter options will appear: Select Estimator, Entity Created Date from/to, Entity Status.
After all the filters are chosen, to access the information, please click on the “Go!”.



Please click on “Reset”, if you want to reset the filter to the default state.

On the right side of the screen, the filtered sales report will appear in a form of a graph.



On the graph, if you want to disable one of the statuses, please click on the rectangle next to the status. When disabled, to enable it back, please click on the rectangle one more time.



In the top right corner, there are 3 buttons.



To select/unselect all the services on the graph, please click on the “Select/Unselect Services” button.
To show/hide all the services from the graph, please click on the “Show/Hide Services” button.
To export the information to the PDF file, please click on the “Export to PDF” button.

Below the graph is a list with detailed information about the entities that are shown on the graph.



If you click on the client name, you will be forwarded to the client’s profile.

In the “Project” section, there are 3 dots: Estimate, Workorder, Invoice. When clicking on one of the dots accordingly, you will be forwarded to the project’s estimate/WO/invoice page.

Note: The colors of the dots correspond with their status:
Complete - Green
In Progress - Yellow
Not Found (does not exist) - Red
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