FEATURES:
- Updated automatically from Estimate Program
- Identify Estimates by Customer, Sales Rep, Industry and
Product Type
- All Reports are range and date specific
- % Won Reports by Customer, Salesrep, Estimator, Estimate
Type
- Flag Customers that haven't requested an estimate within
time period
- Flag estimate for follow-up
- Identify Estimate / Job Ratios by Customer, Sales Rep, Industry and Product
Type
- Easy to find past Estimates
- Provide Salereps with a list of all estimates for follow up
- Ensure Sales Reps are selling most profitable work
- Image of Estimate Details