The company-wide total, located via Sales Module > Sales Home > Company-wide Sales tab, is a real-time resource where you can monitor how your location is doing. This information is updated as projects progress through your workflow. Totals can be changed by checking or un-checking depending on your personal preference; Shipping, Postage, and Tax.


Note:  When looking at this Report, Last Week is considered the week prior from Sunday through Saturday.

Company-wide Totals Defined

  • # of New Estimates = Number of new estimates created.
  • # of Cancelled Estimates = Number of estimates that were cancelled.
  • # of Converted Estimates = Number of existing estimates converted to orders.
  • # of New Orders = Number of new orders created. This does not include converted estimates.
  • # of Total New Orders = Total number of new orders created. This includes converted estimates.
  • # of Voided (Pre-Completed) = Number of voided orders that never reached a completed status.
  • # of Completed Orders = Number of orders moved to a completed status.
  • # of Voided (Post-Completed) = Number of voided orders that reached a completed status.
  • # of Net Completed Orders = Number of completed orders minus number of voided (post-completed) orders.
  • # of New Customers = Number of new customers created.
  • $ in New Estimates = Total dollar amount of new estimates created.
  • $ in Cancelled Estimates = Total dollar amount of estimates that were cancelled.
  • $ in Converted Estimates = Total dollar amount of existing estimates converted to orders.
  • $ in New Orders = Total dollar amount of new orders created. This does not include converted estimates.
  • $ in Total New Orders = Total dollar amount of new orders created. This includes the amounts in Converted Estimates and in New Orders. ¬†Voids are NOT included in this number.
  • $ in Voided (Pre-Completed) = Total dollar amount of voided orders that never reached a completed status.
  • $ in Completed Orders = Total dollar amount of completed orders.
  • $ in Voided (Post-Completed) = Total dollar amount of voided orders that reached a completed status.
  • $ in Net Completed Orders = $ in Completed Orders - $ in Voided (Post-Completed)
  • $ Collected = Total dollar amount of payments made.


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Tips and Tricks of Using Your Company-Wide Totals

  • Your Company-Wide Totals are broken down into quick reference time periods; Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year.
  • You can use the Company-Wide Totals as a quick reference rather than pulling a report. This will allow you to see at a glance throughout the day what is being done with order in your system.
  • All totals are linked to dates on the orders, ie., if you are looking at () in Total New Orders this is looking only at the Created Date listed on the order. Whereas, $ in Completed Orders will only be looking at the Completed date and not the Created date.