Compare count of quotes to count of jobs for accounts

It's easy to see the total number of jobs and CounterGo quotes you have for each account - those are fields you can select for an account view:

However, there's not a built-in way to get "filtered" counts like the number of quotes and jobs created in the last 60 days. To get that type of information, you can create a filtered view of quotes and a filtered view of jobs and relate them in Excel.

We can't directly provide support for Excel, but we can help you think through the insights you want to get from your data, help you create the necessary views, and point you to video examples of Excel's power. Below is one such example of copying views to Excel and using a pivot table to get the desired answer.

Still need help? Contact Us Contact Us