Estimate Analysis Report

Frequency:

Monthly

Summary:

This is a summary report of sales effectiveness in the store. Depending
upon the sales force deployed (inside vsoutside) and the amount of repeat
customer business, the target values for this report will vary. This report
was produced to conform to a Fastsigns corporate request. Cyrious does
not have typical values or additional information to aid in the
interpretation of this report.
Run From: Reports Menu

Fields

Sales Analysis:
Monthly Sales Goal – the sales goal for the current month.
Current Prospect Count – the current number of active accounts in your database that have no order.
Current Customer Count – the current number of active accounts in your database with one or more order.
Estimates Placed and Estimated Converted:
This provides a break-down by salesperson of the following information:
(Note: Deleting or purging old estimates and prospects can affect this report.)

Number of Estimates: The number of estimates written by the salesperson in the specified period.
Quick Conversion: The number of estimates that were converted to orders within 15 minutes of being
created as an estimate within the specified period. This is usedby some stores (a) to prevent
salespeople from creating orders as estimates first to inflate their conversion numbers, and (b) to
measure how effective counter staff are in moving estimates to orders for walk-ins.
Number Converted: The number of estimates converted to orders within the specified period.
Note: This can exceed the number written because of estimates created in earlier periods.

Original Orders: The number of orders created within the specified period that were not originally
estiamtes.
Percent Converted: Number of Estimates / Number Converted.
Note: This may exceed 100% for the reasons specified above.

Estimates Placed: The dollar value of all estimates written within the specified period.
Note: The currentdollar value of estimates (and converted orders) is used, even if that amount was different during the specified period.

Estimates Converted: The dollar value of all estimates converted within the specified period.
Note: The currentdollar value of orders is used, even if this amount was different during the specified period.

Total Dollars Written: The current dollar value of all Orders written (created) during this timeperiod.
Order Adjustments: This number includes adjustments to the orders made after they were written (if the report is being run for an earlier period) as well as adjustments made during this period orders
written before this period.
Adjustments = Sum(Order SubTotal) – Sum(GL for this period)
Percent Closed: The percentage of orders closed in this period compared with the percentage of orders written. Over the long run, this should average 100% (all orders are eventually closed) unless they
are voided. In any given month, more than 100% of orders written may be closed.
Sales Information:
Sign Sales: The current total of sign sales for orders picked-up within the report period.
Note: This number includes adjustments made after this time period and is therefore not an exact represenation of Sales in the specified period.
Price Modifiers: The current total of modifiers for orders picked-up within the report period.
Note: This number includes adjustments made after this time period and is therefore not an exact represenation of Sales in the specified period.
Installation: The current total of installation for orders picked-up within the report period.
Note: This number includes adjustments made after this time period and is therefore not an exact represenation of Sales in the specified period.
Discounts: The current total of line-itemdiscounts for orders picked-up within the report period.
Note: This number includes adjustments made after this time period and is therefore not an exact represenation of Sales in the specified period.
Subtotal: Adds up the fields above it.
SubTotal = Sign Sales + Price Modifiers + Installation – Discounts.
Note: This number includes adjustments made after this time period and is therefore not an exact represenation of Sales in the specified period.
Deposits: Deposits taken on orders during the specified period. A deposit is considered as any payment take one or more hour before the order is marked picked-up.
Value Added Percentage: The ratio ofPrice Modifiers / Sign Sales.
Discount Percentage: The ratio of Discounts / Sign Sales.
Deposits Percentage: The ratio of Deposits Taken during the preiod to the A/R balance at the end of the report period. Note: This number only has a clear interpretation when the report period matches
the average length an order stays in WIP & Built status.
Ticket Average: The average value of orders placed during this period (based on their current total).
A/R Breakout: This section provides a break-down of the age of currentreceivables.
Note: The report period is not used for this section.
Current: The total of current receivable with due dates less than 30 days.
30 days+: The total of current receivable with due dates between 31 and 60 days.
60 days+: The total of current receivable with due dates between 61 and 90 days.
90 days+: The total of current receivable with due dates over 90 days.