Estimate Worksheet Dashboard

The Estimate Worksheet Dashboard provides greater insight into your estimate data. It displays key metrics like selling price, tax, overhead, margin and profit in a format you can quickly review to make sure your project is profitable.

The standardized Dashboard format also allows you to easily compare data from different estimates.

The Dashboard consists of three sections:

• Estimate Totals - Shows the total Base Costs, Net Profit %, Selling Price, Gross Margin %, and Hours for the estimate.
• Key Unit Prices - Shows Selling Price, Profit, and Productivity by square foot or other Key Unit (lin ft, m, etc.) you choose.
• Summary by Cost Type - Shows the Base Costs (Direct Costs, Indirect Costs, Contingencies) and Margin (Overhead, Profit) broken out by Cost Type and totaled.

The Dashboard is the first thing you will see when you create an Estimate Worksheet.

To move to the Estimate Worksheet or back to the Dashboard, just click Worksheet or Dashboard on the estimate toolbar. 

See below for more information on:
Estimate Totals
Key Unit Prices
Summary by Cost Type

Estimate Totals

This section gives you an overview of the estimate totals - Base Costs, Net Profit, Selling Price, Gross Margin, and Hours.

Below is a description of where the data comes from in the Estimate Worksheet.

Base Costs*
This is auto-populated with the total Direct Costs, Indirect Costs, and Contingencies for the estimate.

It is calculated by adding all costs in the Extended Costs and Markup columns of the of the main estimate grid Totals section with all Direct Costs, Indirect Costs, and Contingencies costs in the Additional Costs column of the Other Costs section of the estimate .

Net Profit*
This is auto-populated with the percentage of profit relative to the estimate Subtotal (Subtotal = Base Costs + Margin).

It is calculated by dividing the sum of all costs assigned the Type of Profit in the Additional Costs column from the Other Costs section of the estimate by the Subtotal.

Selling Price*
This is auto-populated to show the estimate grand total.

It is calculated by adding together the Base Costs and all Overhead, Profit, and Tax costs in the Additional Costs column of the Other Costs section of the estimate.

Gross Margin

This is auto-populated with the percentage of margin.

This value is determined by dividing the Margin Total (Overhead + Profit) by the Subtotals Total from the Summary by Cost Type section of the Dashboard.

Hours*
This is auto-populated with the total labor hours for the estimate.

It is calculated by adding all values in the Hours column of the main estimate grid Totals section.

* These are the same values listed on the green bar at the bottom of the Estimate Worksheet.

Key Unit Prices

This section allows you to see the Selling Price, Profit, and Productivity per Key Unit.* 

Note that data in this section will not populate until you enter the Project Size.

*The default Key Unit is sq ft but you can change it to cu yd, each, lin ft, m, or sq m if needed to accurately represent your project.

Enter the Project Size

1. Locate the Key Unit Prices tile on the Dashboard.
2. Click in the Project Size field and type in the appropriate value.
   TIP: This value is typically found on the bid invite, but can be a value measured in STACK.

Change the Key Unit

1. Locate the Key Unit Prices tile on the Dashboard.
2. Click in the Estimate Key Unit field and select the appropriate key unit from the dropdown.

NOTE: Changing the Key Unit will not change any numbers/calculations.

How Key Unit Prices Data is Calculated

Selling Price
This value is the Selling Price from the Estimate Totals section of the Dashboard divided by the Project Size you entered.

Profit
This value is the Key Unit Selling Price multiplied by the Net Profit from the Estimate Totals section of the Dashboard.

Productivity
This value is the Hours from the Estimate Totals section of the Dashboard divided by the Project Size.

Summary by Cost Type

This section gives you an overview of the Base Costs (Direct Costs, Indirect Costs, Contingencies) and Margin (Overhead, Profit) broken out by Cost Type and totaled. 

Below is a description of where the data comes from in the Estimate Worksheet.

Base Costs 
This value is the sum of the Direct Costs, Indirect Costs, and Contingencies amount displayed in each column of this section of the Dashboard.

• Direct Costs
  This value is the total Extended Costs and Markup for each line item from the Estimate Worksheet as well as all costs assigned the Type of Direct Costs in the Other Costs* section of the Estimate Worksheet.
• Indirect Costs
  This value is the total of all costs assigned the Type of Indirect Costs in the Other Costs* section of the Estimate Worksheet.
• Contingencies
  This value is the total of all costs assigned the Type of Contingencies in the Other Costs* section of the Estimate Worksheet.

Margin
This is the total of Overhead and Profit amount displayed in each column of this section of the Dashboard.

• Overhead
  This value is the total of all costs assigned the Type of Overhead in the Other Costs* section of the Estimate Worksheet.
• Profit
  This value is the total of all costs assigned the Type of Profit in the Other Costs* section of the Estimate Worksheet. 

Subtotals
This value is the total of Base Costs and Margin for each column of this section of the Dashboard.

Tax
This lists the total costs assigned the Type of Tax in the Other Costs* section of the Estimate Worksheet.

Selling Price
This is the same Selling Price value listed on the green bar at the bottom of the Estimate Worksheet.

*For more information and instructions on adding costs to the Other Costs section of the Estimate Worksheet, see Add or Delete Additional Costs from an Estimate Worksheet.

Related Articles

Estimate Worksheet Overview
Add or Delete Additional Costs from an Estimate Worksheet

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