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Historical Data Upload

Advanced workflow for CSV/XLSX historical bid data, calibration, and enterprise sync. For one active bid package, start with Upload Bid Package.

Primary Workflow: Upload Bid Package

If you want to review plans, specs, addenda, inclusions, exclusions, or estimate notes, use Upload Bid Package. Historical Data Upload is for scored bid history, model calibration, and branch-level reporting.

Upload Bid Package View Sample Report

Historical Data Quick Start

  1. 1Upload a historical bid dataset (CSV or Excel).
  2. 2Run calibration to generate win probability and margin-risk signals.
  3. 3Optionally connect ongoing source sync for enterprise reporting.

This is optional. Active bid package review does not require historical data.

Quick Baseline keeps the workflow simple and gives fast directional output from a single dataset.

Add optional files (advanced)

You can start with one file. Confidence improves as more historical, labeled data is synced over time.

Ongoing Data Sync (Optional, Recommended)

Connect once, then keep your model updated automatically without manual re-uploads.

Connect Historical Bid Source Open Data Connectors

Popular sources: Google Drive, Google Sheets, Procore push, Autodesk ACC push, ERP push, and API push.