FieldCamp offers powerful, flexible viewing options and analytics tools to help you manage your estimates with clarity and confidence. Whether you prefer a classic table, a visual workflow, or actionable data insights, FieldCamp’s customizable views keep you in control of your sales pipeline.
Exploring Estimate Views
On the right-hand side of the Estimates screen, you’ll find three distinct viewing options:
Normal View
Displays a traditional table with columns for Estimate #, Title, Customer, Date, Total, Status, and Actions.
Easily scan, filter, and sort your estimates for quick access and management.
Kanban View
Visualize your estimates as cards organized by status columns:
Approved
Pending
Rejected
Instantly see where each estimate stands in your workflow.
Drag and drop estimates between columns as their status changes, making pipeline management intuitive and visual.
Analytics
Gain a data-driven overview of your estimates with key metrics and visualizations:
Top Metrics:
Total Value (All Estimates): Combined dollar value of all estimates.
Total Count (All Estimates): Total number of estimates created.
Approved (Ready to Convert): Number of estimates approved and ready to become jobs or invoices.
Draft (Not Yet Sent): Number of estimates still in draft status.
Estimate Status Distribution (Pie Chart):
Visual breakdown of estimates by status (e.g., Draft, Approved).
Estimates vs Converted:
Bar or line chart comparing the total value of all estimates versus those converted into jobs or invoices.
Estimate Amount by Status (Graph):
Shows the total dollar value of estimates by status, covering Draft, Sent, Awaiting Response, Approved, Declined.
Use these analytics to monitor your sales pipeline, identify bottlenecks, and optimize your estimating process for better results.
With FieldCamp’s flexible views and robust analytics, you can manage, visualize, and analyze your estimates in the way that works best for your business-keeping you in control and helping you close more deals, faster.