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Construction Bid Pipeline Tracker.

Track every invitation to bid from takeoff to award and know your real hit rate.

Live demo coming soonConstruction & trades · Sales
Demo screenshot coming soon

About this template

A pipeline board that moves each bid through Invited, Estimating, Submitted, Shortlisted, and Won or Lost, with bid due dates, bid amounts, and the GC or owner on every card. Hit rate charts by estimator, project type, and customer show where you actually win work. Replaces the bid log spreadsheet that nobody updates after the number goes out.

The live demo ships with sample data: A year of 60 bids for a commercial subcontractor: mixed project types, five repeat GCs, realistic bid amounts and due dates, and a believable 1-in-4 hit rate that shifts by customer.

The prompt behind this template

This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.

Show the full prompt

Build a bid pipeline tracker for Ridgeline Mechanical, a commercial HVAC subcontractor, used by the chief estimator to track every invitation to bid and learn where the company actually wins work. Two tabs. The default Bid Log tab opens with four stat cards: Open Bids at 14, Due This Week at 3, Won Last 12 Months at $4.6M, and Hit Rate at 25 percent. Below them, filter chips for each stage plus a customer dropdown, then a sortable table of every bid with columns for project name, GC or owner, project type, estimator, bid due date, bid amount, and a stage badge moving through Invited, Estimating, Submitted, Shortlisted, Won, and Lost. Color Won green, Lost red, and open stages neutral, and tint any due date inside the next seven days amber. Default sort puts open bids first, soonest due date on top. The Win Rates tab holds the payoff: a donut of all 60 bids by outcome, 11 won, 33 lost, 14 still open, and 2 declined to bid, then a bar chart of hit rate by estimator for Dana Okafor at 31 percent, Luis Herrera at 24, and Pete Lindqvist at 18, a bar chart of hit rate by customer across the five repeat GCs, and a bar chart of hit rate by project type across Office TI, Medical, K-12 School, Warehouse, and Retail. Seed 60 bids spread across the last 12 months with amounts from $45,000 to $1.3M, skewed toward the low end. Use five repeat GCs, Harding Construction, Titan Builders, Corestone GC, Beacon Development, and M. Alvarez Builders, plus a handful of one time owners. Plant the insight: Harding awards Ridgeline 42 percent of its decided bids while Titan sends the most invitations but converts at 7 percent, and Medical is the strongest project type, so the real story is who you bid for, not how much you bid. Behavior: hit rate is computed as won divided by won plus lost, overall and for every chart slice; everything else is entered. A Log Bid button opens a dialog capturing project name, customer, project type, estimator, due date, and amount, and each table row offers a stage control to advance it. The charts must tell the Harding versus Titan story from seeded data alone, with nothing clicked. Use a burnt orange accent for primary actions, chart emphasis, and active filters on a clean light neutral base, with the blunt feel of an estimator's war room wall.

Works with your data

The demo runs on sample data. Once it is in your workspace, connect the real thing:

  • Google Sheets
  • HubSpot
  • Slack

How templates work

  1. 1. Open the live demo. It is a real tool, not a mockup.
  2. 2. Use this template to get your own editable copy.
  3. 3. Prompt changes in plain language until it fits.
  4. 4. Connect your data and share it with the team.

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