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 · estimating workload (deals being estimated)

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

On Plate = every open deal the estimator is estimating (estimating workload) — 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. 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.

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%).

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.