How do I use the estimation pipeline view?

In this article, you will find information on the estimation pipeline and related features.

Overview

The Sales Pipeline Overview provides a clear, structured view of all your estimates, ensuring that nothing gets lost and that every estimate is tracked from start to finish. Instead of dealing with scattered or hard-to-follow estimates, this centralized view allows you and relevant team members to see all estimates in one place, organized by status and priority.

In the overview, you can easily move estimates through customized pipeline stages, ensuring full visibility into the status of each bid. You can also switch to a list view for a more structured format.

Estimations overview

The Sales Pipeline Overview provides a view of all your estimates, making it easy to track progress and manage statuses. Each estimate appears as a card that includes key details such as:

Estimate name
Client
Client price
Profit
Main estimator
Version count (displayed in a blue box)

Click the three dots in the top right corner of an estimate card to access additional actions:

Move the estimate to a different stage in the pipeline
Make a copy of the estimate
Save the estimate as a template

Key features in the pipeline overview

Switching Between Kanban and List View – Click the designated button to toggle between Kanban view and list view, depending on your preference.
Stage Summary – At the bottom of each stage, you’ll see a total cost and profit summary for all estimates within that stage.
Creating a New Estimate – Click ‘New estimate’ in the top right corner to start a new estimate.