How do I View Estimates Summary by Period?

Updated on February 7, 2018 09:00PM by Admin

The Estimates App is a simple way to provide sales quotes to your customers. You can track sales opportunities, generate estimates for them. Also you can convert this estimate into an invoice or work order once completed.

The following steps will help you generate estimates summary. Have a look.

Steps to generate estimates summary

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Click on “Reports” from the app header bar.
    estimates reports
  3. You can view the reports dashboard, where various kinds of reports can be generated.
  4. Click on “Estimates Summary” link in the left navigation panel of the reports dashboard. 
    click estimates summary
  5. Provide following information:
    • Start date
    • End date
      view estimates summary report 
  6. Click on “View Report” button.
  7. You can view estimates summary in the dashboard, as shown below:
    estimates summary report

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