Margin & win-rate intelligence
The pricing feedback loop most firms never actually close.
Every quote goes out at some margin. Some get accepted, some don't. Craftsheart records the outcome, links it back to the shape of the quote, and lets the pattern surface: which project types convert at 14% margin, which drop off above 18%, which client segments push back on a specific line.
what this does
Pricing strategy is not a document - it's a pattern in the data your firm already has but rarely uses. Craftsheart makes that pattern visible and lets the engine reflect it in the next comparable quote.
Outcomes, not opinions
The system records wins, losses, and no-decisions - and links each to the quotation that produced them.
Segmented, not aggregated
Win rates split by project type, size band, and client segment. Averages hide the actual conversion cliff.
Feeds the next estimate
When a comparable project comes through, the engine surfaces the margin band that has historically converted for that shape.
a worked example
Fit-outs at 14% win most of the time. Fit-outs at 22% almost never.
A snapshot of the same project type across three margin bands. The pattern is not new - Craftsheart just puts it on the same screen as the estimator writing the next quote.
Office fit-outs
rolling 12 months - 42 quotations
overall win rate
48%
For a comparable new fit-out, the engine will surface the 13 - 15% margin band as historically the highest-converting price point - not as a decision, but as context.
how it fits
Part of the loop, not a bolt-on.
- Outcomes are recorded when a quotation status changes - accepted, lost, or withdrawn - either via the platform or through an integration.
- The engine only surfaces suggestions when there are enough comparable past quotes to make the pattern statistically meaningful.
- You can override the suggestion for any given quote - overrides are recorded and analysed too.
- Segment splits (by client type, region, or scope tag) can be configured per organisation, so the pattern reflects how you actually think about your book.
keep exploring