Estimates Dashboard

Filter and manage the estimate dashboard

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

From your main dashboard the estimates dashboard report quickly tells you how many estimates you have created,  how many have been won, and any that have been lost. An estimate that is copied to a job is considered a won estimate that has gone from being an estimate performed to a job that will result in a paid invoice for your business. 

This dashboard report can be filtered and sorted by date range and table columns. Click the eye icon to edit your report. 



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