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Estimator Performance Report
Staci Mitchell avatar
Written by Staci Mitchell
Updated this week

The Estimator Performance Report helps you track each user's sales performance and compare it with the rest of your team.


Overview

Estimator Comparison: Click the square in the top-right corner to expand the graph and get a detailed view of your team's monthly sales, broken down by estimator. You'll see how much revenue each person brought in, cumulatively. Plus, you can choose between a bar or line graph to display the data.

Total Dollars Sold: See how many dollars each sales person sold month over month.



​Filtering

Use the filter options on the right-hand side to customize your report by date or estimator.


Exporting

Export your report by selecting the Export button in the Summary header. This will initiate a download of a .CSV file to your device.

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