Estimate Conversion Report

Created by Binita Goswami, Modified on Wed, 29 May at 11:27 AM by Binita Goswami

Here is a video for your reference:



  1. From the menu click on Reports.

  1. Under FSM you will find Estimate Conversion Report.


The Estimate Conversion Report shows the total opportunities in hand, converted or sold opportunities, missed opportunities, and the conversion ratio.


The table provides an overview of completed jobs with details such as work order number, date converted, date created, customer information, sales person's name, amount, etc. The report can be exported in either Excel or PDF format.



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