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Universal Report Grid (URG)

The Universal Report Grid or URG in WeEstimate includes detailed sales information from the start of the estimating process through a win, loss, on-hold or other sales stage selected for the sale. The report grid enables the creation and generation of customized reports with real time sales data. 

The URG helps track sales pipelines, proposals, forecasts, market verticals, won and lost sales and numerous other Key Performance Indicators “KPIs” including: individual performance, Office, Region, Company data, estimated commission amounts, sales status and much more. Whether you are a sales person, a sales leader or Executive, use of the WeSuite URGs will provide key sales information 24 hours a day, 7 days a week, 365 days a year, with only a few clicks. This articles defines the reportable fields in the Universal Report Grid.

Adj Comm: (Requires use of the Commission Management Module), the adjusted total dollar amount of the User’s estimated commission on both the Outright Sale and RMR portions of an Estimate if adjusted by a Manager. 

Adj Comm RMR: (Requires use of the Commission Management Module), the adjusted total dollar amount of the User’s estimated commission on the RMR portion of an Estimate if adjusted by a Manager. 

Adj Comm Sale: (Requires use of the Commission Management Module), the adjusted total dollar amount of the User’s estimated commission on the Outright Sale portion of an Estimate if adjusted by a Manager. 

Adj Mgr Over RMR: (Requires use of the Commission Management Module), the adjusted total dollar amount of the Sales Manager/User’s estimated commission on the RMR portion of an Estimate if adjusted by a Manager. 

Adj Mgr Ovr Sale: (Requires use of the Commission Management Module), the adjusted total dollar amount of the Sales Manager/User’s estimated commission on the Outright Sale portion of an Estimate if adjusted by a Manager. 

Adj NA Ovr RMR: (Requires use of the Commission Management Module), the adjusted total dollar amount of the National Account Manager/User’s estimated commission on the RMR portion of an Estimate if adjusted by a Manager. 

Adj NA Ovr Sale: (Requires use of the Commission Management Module), the adjusted total dollar amount of the National Account Manager/User’s estimated commission on the Outright Sale portion of an Estimate if adjusted by a Manager. 

Adj Notes: (Requires use of the Commission Management Module), the manual written notes entered when Adjusting Commission dollar amounts. 

Archived?: A check box indicating whether an Estimate is under the Archive Tab at the Dashboard (as moved to “Archive” by the User). Please Note: There is an icon button, at the lower left side of the URG screen Users can click to show/not show Archived Estimates at the URG. 

Avg Sales Price: If an Estimate includes Optional Equipment this field will show the average of this Optional Equipment. 

 BIN: The unique four-digit quote “BIN” number Estimates are built in. Opportunities saved with an RFQ Status in WeOpportunity will automatically generate a new WeEstimate Quote BIN. There can be an unlimited number of Estimates created from one WeEstimate Quote BIN. 

Close Date: The date the Estimate was “Sold” or “Lost”. 

Comm from RMR: (Requires use of the Commission Management Module), the User’s estimated commission on the RMR portion of an Estimate. 

Comm Split %: (Requires use of the Commission Management Module), if splitting the commission amount with another User(s), this field will show the percentage of the split that goes toward this User. Each User will see only their portion of the split. 

Contact Email Address: The Main Point of Contact email address for the Estimate. 

Contact Phone Number: The Main Point of Contact telephone number for the Estimate. 

Customer: The named Customer for an Estimate. Note: this can be changed at the Customer screen. 

Date Sent: The date a Quote Package was flagged as sent. 

Days to Close: The number of days to close. 

Engineer: The selected User/Engineer to review an Estimate. 

Est Comm: (Requires use of the Commission Management Module), The User’s estimated commission on both the Outright Sale and RMR portions of an Estimate. 

Executing Office: The Office that this Job belongs too, based on User’s Office, or the Quoted from if the User is allowed to quote from other Offices. 

Forecast Matches Estimate: A check box indicating whether or not the Forecasted dollar amount of the sale is equal to the actual estimated dollar amount. Set at the Estimate Screen, Forecast Tab. 

Forecasted RMR: The manually entered forecasted RMR amount. Entered at the Estimate Screen, Forecast Tab. 

Forecasted Sale: The manually entered forecasted Outright Sale amount. Entered at the Estimate Screen, Forecast Tab. 

Forecast Total: The total for the Estimate. 

GP %: The estimated Gross Profit Percentage of the Estimate. 

GP Dollars: The estimated Gross Profit dollar amount of the Estimate. 

Job Label: The User given title of an Estimate. 

Job Opened: The date the Estimate was created. 

Job Split %: (Requires use of the Commission Management Module), if splitting the Outright Sale amount with another User(s) this field will show the percentage of the split that goes this User’s Outright Sale Quota(s). Commonly this is used when commission plans include bonus or credits toward reward plans for hitting or exceeding specified sales quota. Note: There can only be one split percentage per Estimate, this split will apply to both the Outright Sale and RMR dollar amounts. 

Job Type: The Job Type selected for a Job 

Main Point of Contact: The Customer’s Main Contact and whom the Estimate is addressed to. 

Manual Sale Price: The manually entered sale price of an Estimate entered only if using QuickQuote functionality in WeEstimate. This functionality is typically defaulted “off” for WeSuite Clients. Please contact WeSuite if you would like to use this functionality. 

Market: The selected Market vertical of the Estimate. 

 Mgr: (Requires use of the Commission Management Module), the named Sales Manager/User to receive a Manager Override bonus on the Estimate. 

Mgr Override: (Requires use of the Commission Management Module), The Sales Manager/User’s estimated commission on the Outright Sale portion of an Estimate. 

Nat Acct Mgr: (Requires use of the Commission Management Module), the named National Account Manager/User to receive a National Account Manager Override bonus on the Estimate. 

Nat Acct Override: (Requires use of the Commission Management Module), The National Account Manager/User’s estimated commission on the Outright Sale portion of an Estimate. 

Next Action: The User selected date of Next Action at the Estimate Screen, Forecast Tab. 

Next Action Item: The User selected Next Action set with a predefined list of Next Action Items at the Estimate Screen, Forecast Tab. 

Pass Throughs: The dollar amount of Changeable Items defined as Pass Through items and included on an Estimate. This total does not effect Gross Profit calculations as the cost and the sell amount of the Pass Through items are the same. 

Pipeline Status: If a Job is created from a Lead, this will pull the assigned pipeline for the Lead that created the BIN. Remember this BIN could have multiple Jobs and all Jobs will have the same pipeline status if from the same Lead. 

PO: The manually entered Purchase Order number as entered at the Estimate Screen, Status Tab. 

Post Approval Date: (Requires use of the Automated Approvals Module), the date the Estimate entered into a Post Approval Status. 

Prob Close Date: The estimated close date of an Estimate selected by the User at the Estimate Screen, Forecast Tab. 

Quote Price: The Outright Sale dollar amount of the Estimate. 

Quoted Price Split: (Requires use of the Commission Management Module), this is the dollar amount of the Estimate split toward that User. Each User can see only their own dollar amount for a specific Estimate that they are either the owner of or the shared owner of, and receiving a partial split. 

Quoted Region: The Region the Estimate is quoted from. 

Quoted RMR: The total Recurring Monthly Revenue quoted on an Estimate. 

Quoted RMR Split: (Requires use of the Commission Management Module), if splitting the RMR portion of the sale amount with another User(s), this field will show the dollar amount of the split that goes to this User(s) RMR quota(s). Each User will see only their portion of the split. Note: There can only be one split percentage per Estimate, this split will apply to both the Outright Sale and RMR dollar amounts. 

RMR Sold: The total sold Recurring Monthly Revenue on a “Won” Estimate. 

Salesperson: The named User who owns the Estimate. 

Status: The current Sales Status of an Estimate, as entered at the Estimate Screen, Status Tab. 

System Type ID: (Requires use of a configured accounting software integration), this field will show the System Type ID from an integrated accounting software integration. 

System Type: the System Type selected for a Job 

Tier: (Requires use of the Commission Management Module). For those Clients who’s Commission Plans include Tier structures, this field indicates the highest Tier an Estimate falls within, based on the Commission Plan associated to the User. This to provide a flag indicating an Estimate has moved a plan into the next tier. The Estimate typically includes a portion in the lower Tier and the remainder of the sale in the higher Tier, indicating that “this” Estimate will have a manual calculation for final commission/bonus based on the proportions split. 

TCV: Total Contract Value- Outright Sale plus the Recurring Monthly Revenue multiplied by the number of months in the contract term. 

Total Costs: The Total Cost of items on the Estimate. 

Total – Passthrough: The total dollar value of chargeable items flagged as “passthrough”. 

Type: The user selected Job Type of an Estimate from the Estimate screen, Status Tab. 

Win Chance %: A User selected drop down indicating the Win Chance percentage. Selected at the Estimate Screen, Status Tab as the Probably of a Close. 

WO: The manually entered Work Order number as entered at the Estimate Screen, Status Tab. 

For a detailed explanation of the various settings in the URG please go to the knowledge based article titled: "URG Filter and Settings".



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  1. Diane Gross

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