For contractors and others in the construction industry, the right data at the right time makes the difference between a profitable decision and a missed opportunity. But data alone isn’t enough: without the right business intelligence tools, it’s a struggle to make sense of scattered information across spreadsheets, accounting software, estimating tools, and CRM systems.
Designed and built specifically for contractors, ContractorBI™ provides pre-built, interactive dashboards that turn raw data into clear, actionable insights. Instead of spending hours compiling reports, you can instantly visualize performance, track trends, and make decisions that drive growth and profitability right away.
A high-level snapshot of overall company health and performance.
The Executive Insights provide a weekly business snapshot, helping you track sales, bidding, and revenue trends in real-time. Being able to spot early warning signs and track progress against goals means you can quickly pivot strategies to maintain profitability.
This addresses pain points like:
Keep projects on schedule, within budget, and performing efficiently.
This dashboard gives you a live look at project timelines, labor productivity, subcontractor performance, and budget status, helping you make informed decisions. Instead of reacting to issues after they happen, you and your team can spot trends early and take proactive action.
This addresses pain points like:
See the big picture and stay in control of your financial future.
The Financial Health & Performance Dashboard offers real-time insights into revenue forecasts, cash flow, job profitability, and cost performance, eliminating surprises and supporting smarter financial planning.
This addresses pain points like:
Use your data and generative AI to predict what’s coming.
Rather than just showing current data, this dashboard analyzes historical trends and patterns so you can forecast more accurately, optimize marketing efforts, and refine business development strategies. This helps you reduce risk and improve strategic planning over the long term.
This addresses pain points like:
A real-time breakdown of bid activity, performance, trends, and win/loss reasons to keep projects on track and maximize margins.
Having real-time visibility into the volume and performance of your bidding activity is critical for all types of construction projects. This dashboard helps you prioritize high-probability jobs and improve win rates.
This addresses pain points like:
Ensure you have the right labor at the right time.
This dashboard helps you forecast labor needs based on project pipeline, start dates, and historical data so you can plan ahead, avoid over/understaffing, and optimize resource usage.
This addresses pain points like:
Keep your pipeline full and moving.
The Sales and Lead Management Dashboard helps you build a stronger pipeline and close more work. It ensures steady work pipelines, preventing unexpected revenue gaps.
This addresses pain points like:
Track campaign ROI and marketing effectiveness.
This dashboard helps you evaluate which campaigns and sources drive results so you can optimize spend, improve engagement, and generate more qualified leads.
This addresses pain points like:
Boost productivity, recognize top performers, and improve accountability.
The Employee Performance Dashboard helps you measure task completion, employee engagement, and resource utilization while also encouraging accountability and supporting team development.
This addresses pain points like:
Unify your systems, clean your data, and improve reporting accuracy.
This dashboard tracks data sync status, duplication, errors, and inconsistencies across systems, ensuring clean, unified data for better decision-making.
This addresses pain points like:
