Classic Reports- Need filter for "Date Estimate Signed" on Estimate Report
We need to know the date that the estimate is signed on the Classic Report for Estimates. This is a must and was in SumoQuote. It is an easy way to filter for the jobs that have been approved/signed on and for us to filter for a certain time period for those records. WIthout this specific filter, the report isn't helpful. "date status change" field doesn't always show that the estimate was signed and/or approved, so that filter is not reliable. We need JobNimbus to be easy to track data on like SumoQuote was.
Anthony Mercadante
shared this idea
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Jessie Bonelli commented
Huge issue
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Anonymous commented
THIS IS A MUST!!
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Dura Plex commented
Total sales within a given time period is a basic metric that every company needs to know to evaluate the health of the business. Knowing how many estimates were signed the last month, year, etc. and their values should be a standard feature.