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Estimator Performance Report
Staci Mitchell avatar
Written by Staci Mitchell
Updated over 2 months ago

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.



โ€‹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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