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Declined Estimates Report

Analyze lost projects by viewing declined estimates with breakdown by type, job size, decline reason, and team member.

The Declined Estimates Report in PaintScout shows all declined estimates across your team, helping you analyze lost projects and identify patterns.

What does the report include?

The summary table lists every declined estimate. You can sort by decline date, estimate ID, type, contact, user, reason, and job total.

Screenshot showing the Declined Estimates Report summary table with columns for decline date, estimate ID, type, contact, user, reason, and total

Graphs

Estimate Type: This graph breaks down declined estimates by type. Hover over each section of the pie chart for exact numbers, or check the table below for more details.

Screenshot showing the Estimate Type pie chart breaking down declined estimates by project type

Job Size: This graph highlights which job sizes are being declined the most.

Screenshot showing the Job Size graph highlighting which job size ranges are most frequently declined

How do I filter the report?

Narrow your results by setting parameters in the Filters section on the right side of the page.

Screenshot showing the Filters section for the Declined Estimates Report with options to set reporting parameters

How do I export the report?

Click the Export button in the Summary header to download a .CSV file to your device.

Screenshot showing the Export button in the Declined Estimates Report summary header for downloading a CSV file

Have feedback on this report? We'd love to hear your thoughts! Click here to share your feedback and help us improve.

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