Estimate Financial Summary Overview

The Estimate Financial Summary provides a read-only, month-by-month view of an estimate's financial information, with the monthly breakdown directly reflecting your time period configuration. You can generate these summaries from the Financials tab.

You can view the summary records in the estimate's currency or the individual estimate products' currency using the Currency toggle. For more information about how conversions and rates are calculated, see Currency.

If changes are made to the estimate after generating financial summary records, a new summary must be generated for accurate and up to date data to be displayed in the summary.

To view the Estimate Financial Summary in full-screen, click Expand. To return the summary to its original size, click Contract.

Tip:

We recommend granting all users who generate summaries the same permissions to maintain consistency across summaries.

Warning:

Report on Estimate Financial Summary data only after you've received the generation complete notification. Data is still being processed until this notification appears.