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#DFF8EB
### Who It’s For
This report is for customers who want to understand their own estimates in plain numbers, not scattered notes and email threads. If you’re an accountant, bookkeeper, or business owner who frequently quotes work and then has to compare what was estimated to what actually landed, this report makes that easier to see. It’s also helpful when different people in your org request estimates for the same types of work, because it shows the full story by customer.
### What It Does
Estimates By Customer pulls your estimates together by customer so you can review totals, track activity, and spot trends without digging through individual quotes.
What you can learn from the report:
- Which customers generate the most estimate volume (and which ones don’t)
- How your estimating activity changes over time, so you can see seasonal patterns or slowdowns
- The customers you quote often but rarely convert, which is where you may need better follow-up or clearer scopes
- Customers tied to unusually high estimate amounts, helping you focus reviews on outliers
- Where you may have missing or duplicate estimate entries, especially after updates or rework
### Use Cases
1. Reviewing Sales Activity By Customer Before Month-End
A bookkeeper closes out the month and wants to know which customers created the most estimates this period. They run Estimates By Customer, sort by total estimate value, and quickly identify the top accounts. Instead of opening quote after quote, they review the customers driving the totals and flag anything that looks unusually high or dated for correction.
2. Spotting Customers With High Estimate Spend But Low Close Rates
A small agency notices some customers always show up with large estimate totals, but deals don’t seem to land. They use the report to compare estimate activity across multiple months and isolate the specific customers with repeat, big quotes. After that, they tighten how scopes are written, adjust turnaround time, and set clearer follow-up steps. This keeps the pipeline from feeling random.
3. Catching Estimate Changes After Scope Revisions
An accountant is reconciling work-in-progress estimates after a project scope changed midstream. They run the report for the client and see how the estimate totals evolved by customer, which helps confirm whether revised quotes were entered correctly. If the numbers jump in a way that doesn’t match the project timeline, they can track down the estimates and correct the record before it causes confusion later.
4. Preparing A Customer-Specific Quote Review Workflow
A operations manager uses the report to build a quick internal routine: pick the top customers by estimate volume, then review those estimates for consistency and accuracy. The manager checks that the descriptions, line items, and totals look right before sending anything out. When a customer’s estimates start to trend upward unexpectedly, they treat it as a trigger to confirm requirements rather than waiting for feedback after the fact.