Estimates

3

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Estimates At A Glance

How your estimates are doing. Tap a number to open them.MoreLess

What It Does: Counts your estimates by status. Win rate counts approved and converted against declined and expired over 12 months.
What It Changes: Nothing. Nothing is sent or changed.
How to Use: Open Estimates.
Tap a number to open those estimates.

Win Rate · 12 Months64%34 won, 19 lostOpen Value$158,299.0043 open · $23,970.65 weighted Sent Or Viewed3050% viewed Expiring In 7 Days6sent, not approved

Closed too

13 estimates

Save These Filters

	Number	Customer	Type	Status	Total	Prob.	Weighted	Sent	Viewed	Salesperson
	EX-0004	Morgan Ellis		Draft	$120,750.00	10%	$12,075.00			Dana Office
	E-2026-0073 Addon	Susan Taylor		Draft	$210.30	10%	$21.03			Dana Office
	EX-0005	Morgan Ellis		Draft	$409.00	10%	$40.90			Dana Office
	EX-0003	Morgan Ellis	+2	Draft	$8,060.00	10%	$806.00			Dana Office
	EX-0002	Morgan Ellis		Draft	$3,025.00	10%	$302.50			Dana Office
	EX-0001	Morgan Ellis	+1	Draft	$1,200.20	10%	$120.02			Dana Office
	E-2026-0070 Renewal	Justin White		Draft	$617.01	10%	$61.70			Dana Office
	E-2026-0084	Linda Cook		Draft	$2,345.00	10%	$234.50			Dana Office
	E-2026-0004	Mary Richardson		Draft	$350.00	10%	$35.00			Claire Gautreaux
	E-2026-0061	Gary Allen		Draft	$557.92	10%	$55.79			Dana Office
	E-2026-0009	Robert Richardson		Draft	$499.78	10%	$49.98			Claire Gautreaux
	E-2026-0040	Daniel Walker		Draft	$399.98	10%	$40.00			Dana Office
	E-2026-0033	Laura Duhon		Draft	$530.38	10%	$53.04			Dana Office