Euro-Can Marble & Granite Ltd. is a Metro Vancouver stone fabrication and installation company serving multifamily and commercial construction. This is the system built for it first — before it became W3M Consulting.
I knew the business inside and out. I just couldn't show you the numbers.
Quotes were assembled manually for every job, with no consistent format and no central record of what was quoted, to whom, or what stage it was at. Answering "what's our active pipeline worth" meant going digging — if it could be answered at all.
An Excel estimating template drives an Office Script that reads the cover sheet and pricing data. A Power Automate flow runs the whole process from one click: it numbers the quote, fills a branded Word template, saves the finished document to SharePoint, and logs the job in a central Quote Tracker list.
Multifamily jobs automatically produce a quote with priced options (Per Specification and Value Engineered) plus a Common Areas table. Commercial and Residential jobs are treated as custom work and built as a single Scope of Work quote — the system decides which layout to use based on one field on the cover sheet.
An Overview page gives ownership a 30-second read on active pipeline, conversion rate, and revenue by year and job type. A Pipeline Health page drives the weekly operational review — which quotes need a follow-up call, who's carrying how much pipeline, and how win rates are trending by segment.
The system has been tested by more than one staff member and runs on routine quotes without manual intervention. It's backed by a maintenance guide and SOP so it isn't dependent on one person's memory — a real consideration for a business thinking about its next ownership chapter.