Estimate analysis fact

The estimate analysis fact is used to analyze quotes, complete status, quote win or loss. Users can generate reports based on this fact to analyze estimate quantity, amount, the number of estimates, etc. The historic estimates should be included in the analysis. The estimates for prospective customers are excluded because the estimates are included automatically when the prospect is converted into a customer.

Multi-currency

Birst uses the current exchange rate to convert the amount to the report currency amount. To get the report currency amount, Birst multiplies the domestic amount by the current rate. If there is no currency rate, then 0 displays.

Calculation:

current rate amount = domestic amount * current exchange rate

If there is no exchange rate, then 0 displays.