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

Estimator Leaderboard

pipeline value · on-plate load

Estimator	On Plate	Set This Week	Deal Size Mix	Pipeline Value	GM % Complete

GM % Complete = won-YTD value vs the estimator’s annual estimating goal (commission plan). On-plate = open opportunities credited to the estimator; Set This Week = opportunities proposed since Monday.

Hot / Warm Tracker

Hot — Warm —

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

Management · Level 10

The six EOS components for estimating — Vision, People, Data, Issues, Process, Traction.

Issues · IDS

Open · Identify · Discuss · Solve

Short

Issue headline goes here

Owner name

Short

Issue headline goes here

Owner name

Long

Issue headline goes here

Owner name

Vision

Core Focus

Purpose / niche statement

10-Year Target

Long-term BHAG target

1-Year Plan

This year’s measurable goals

Rocks · — of — rocks on track

People · Ranked

Team member

Role

✓✓✓

$—

Team member

Role

✓✓–

$—

Team member

Role

✓–✓

$—

Team member

Role

✓✓✓

$—

Team member

Role

–✓✓

$—

G / W / C — Gets it · Wants it · Capacity

Data · Rev Gap

Estimator Load →

Bid Volume Goal · 2026

$—of $—

Gap to goal$—

Bid volume tracking —% of annual target

Meetings

Weekly L10 · Tue 7:30a

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Pulse / 10

—%

Attendance

Held — of — wks · next —

SegueScorecardRock review HeadlinesTo-do listIDSConclude

Process · SOPs

ITB intake & qualification—%

Takeoff & pricing standard—%

Bid review & margin sign-off—%

Handoff to operations—%

DocumentedFollowed by all

Win Drivers

close rate by estimator (all-time closed)

Estimator	Won	Lost	Win %	Win Rate	Avg Won $

Win % = Won ÷ (Won + Lost) on closed opportunities credited to the estimator.