How much work has been delivered?
Compare delivered amount and hours with the agreed fee and budget on each engagement.
- Estimation & Quote Builder
- Reports and analytics
Reports for the questions your team asks
Read delivery, budget, billing, and collection from the same engagement records.
Overview×
Estimation & Quote Builder · Overview
Estimation & Quote Builder dashboard
This quarter
Quote milestone payments in view
6Total amount
2,610Overdue
3Disputed
3Engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 35 | ||
| Active | 18 | 51% | |
| On hold | 10 | 56% | |
| Completed | 5 | 50% |
Number of engagements by status
Sample counts per stage
Questions to answer
Which approved work awaits billing?
Review approved service value beside invoiced service amount and the Approved Not Invoiced list.
Where is collection late?
Check overdue and disputed payments with due dates and amounts.
What is changing margin?
Open Engagement Margin Desk and examine delivered cost, expense total, and value by engagement.
Who is close to capacity?
Compare logged hours, billable hours, and weekly capacity by team member.
Reading the results
Read status and amount together. Approved service is not the same as invoiced service, and invoiced value is not cash received. Review the underlying engagement, milestone, and payment before acting on a summary. Use the report owner’s operating cadence to resolve exceptions and record the decision in the linked work.
More reports
Engagement value and delivery List
Compare each engagement’s agreed fee, delivered amount, approved service amount, and invoiced service amount.
Engagement margin List
Compare delivered amount and delivered cost with the calculated gross margin by engagement.
Hours against budget List
Compare logged and delivered hours with budget hours and hours remaining.
Member utilization List
Compare each team member’s billable hours logged, total hours logged, capacity, and utilization percent.
Client engagement portfolio Grouped
Group engagement value and status under each client and its account owner.
Milestone billing position Grouped
Group milestone amount, invoiced payment amount, payments received, and amount outstanding under each engagement.
Payment exceptions List
Show overdue and disputed payments with due date, amount, and days past due.
Service approval outcome List
Show submitted and approved service lines by engagement, team member, hours, and amount.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.