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You should be able to filter in an insight report or classic report for the "Date Sold" on estimates.

You should be able to filter in an insight report or classic report for the "Date Sold" on estimates. Right now all you can do is filter for Date of estimate or date of status change. Does not help with tracking when reps are selling jobs and auditing actual closed revenue per day.

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Neill and Son Roofing - Joe Mischler shared this idea  ·   ·  Report…  ·  Admin →
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Dashboard & Reports: Custom Reports

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