⏰ Today at MY Estimating —
📅 Upcoming Calendar
📧 Recent Inbox Activity
💰 Money in Motion
📋 Action Items
📈 Bid Pipeline — Current State
Derived from H:\ folder stages (Plans → Takeoff/EW → Proposals) + QB estimates/invoices. Fill in the Project custom field in QB to lock each bid's stage.
Kanban Board
Pipeline Table
Client 360° View
Combines QuickBooks billing, folder projects, and recent email threads per client.
⏱ Time & Productivity
Reads timesheet CSVs dropped into timesheets\ from the dedicated
timesheet.html app.
Data below updates on the daily 6:30 AM sync.
This Week — Hours by Person
This Week — Hours by Activity
Mike's Productivity Scorecard
Project Profitability (Hours × Rate vs Invoice)
🛠 Subcontractor & Vendor Database
Auto-extracted from Quote/Proposal PDFs in H:\Shared drives\Clients. Use this when you need a quick quote comparison.
💬 RFI Tracker
Requests for Information generated during takeoff or plan review. Use the rfi-generator skill to create new RFIs; they'll automatically appear here on the next refresh.
📈 Unit Price Library
Historical unit prices pulled from Estimate Pro templates in H:\Shared drives\Clients\MY Estimating LLC - NH\Templates. Reference when building new bids to stay consistent.
📄 Master Service Agreement (MSA/CSA) Tracker
Every client must sign a Client Service Agreement before work begins (per Consultant's professional liability insurance requirements).
Templates in H:\Shared drives\Main Share\AGREEMENTS\Templates\ ·
Signed copies in H:\Shared drives\Main Share\AGREEMENTS\Signed MSAs\
Add or Edit Client Agreement
All Client Agreements
🏆 Bid Win / Loss Tracker
Track every bid outcome to measure win rate, revenue won/lost, and average cycle time. Data is modifiable per project — updated values persist in your browser and export/sync to the refresh task.
Set / Update Bid Outcome
Bid Outcomes Table
📚 Reference — What does each Outcome and Reason mean? click to expand
Outcomes
⏱ Pending — Not sent yet. Takeoff/proposal still in progress.
📤 Submitted — Proposal sent, waiting on client's decision.
🏆 Won (Full) — Client accepted the entire bid. All scope awarded.
🏅 Won — Partial — Client awarded part of the bid. Example: BCK won house lots but not the road. Enter total in "Bid Value" and actually-won portion in "Won Amount".
❌ Lost — Went to a competitor, project cancelled, or client didn't respond. Zero revenue.
♻ Withdrawn — You pulled the bid before a decision. Scope changed, priced wrong, ran out of time, etc.
⛔ No Bid — Declined to bid. Out of scope, bad fit, not worth it. Doesn't count in win-rate math.
Win/Loss Reasons
Won — Price was right: Your number was competitive. No pushback or shopping around.
Won — Client relationship: Got the job because they know and trust you. Loyalty/repeat business, not price.
Won — Turnaround speed: Chose you because you could deliver faster than competitors. Deadline met.
Won — Quality/detail: Your proposal was more thorough or professional. Extra depth of work won them over.
Lost — Our price too high: Over budget or competitor was cheaper. Pricing concern on your end.
Lost — Competitor underpriced: Someone lowballed to get the work. Usually a race-to-the-bottom competitor, not always your pricing.
Lost — Couldn't meet timeline: Client needed it faster than you could deliver. Capacity issue — might justify hiring Mike more hours or turning down low-priority work.
Lost — No response from client: Ghosted. Black hole. Worth one follow-up before marking Lost.
Lost — Scope changed: Project scope shifted so much your proposal no longer applied. Not really a rejection of you.
Other: Use the Notes field to explain. If this comes up often we should add it as its own category.
Why track this?
- Win rate tells you if your pricing is market-competitive
- Reasons show you patterns — if half your losses are "timeline", you have a capacity problem to solve
- Partial wins reveal which scope items consistently get cut — might indicate overpricing on those specific line items
- Cycle time tells you how long clients take to decide — useful for forecasting
⚖ Break-Even Model vs Actual Results
Compares the forecast from your April 2026 break-even workbook against actual QuickBooks results.
Monthly Actual vs Forecast
📚 Standard Operating Procedures
Documented processes = transferable business = higher valuation multiple (moves you from 1.5x → 2.5x on the business valuation).
Smart Insights
Revenue vs Expenses (by Month)
Top Expense Categories (YTD)
Cash by Account
Top 10 Vendors by Spend (Lifetime)
Monthly Performance
Monthly Revenue
Monthly Expenses
Month-by-Month Detail
Cash Position
Runway Calculator
Account Register — All Transactions by Bank Account
Profit & Loss — YTD 2026 (Accrual)
Balance Sheet
Accounts Receivable Aging
All Invoices
Payments Received
All Expenses
Spend by Vendor (Rollup)
Customers
Services & Items (Price List)
What-If Modeler — Break-Even & Capacity
Live calculator based on your April 2026 break-even workbook. Change any blue input and everything recalculates instantly.
Your Inputs
Results
Hourly Rate Mike Can Earn
At different annual revenue levels — after covering operating costs.
Billable Hours Required
At your current billing rate, to pay Mike at various scenarios.
Break-Even Sensitivity
SDE Business Valuation
Seller's Discretionary Earnings method, Construction Services niche. Inputs linked to the What-If Modeler.
Value at Different Revenue Levels
How to Increase Your Multiple (1.5x → 3.0x+)
Reality Check
Recurring Cost Projection (Annual)
Itemized recurring expense forecast, grouped by frequency. Drives the break-even baseline used in the What-If Modeler.
Placeholder Items (Fill In When Ready)
These aren't in the annual total yet — add them in the workbook and the dashboard will pick them up on next refresh.
Projects & Plan Sets — QuickBooks Custom Fields
Rollup by your QuickBooks Project, Plan Set, and Plan Set Date custom fields (enabled on Sales Receipts, Invoices, and Estimates).
How to Make This Tab Useful
Tax-Ready Expense Summary (YTD 2026)
Categories mapped to common Schedule C lines. Use with your CPA.