Easy “side by side” Estimate & Invoice comparison

Here’s an easy “side by side” Estimate & Invoice comparison you can do on your screen: (No Report Writer required)

Go to Reports > Daily Sales
Choose Report Format = New Estimates
Highlight all of the days you want for your time period
Hold down the Alt key and click the Select button
You will get a report for New Estimates Sorted by Sales Rep
Leave that on your screen, drag it to the right

Now, do the same steps except change it to New Invoices:

Choose Report Format = New Invoices
Highlight all of the days you want for your time period
Hold down the Alt key and click the Select button
You will get a report for New Invoices Sorted by Sales Rep
Leave that on your screen, drag it to the left

Now you can see exactly how many estimates and invoices you did for each rep “side by side”. Let’s you see how much activity they had.

(Obviously, you can print them out, but it would take a custom report to split the Reps on separate pages.)

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