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Estimating Reports and Analysis

Overview

Visibility into estimate performance supports better decision-making.

Purpose & Use Case

  • Compare estimates to actuals
  • Improve future accuracy

Limitations

Native reporting is limited for estimating analysis.

When to Consider Professional Assistance

Custom reporting and dashboards often require professional development.

<p>Related: <a href="/forum/community-help-3/estimating-using-sales-orders-3">Estimating Using Sales Orders</a>, <a href="/forum/community-help-3/from-estimate-to-project-and-job-costing-131">From Estimate to Project and Job Costing</a>.</p>
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