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Estimating Case Study: Accuracy Funnel in Practice

10 min
5/6

Key Takeaways

  • Funnel narrowed: $66K-$198K → $99K-$149K → $115K-$127K.
  • Preliminary was 2% above detailed—within ±20%.
  • Bids bracketed the detailed estimate.
  • Each level served its decision purpose.

Following an estimate from walkthrough through final budget, demonstrating the accuracy funnel.

1

Level 1: Screening (±50%)

1,550 SF at $85/SF = $131,750. 70% Rule: max purchase $53,750. Listed at $145K—schedule walkthrough.

2

Level 2: Preliminary (±20%)

Assemblies total $98,300 + markups = $124,289. Revised max offer $61,211. Negotiate toward $130-$135K.

3

Level 3: Detailed (±5%)

After acquisition at $133K: 47-line estimate = $96,450. Three bids: $94.2K-$103.8K. Selected at $98.5K. Total budget $120,666.

LevelConstructionBudgetRange
Parametric$131,750N/A$66K-$198K
Assemblies$98,300$124,289$99K-$149K
Detailed$96,450$120,666$115K-$127K

Estimate progression

Key Takeaways

  • Funnel narrowed: $66K-$198K → $99K-$149K → $115K-$127K.
  • Preliminary was 2% above detailed—within ±20%.
  • Bids bracketed the detailed estimate.
  • Each level served its decision purpose.

Common Mistakes to Avoid

Skipping the parametric screening step and jumping to detailed estimates for every property

Consequence: Hours spent on detailed takeoffs for properties that fail basic profitability screening

Correction: Use the parametric screen first—if the property passes, invest time in preliminary and detailed estimates

Not comparing contractor bids against your independent detailed estimate

Consequence: No basis for evaluating whether bids are reasonable, too high, or suspiciously low

Correction: Develop your own detailed estimate before soliciting bids to serve as an independent benchmark

Test Your Knowledge

1.How did the accuracy funnel narrow in the case study?

2.How close was the preliminary estimate to the detailed estimate?

3.What purpose did the parametric estimate serve?