Demonstration · Illustrative data · BI Consulting Services
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From bid tracker to bid intelligence

What Summit's Excel bid log becomes once it lives in a Power App — required fields, drop-downs, one record per invitation — and flows straight into the Power BI reports BICS already built. Two halves, one board: the entry form on the right, the answers it produces on the left.

Prepared for Tricia September 2026 Data window Oct 2024 – Sep 2026
Period
Project type
Estimator
1

Invitation → bid → award funnel

Every invitation to bid, and what happened to it

Bid rate
–
Hit rate
–
Awarded value
–
2

The other half: the Power App entry form

Replaces the shared spreadsheet. Required fields marked *; drop-downs are the only way to enter a type, estimator or status — so the reports never see a typo.

Summit Bid Tracker· New bidDataverse · row-level security · audit on
Meridian Grill – Novi, MI (remodel)
Meridian Hospitality Group
08/31/2026 ▦
09/18/2026 ▦
1,240,000
Required when status is Awarded or Lost
Optional — free text is allowed here, and only here.
All 9 required fields complete. Switch status to Awarded or Lost and Decision date becomes required too.
Power App form→Dataverse table→Existing Power BI model→This board
3

Bid value pipeline by month

Value of bids submitted each month, coloured by outcome

AwardedLostPending decision
4

What this board answers

Three questions from the bid-tracker conversation

5

Hit rate by estimator

Awards ÷ decided bids (awarded + lost). Pending excluded.

6

Bid-due calendar

One cell per day; darker = more bids due. Where the estimating team's weeks go.

Fewer More ·
7

Ask the data

Plain-English questions against the bid table — answered from the same model, with the source cited. Private to Summit's tenant.

?Which bids over 30 days old still have no decision?
Which estimator wins the most restaurant work?How many invitations did we decline last quarter, and why?What's our average days from invitation to submission this year vs last?
8
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