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Insights

Analyze Win Rate, Profit Tracking, Lost Projects, Annual Construction Volume, and Employee Project Revenue

Gracie Bradley avatar
Written by Gracie Bradley
Updated over 3 months ago

Buildr CRM Insights comes out of the box with five high-level reports to help you dive deeper into your business insights. Designed to empower businesses with actionable statistics, this feature offers a breakdown of Win Rate analytics, Profit Tracking, Lost Projects, Annual Construction Volume (ACV), and Employee Project Revenue. Utilize Buildr's automated insights to answer your business's most crucial questions.

Evaluate your insights by the various metrics provided at the top of each page. Simply click the tabs (Company, Industry, Market Sector, etc.) to view your desired breakdown. Additionally, you can modify the date range at the top-right of the page to pull data from a specific timeframe.

Win Rate

Compare win rates across your closed projects.

Compare the win rate percentage, amount won, number of won jobs, and the number of projects lost.

Profit

Identify projects with the highest and lowest profit revenue.

Select a breakdown to identify which types of projects are the most and least profitable. View the average profit percentage, profit per month, total profit, and total revenue.

Note: Profit insights will exclude projects that are missing the final profit amount or final contract amount.

Lost Projects

View and analyze the main reasons for losing jobs.

Compare lost rate percentages, number of lost projects, and amount lost based on the categories below.

Annual Construction Volume (ACV)

View and compare annualized profit revenue over time.

Toggle between revenue and profit to see the amount you are winning annually with each project and/or company.

Employee Project Revenue

See a breakdown of each workforce employee’s revenue and profit amounts.

View the total amount in revenue and/or profit, that each employee is actively responsible for based on projects they are assigned to.

Note: Only projects that are won and active will be included in this page.

All insight data can be downloaded as a PDF file by selecting "Export".

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