Get clear answers to the questions that matter most: Which jobs are over budget? Which clients are slow to pay? Which divisions are actually profitable?
Compare planned costs against real costs so you can catch margin leaks before close-out.
See which divisions are winning and which ones need tighter control.
Break variance down by materials, labor, equipment, and subs so you know where overruns start.
Track conversion from estimate to signed work so you can spot where deals stall.
See when clients open and review proposals so follow-ups happen at the right time.
Know exactly who owes you now, 30 days out, and 60+ days out.
View company-wide financial performance while still drilling into each division.
Use real purchase and job outcomes to improve the next estimate.
Track client value, win rates, and average job size to prioritize better opportunities.
A practical reporting rhythm your team can use weekly, not just at month-end.
Open a budget and quickly see where actual job costs are above or below plan. Review by division and cost bucket, then decide where to intervene.
Track how estimates move through your pipeline so sales managers can focus effort where wins are most likely.
See if clients opened and reviewed your proposal before you call, so follow-ups are better timed and more effective.
Review receivables by aging bucket to protect cash flow and escalate collections before they become write-offs.
Use completed-job and purchasing outcomes to tighten future pricing so bids stay competitive without giving away margin.
When teams review pipeline, budget, and receivables, everyone should be looking at the same numbers. This reporting layer is built to keep leadership, PMs, and finance aligned.
You need to preserve your original budget targets while still seeing real performance. This gives you both, clearly.
If you run multiple divisions, you can evaluate each one on its own while still seeing full-company performance.
Use real-world outcomes to improve estimate quality over time instead of relying on stale assumptions.
Data flows through the platform. Here's where this feature fits.
Estimate → Pipeline Metrics
Estimate status progression is the pipeline. Metrics reflect the same records your team is actively updating.
Project Actuals → Budget Overlay
Project cost outcomes are reflected in reporting views so teams can compare plan versus actual by cost type.
Invoice Payment → Recognized Revenue
Payments feed the budget rollup under your chosen revenue recognition policy. Income budget lines show recognized revenue per division.
Proposal View → Engagement Metrics
Proposal engagement activity feeds reporting, including win rate and time-to-decision trends.
7-day free trial. No credit card required. Pick your trade and start estimating.
We use cookies for analytics and to improve your experience. Cookie Policy