Description
Full Walkthrough
Log every bid and see what's due, pending dollars, hit rate by count and value, margin on won work and lost reasons by client, estimator and type.
Who it’s for
General contractors, subcontractors, estimators and specialty trades who bid regularly and want to know which clients and project types are worth chasing.
What’s inside
- Dashboard: Open bids, due in 7 days, pending pipeline, hit rate (count and $), $ won, margin on won work, price gap on lost bids, estimator / client / type tables, lost reasons, charts
- Due Soon: Open bids sorted by due date with days left
- Bids: Bid log with margin, due flag, price gap vs winner and decision flags
- Monthly: 12 months: bids and $ submitted, won, hit rates, margin, average bid
- Settings: Dates, estimators, project types, clients, statuses, lost reasons
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
Margins are your own estimates at bid time, not job-cost actuals.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Construction Bid & Estimate Tracker: Hit Rate & Pipeline on Gumroad
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