Reports and Exports
Filter performance metrics and export CSVs.
Reports overview
Reports give you a snapshot of performance:
- Project count
- Win rate
- Average margin
- Quote status
- Analytics events
Apply filters
- Go to Dashboard -> Reports.
- Choose a date range.
- Select project type (optional).
- Click Apply filters.
Export CSV
Use Export CSV to download filtered project data for spreadsheets or accounting.
Win rate calculation
Win rate = approved quotes / total quotes.
If no quotes are sent, win rate will show 0.
Average margin
Average margin is calculated from all estimates in the period.
Common uses
- Weekly sales review.
- Monthly performance review.
- End of season pricing adjustments.