Show Total Numbers of Estimate Processed vs. Not Processed on a Saved Search

To create a search that would show all Estimates which are processed and all Estimates which are not, perform the following steps:

     1. Navigate to Lists > Search > Saved Searches > New.

     2. Select Transaction.

     3. Provide a Search Title.

     4. Under the Criteria tab > Standard subtab, add the following filters:

• Type is Estimes/Quotes
• Main Line is True
• Add other required filters

     5. Under the Results tab > Columns subtab, set the following:

Field	Formula	Custom Label
Formula (Numeric)	CASE WHEN {status} = 'Processed' THEN 1 ELSE 0 END	Converted to Sales Order
Formula (Numeric)	CASE WHEN {status} = 'Processed' THEN 0 ELSE 1 END	Not Converted/Processed

     
     6. Click Save and Run.

Each line represents an estimate record. If a record has value of 1 under the Converted to Sales Order column, the estimate was processed. Otherwise, the value is 0. If the record has a value of 1 in the column Not Converted/Processed, the estimate was not converted into a sale.