Feature requested
Report of all Estimates AGREED + ex VAT TOTAL
Typical use case
Monitoring SALES PIPELINE of ACTIVE PROJECTS/JOBS
How I would expect it to work
A simple report listing all ESTIMATES currently with the status AGREED.
And a summation of the ex VAT amounts.
Thus providing a snapshot of all estimates/quotations that have gone LIVE.
I know that this can be achieved by searching estimates with the AGREED status and then doing a Select-ALL exporting the data…but that really is an ###ache for something that should be simple to create in a repeatable Report.
Or is there in fact a way to create this using the CUSTOM REPORT feature.
I have looked at that but couldn’t see a means of doing it.