How to create a basic pricing estimate/quote with dashboard

johnnipearson · 08/19/24

Hi Everyone

How can I create a basic pricing estimate with a dashboard for 4 major service offerings that I am sending to the government for assessment? It only needs to be simple, nothing spectacular. I need something that looks good at the very least with a few metrics involved because its still early days for anything more complex.

Please assist in recommending a template or how to go about this task! Thank you - John

Andrée Starå · 08/19/24

https://community.smartsheet.com/discussion/129509/how-to-create-a-basic-pricing-estimate-quote-with-dashboard

Hi,

I hope you're well and safe!

Do you have something you can share that shows how you'd like it to look or how it works today?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

johnnipearson · 08/19/24

Hi Andree

Thanks for responding

I probably should have something, but I don't. I was going to get my head around how best to represent the data first then populate it all. The dashboard I want is so basic I can explain it here.

I want columns/dashboard widgets to show the following

Service offerings
Plant and equipment
Third-party services
Third-party costs
List of people involved in the project
Sale price
Business overheads
Start date
End date

My estimate for the government is at Stage 1 and has been requested by them. I need it to look as professional as possible. I will teach myself the intricacies of dashboards at a later date but first I need to get this estimate prepared asap.

Have you any suggestions or can you assist me please?

Thanks - John