Analytics that tells a contractor where the work is slipping

Analytics reads your Build Daily records and shows which leads are going cold, which bids are missing pieces, which jobs are dragging cash or RFIs, which service tickets are testing SLA and billing discipline, where labor is double-booked, and which markets are producing real pursuit value.

See It with Your Work See Plans All Modules

The boards are organized around contractor decisions

Executive: Decide What Deserves Attention First

Owners and operators start with the executive board when they need a plain read on the week. It rolls leads, estimates, projects, service, cash, backlog, and manpower into flags a contractor can act on: overdue follow-ups, project red/yellow counts, aging A/R, SLA breaches, and crew conflicts.

Compare cash in, A/R, backlog, service backlog, project risk, and manpower capacity
Use board checks to see the warning signs before opening department boards
Focus the morning meeting on records that can cost money or labor

Executive analytics gives leadership one read across every department.

Leads and geography: protect the pursuit pipeline

Sales and preconstruction teams can see whether open leads are assigned, whether follow-ups are overdue, whether proposals and values are covered, and which regions are producing opportunity. Geography adds market concentration, hot spots, saved views, CSV export, and GeoJSON export for territory planning.

Find stale pursuits and unassigned follow-up before the owner goes quiet
Separate pipeline value from weighted value and proposal coverage
Use hot spots and exports for territory reviews or owner meetings

Lead analytics is the cleanup list for pursuits that need action.

Estimating: catch the bid that looks busy but is not ready

Estimating analytics looks past a long bid list and asks whether the bid can actually go out: due windows, proposal sent rate, missing takeoff, no price, no proposal, open RFIs, low quote coverage, stuck bidders, and delivery state.

Sort bid risk by blocker instead of waiting for the due date
See RFP quote rate and vendor response health
Keep proposal and bid-letter delivery visible enough to fix

Projects and service: follow the money and the commitments

Project analytics ties job health to adjusted revenue, requisitioned work, paid and open A/R, overdue RFIs, blocked tasks, and the attention map. Service analytics adds the repair and PM side: open tickets, overdue SLAs, dispatch load, billing problems, agreements, PM work coming due, assets, and low stock.

Find jobs where drift and A/R are landing in the same place
Review service tickets that need dispatch, invoice, PM, or agreement attention
Run the management meeting from the board and open the records it points to

Manpower: see conflicts before the field feels them

Manpower analytics reviews roster, presence, scheduled hours, allocation mix, supervisor groups, expiring credentials, and conflicts. The board is built for the question operations asks every week: who is double-booked, who is qualified, and where is the labor plan overloaded?

Review scheduled hours by day and assignment type
Catch active conflicts and expiring credentials
See project, service, estimate, overhead, and unlinked allocation mix

What is in it

Leadership and sales

Start with the company numbers, then open the department behind them.

Executive board Review cash, A/R, backlog, project risk, service backlog, follow-ups, and crew capacity.

Lead analytics Review pipeline, weighted value, proposal coverage, owner load, sources, outcomes, and stale follow-up.

Maps Map leads, estimates, and projects by value and outcome to see where you win.

Export Use supported CSV and GeoJSON outputs for follow-up and territory review.

Bid and project health

See the exceptions without reading every record.

Estimating board Inspect due windows, takeoff, pricing, proposals, RFIs, quote rate, bidders, and delivery readiness.

Project board Compare health, adjusted revenue, requisitioned work, paid/A/R, blockers, and overdue formal items.

Problem areas Group warnings by job and category.

Data checks Flag missing, overdue, blocked, or conflicting data.

Service and workforce

Review demand, billing integrity, and labor capacity together.

Service board Track open tickets, response times, dispatch, billing, agreements, PM, and low stock.

Manpower board Review roster, presence, scheduled hours, allocation mix, conflicts, and expiring credentials.

Technician and supervisor load Compare assignments and workload by tech, supervisor, or crew.

Drill down Click a number to open the records behind it.

Actual Analytics boards with sample contractor records

Executive analytics board with backlog, A/R, project, service, and manpower numbers — The executive board gives leadership a morning read: cash in, A/R outstanding, backlog value, critical flags, project risk, service backlog, and manpower capacity.

Lead analytics board with overdue follow-ups and pipeline value — Lead analytics shows open pursuits, pipeline value, owner load, proposal/value coverage, overdue follow-ups, and the lead rows that need attention.

Estimating analytics board with what is holding up each bid — Estimating analytics flags bids that are not ready: no takeoff, no price, no proposal, open RFIs, close due dates, and missing RFP quotes.

Project analytics board with A/R and attention map — Project analytics ties risk to cash and field controls: active projects, adjusted revenue, requisitioned work, A/R, red/yellow health, and the attention map.

Service analytics board with dispatch load and billing integrity — Service analytics covers tickets, dispatch load, overdue SLAs, technician slots, billing problems, agreements, PM work coming due, assets, and low stock.

Manpower analytics board with conflicts and schedule load — Manpower analytics shows roster, presence, scheduled hours, allocation mix, skills, expiring credentials, and open conflict rows before the schedule breaks.

Geographic analytics board with market hot spots and exports — Geographic analytics maps pursuit locations into hot spots with lead value, estimate value, saved views, CSV export, and GeoJSON export.

How a contractor uses Analytics during the week

Monday Leadership Review

Start with the executive board, then send each department to the board that explains the number: leads, estimates, projects, service, or manpower.

Midweek Rescue

Use board checks and filters to find the specific problem: overdue lead follow-up, missing proposal, high-risk project, SLA breach, billing gap, or crew conflict.

Market and Backlog Review

Use geography, backlog value, lead value, estimate value, A/R, and project health to decide where the company should chase, staff, or slow down.

Questions Analytics helps answer

What You Need	How Build Daily Handles It
What needs attention today?	Yes Executive analytics shows cash in, A/R, backlog, critical flags, project risk, service backlog, pipeline flow, and manpower capacity.
Which pursuits are being neglected?	Yes Lead analytics shows open leads, weighted pipeline, value coverage, proposal average, owner load, overdue follow-ups, unassigned pursuits, and needs-attention rows.
Which bids are not ready to send?	Yes Estimating analytics highlights due dates, proposal send rate, what is holding up each bid, RFP responses, quote rate, how bidders and vendors respond, and delivery status.
Which jobs are risky and short on cash?	Yes Project analytics reviews active projects, red/yellow health, adjusted revenue, requisitioned work, paid/A/R, attention-map risk, blocked tasks, overdue RFIs, and open items.
Which service work needs dispatch or billing cleanup?	Yes Service analytics tracks open tickets, SLA overdue, dispatch load, technician slots, revenue, invoiced share, pricing intent, agreements, PM due work, assets, and inventory.
Where is labor overloaded or double-booked?	Yes Manpower analytics reviews roster, presence, scheduled hours, allocation mix, conflicts, expiring credentials, supervisor rows, and capacity.
Where is work concentrated geographically?	Yes Geographic analytics filters mapped leads, estimates, projects, outcomes, heat, owner, department, sector, and tags, with hot spots plus CSV and GeoJSON export.

From the leadership meeting to department follow-through

Read the Executive Board First

Leadership starts with cash, A/R, backlog, project red/yellow counts, SLA breaches, overdue follow-ups, and manpower conflicts to decide which department needs the first conversation.

Open the department board behind the flag

A stale pipeline flag goes to Leads, a missing bid flag goes to Estimates, a risk or cash flag goes to Projects, a ticket or billing flag goes to Service, and a double-booking flag goes to Manpower.

Use filters and tables to find the record behind the number

The boards have filters, top blockers, needs-attention rows, attention maps, dispatch tables, conflict logs, and hot spot tables so managers can act on actual records.

Close the loop in the work module

Analytics points to the problem. The fix still happens in the module: assign the lead, finish the estimate, chase the RFI, invoice the ticket, or move the assignment.

Export when the meeting needs a handoff

Where the board supports it, managers can export board data, geographic CSV, or GeoJSON for owner meetings, territory reviews, and offline follow-up.

Analytics work that changes the next move

Owner Morning Meeting

Start with the executive board: project criticals, SLA breaches, overdue follow-ups, A/R, backlog, and manpower conflicts.
Open the matching department board only for the flag that needs action.
Leave the meeting with an owner assigned to each record that needs action.

Preconstruction Cleanup

Use Leads to find overdue follow-ups, unassigned pursuits, weak proposal coverage, and missing value.
Use Estimates to find missing takeoff, no price, no proposal, RFIs, low quote rate, and stuck bidders.
Use Geographic analytics to see whether pursuit value is concentrated in the right markets.

Project and Service Risk Review

Use Projects to compare adjusted revenue, requisitioned work, A/R, health, blocked tasks, and overdue RFIs.
Use Service to review open tickets, dispatch load, overdue SLAs, billing problems, PM work coming due, and agreement coverage.
Decide whether the next move is a PM call, service dispatch change, invoice review, or project controls cleanup.

Crew Capacity Check

Use Manpower to see scheduled hours by day, allocation mix, conflicts, presence, roster count, and expiring credentials.
Find overlaps before moving people between project, service, estimate, or overhead work.
Keep labor planning tied to the same records that created the demand.

Walk Through Analytics that tells a contractor where the work is slipping

We will walk through it using the way your company handles the work today.

See It with Your Work