Estimates to Close Report

The Estimates to Close report lists all open estimates with expected close dates within the period range you select for each sales rep. The projected and weighted amounts are totaled by sales rep.

To view the Estimates to Close report, go to Opportunities > Reports > Estimates to Close.

A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.

Note:

This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences > Analytics subtab.

Related Topics

Navigating a Report
Setting Report Footer Options
Graphing a Report
Printing a Report
Emailing a Report
Scheduling a Report
Exporting a Report
Report Customization
Reporting Overview

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