Forecast

Forecasting revenue in Buildr enables you to anticipate and plan for future financial performance. By accurately predicting revenue, contractors can make informed decisions on resource allocation, project bidding, and staffing, ensuring your business's financial stability and growth. Additionally, it helps identify trends, assess the impact of market fluctuations, and set realistic financial goals, ultimately improving overall business strategy and success.

To learn more about Forecast Reports, click here.

Insights

Buildr CRM reporting 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 reports, 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 reports to answer your business's most crucial questions.

Evaluate your reports by the various metrics provided at the top of the each report. 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 projects, 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 reports will exclude projects that are missing final profit amount or final contract amount.

Lost Projects

View and analyze the main reasons for losing projects.

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.

Use this report to 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 report.

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

Reports

The Reports feature is a powerful tool for creating fully customizable and filterable reports on your Leads, Companies, Contacts, and Projects. With reports, you can utilize the filters and columns to pull any set of data you wish to view and share them with your team.

Learn more about reports here.