Dashboard
Your bids at a glance
Analyze Bid
Upload documents and get your personalized GO/NO-GO recommendation
Step 1: Upload Bid Documents
Drop PDF files here or click to browse
Supports multiple files • Drop more files anytime
Step 2: Select Who You're Bidding To
• First, select the type(s) of clients bidding this project
• Then click clients from the list below to select them
• Or type a new name and click "+ Add New" to create and select in one step
• More clients = more competition = score adjusts accordingly
Projects
Track all your analyzed bids and outcomes
All Projects
Follow-Ups
Review and send AI-drafted follow-ups for submitted bids
Bid Performance
Win rates, scoring accuracy, and trends across your analyzed bids
Win Rate Trends
How to read this
What it measures: Win rate = bids won ÷ (bids won + bids lost). GC Lost and Ghosted outcomes are excluded — those aren't competitive losses.
Upward trend — your bid selection is improving. You're saying yes to more winnable work.
Downward trend — you're taking on harder work, or the market got more competitive. Check whether a new building type or client is dragging it down.
Flat line — normal early on. You need 6+ competitive outcomes for a trend to be meaningful.
Bid Volume
How to read this
What it measures: How many bids you ran through BidIntell each month.
Consistent volume matters more than a high monthly peak. BidIntell gets sharper as your outcome history grows — the more you feed it, the better Competitive Pressure and Client Relationship scores become.
Dips are normal during slow seasons. A sustained drop usually means either the market slowed or you're pre-screening bids before analyzing — both worth checking.
Top Performing Clients
How to read this
What it measures: Win rate per client = bids won ÷ (bids won + bids lost). GC Lost and Ghosted are excluded — only direct competitive outcomes count.
These are your strongest relationships. High-win-rate clients are worth protecting — bid everything they send and use their star rating in Settings to weight their bids higher.
A client appearing here with 3–5 bids is a strong early signal. One with 10+ bids at 60%+ is a genuine competitive advantage.
High Ghost Rate Clients
How to read this
What it measures: Ghost rate = (ghosted + passed) ÷ total outcomes for that client.
A high ghost rate is a red flag. Common causes: the GC is using your number to hit their bid count requirement with no real intent to award you work, the relationship is weak, or the scope is regularly outside your sweet spot.
If the same client appears here repeatedly, lower their star rating in Clients — it'll pull down their score on future bids and prompt you to think twice.
Projects by Building Type
How to read this
What it measures: The mix of building types in all bids you've analyzed — including pending ones with no outcome yet.
Use this alongside Win Rate by Building Type. If one type dominates here but has a low win rate, you may be overcommitting estimating time to a segment that isn't returning. The ideal is a mix weighted toward your highest-win-rate types.
Win Rate by Building Type
How to read this
What it measures: Win rate (won ÷ won + lost) broken down by the building type extracted from the bid documents.
Green bars (50%+) — your sweet spots. You're consistently beating the competition here.
Yellow bars (25–49%) — competitive but not dominant. Worth continuing, especially if project sizes are large.
Gray bars (under 25%) — you're losing more than you're winning. Consider whether the estimating time is justified.
Compare against Projects by Building Type: high volume + low win rate = you're burning the most estimating time for the least return.
Win Rate by Trade
How to read this
What it measures: For each CSI division found in your bid documents, your win rate on bids where that scope was present. Only divisions with 2+ outcomes shown. Subcontractors only.
This tells you which trade scopes you're most competitive in — not just which ones you bid most. A high win rate on a division is a core strength. A low win rate may mean you're pricing out of scope, or competitors have a structural advantage.
If a low-win-rate division keeps showing up alongside your high-win-rate scopes, consider whether to sub it out or price it as a loss-leader to win the primary scope.
Client Type Performance
How to read this
What it measures: Win rate and bid count grouped by client type — General Contractor, End User, Building Owner, Distributor, Manufacturer Rep, etc.
Most useful for distributors and reps who sell to multiple client types. If GC-bid work has a 20% win rate and direct end-user work has 45%, that's a signal about where to focus relationship development.
Risk vs. Score
Score vs. Outcome
How to read this
What it measures: The actual win rate for bids that scored GO, REVIEW, and PASS. Needs at least 5 outcomes to appear.
Well-calibrated scoring: GO has the highest win rate, REVIEW is in the middle, PASS is lowest. The bigger the gap between GO and PASS, the better the algorithm is predicting real outcomes.
Red flags: GO win rate below 40% → algorithm is too generous, raise your threshold in Settings. PASS bids winning more than 20% → you're filtering out winnable work.
Score Accuracy
How to read this
What it measures: How well the GO / REVIEW / PASS recommendation matched your actual outcome. Needs at least 1 completed outcome to populate.
A high win rate on GO bids means the scoring is correctly identifying your best opportunities. A high win rate on PASS bids means you're leaving money on the table — revisit your keyword or location settings.
Score Agreement
How to read this
What it measures: How often you agreed with a score when you gave feedback after an analysis.
High agreement means the model's read matches your instincts. Low agreement is useful signal — it usually means your keyword list or CSI sections need tuning, or the weights in Settings don't reflect how you actually evaluate bids.
Score Calibration
How to read this
What it measures: The average BidIndex score on bids you won versus bids you lost.
A large gap (won scores much higher than lost) means the scoring is discriminating well. If the averages are close together, the model needs more outcome data to reliably separate strong bids from weak ones. Log more outcomes to sharpen calibration over time.
Insights
How to read this
What it measures: Patterns in your bid history — where you tend to win, where you lose, and what that suggests about adjusting your approach.
Suggestions here are directional, not prescriptive. Use them as a prompt to revisit your Settings weights or to notice patterns you might have missed across dozens of bids.
Clients
Track your relationships and win rates with general contractors, end users, building owners, and other business relationships
Your Clients
Keywords
Set your trade terms (Trade Match) and contract signals (Contract Terms)
• My Trade Terms = scope items AND preferred manufacturers — BidIntell searches the spec book and drawings for these to confirm your work is in this bid (feeds Trade Match). Add your work type terms ("roller shades", "demountable partitions") AND your key manufacturers ("MechoShade", "Draper", "SWF Contract") — a manufacturer call-out is even stronger confirmation your trade is specified
• Favorable Contract Conditions = how the contract works — terms that signal a good project for your business, like "design-assist", "negotiated", "owner-specified" (+8 pts each, feeds Contract Terms)
• Risk Terms = extra contract red flags beyond what BidIntell auto-detects — standard clauses like liquidated damages and pay-if-paid are already flagged automatically (feeds Contract Terms)
Tip: Separate by commas to add multiple at once.
My Trade Terms — what you install/sell (BidIntell searches for these to confirm your scope is in the bid)
Favorable Contract Conditions — how the contract works, not what you install (+8 pts each)
Risk Terms (penalty, feeds Contract Terms)
Settings
Configure BidIntell to match your business
- Log into BuildingConnected and go to Settings → API
- Make sure your Autodesk ID is connected (there's an Enable button if not)
- Email support@buildingconnected.com and ask them to enable API access for your company — it's free with Bid Board Pro
- Once they confirm, come back here and click Connect
Team
Manage your estimators and invitations
Admin Dashboard
Beta feedback and system management
Click Refresh to load feedback
Click "Find Potential Duplicates" to scan for similar client names
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Founder Metrics
Platform health, revenue, and activation data
Bid Report
Complete analysis and details