Trend Management Reports

Updated 2 years ago by Bethany W.

The following Trend management reports are available in XactAnalysis®, depending on your company’s settings and your rights. See Management/Activity Reports for help with generating reports.

Management reports DO NOT include assignments that were reassigned or referred to different data sets. However, Activity reports include all assignments that were created in the designated data set.

Estimate Breakdown by Labor/Materials/Equipment

This report displays the average estimate value, labor value, materials value, and equipment value by month for a 6–13 month period. This report can help you track seasonal trends in estimate costs.

Select a plot point in the graphs or a month in the table to see the data for other levels of your hierarchy, including individual estimates.

Average Estimate Value graph

This graph plots the average estimate value by month.

Average Labor Value graph

This graph plots the average value of labor by month.

Average Materials Value graph

This graph plots the average value of materials by month.

Average Equipment Value graph

This graph plots the average value of equipment by month.

Estimate Breakdown by Labor/Materials/Equipment

Columns

Estimates: Number of estimates

Estimate Value: Total estimate value

Labor Value: Labor value

Materials Value: Materials value

Equipment Value: Equipment value

Avg Estimate Value: Average estimate value (Estimate Value / Estimates)

Avg Labor Value: Average labor value (Labor Value / Estimates)

Avg Materials Value: Average materials value (Materials Value / Estimates)

Avg Equipment Value: Average equipment value (Equipment Value / Estimates)

Rows

First rows: Month and year

Dataset (Safe Haven): Totals

Estimate Trending

This report displays the estimate volume, total estimate value, and average estimate value by month for a 6–13 month period. This report helps you track trends in estimate volume and value.

Select a plot point in the graphs or a month in the table to see data for other levels of your hierarchy, including information displayed by adjuster or contractor, and by estimate.

Number of Estimates graph

This graph plots the number of estimates by month.

Estimate Value graph

This graph plots the dollar value of estimates by month.