What is a preconstruction pipeline tracker?
A preconstruction pipeline tracker is a record of every pursuit or deal and the stage it is in. Folio's Pipeline lists each pursuit with its project stage, and the stage updates automatically as the drawings are uploaded, the scope is written and the bid packages progress. Win probability is entered by the team.
THE OLD WAY
A pipeline spreadsheet nobody trusts.
The pursuit list lives in a spreadsheet. Stages are updated when someone remembers. The precon meeting starts with ten minutes of correcting it.
The actual state of each pursuit is in the drawings folder, the scope document and the bid packages, which the spreadsheet cannot see.
Folio tracks the pursuit next to the work, so the stage changes when the work does.
WHAT FOLIO DOES
Deals by stage, kept current by the work.
Deal and pursuit tracker
Every pursuit in one list with its project stage, from first look to award.
Why it matters: One list the whole team reads from.
Stages that update with the work
Project stages update automatically as drawings are uploaded, scope is written and bid packages progress.
Why it matters: The pipeline reflects what has actually happened on each pursuit.
Win probability, entered by the team
Record the team's win probability for each pursuit. Folio stores and shows it. It does not calculate it.
Why it matters: The judgment stays with the people who know the client and the competition.
WHO THIS IS FOR
Built for the people who do this work.
The Precon Manager
Runs the pipeline meeting from one list that already reflects the state of each pursuit.
The Project Executive
Sees every pursuit by stage and decides where to put the team's time.
The Developer
Tracks deals by stage as design sets, estimates and proposals come in.
of GC capacity spent on bids they will not win
FMI Research
lost annually to poor preconstruction productivity
FMI 2023
lower productivity growth in construction than other industries since 1964
McKinsey Global Institute
FAQ
Common questions
Run the pipeline meeting from one list.
We will show you how the stage moves as the work on a pursuit moves.
Or email us at connect@joinfolio.ai