Preconstruction · Estimator Load

Estimating Hub

Every open opportunity across the estimating team, grouped by deal size. Filter by sector or band — the leaderboard recalculates instantly.

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Opportunities on Plates

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Set This Week

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Total Pipeline Value

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$1M+ Opportunities

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Pipeline by Deal Size

open opportunities grouped by estimated value

Where We’re Pursuing

locating open opportunities…

Outside 70 miles of a branch

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Outside 70 mi Within 70 mi Located from customer address, not the job site 70-mile branch radius

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Estimator Leaderboard

pipeline value · estimating workload (deals being estimated)

Estimator	On Plate	In Estimating	Proposal	Set This Week	Deal Size Mix	Pipeline Value	Win Rate	GM % Complete

On Plate = every open deal credited to the estimator, and it splits into In Estimating (still needs an estimate — the actual queue) and Proposal (already proposed, now waiting on the customer). A deal stays on the plate even when a different rep owns it for sales credit, so this can exceed that rep’s owned pipeline on the Rep Summary. Click any of the three numbers to open those deals in Projects. Win Rate = YTD won ÷ (won + lost) by close date for that estimator; GM % Complete = won-YTD value vs the estimator’s annual estimating goal (commission plan); Set This Week = opportunities proposed since Monday.

Hot / Warm Tracker

Hot — Warm —

Open hot & warm pipeline by estimator. Hot = forecasted; Warm = warm-flagged.

Overdue

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Due This Week

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Due Next 4 Weeks

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No Due Date

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Estimator Workload

deals still needing an estimate, by bid due date

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Estimators Ranked

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with YTD activity or a goal

YTD Revenue Won

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credited to estimators

YTD GM $ Won

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sale − cost (or × GM%)

Hot + Warm Pipeline

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open forecasted / warm

Estimating Group Scoreboard

YTD · ranked by GM % of annual goal

Rank	Name	Sector	Annual GM $ Goal	YTD GM $ Won	YTD Revenue $ Goal	YTD Revenue $ Won	GM % Complete	GM % Min. Goal	Average GM %	Warm Revenue	Hot Revenue

Tony Medina estimating org · credit = estimator on the deal (scope / WTD). Annual GM $ Goal & YTD Revenue $ Goal come from the active estimating commission plan (same annual goal until separate GM/rev goals are stored). YTD GM $ Won = sale − est. cost when cost exists, else sale × deal GM%, else sale × 22%. Hot = open forecasted; Warm = open warm (not forecasted). GM % Min. Goal is the company floor (25%).