Still Estimating in Excel? There’s a Smarter Way

For many estimators, Excel has been the default for good reason. 

It’s easy to use, customisable, and widely understood. Teams have built templates, macros, and entire bid processes around it. In an industry that values certainty and control, that familiarity matters.

But the demands on preconstruction have shifted. Estimators are now expected to work faster, report more transparently, and deliver outputs that meet both commercial and carbon targets. Compliance frameworks are tightening. Timelines are shortening. And manual processes that once felt manageable are becoming a liability.

Excel wasn’t built for integrated cost and carbon planning. It doesn’t support version control across multi-disciplinary teams or generate audit-ready outputs under pressure. As expectations grow, the hidden costs of relying on spreadsheets – rework, reconciliation, risk – are becoming harder to ignore.

Sticking with what you know might feel safe. But in today’s market, it often means working harder to achieve less.

Why It’s Time to Move On From Excel

Estimating teams are under more pressure than ever. Clients are asking for more transparency, greater accuracy, and clearer evidence that sustainability is being addressed from the outset. At the same time, internal workflows are becoming harder to manage, especially when cost and carbon are handled in separate systems.

For many teams, Excel remains the default. But that default is starting to show its limits.

Carbon targets are now part of formal bid criteria. Frameworks expect outputs that are aligned, auditable, and consistent. When data is scattered across spreadsheets, version control breaks down. Reconciliation becomes manual. And confidence in the final figures starts to erode.

Staying with familiar tools may seem like the safer option, but it increasingly leads to missed compliance requirements, duplicated effort, and delays at the moments that matter most.

A more integrated, reliable approach is not only possible, it’s already available.

What Modern Estimating Looks Like

Modern estimating doesn’t mean replacing everything that works. It means removing the friction, uncertainty, and duplication that slow teams down.

A better workflow brings cost and carbon together from the first input to the final report. It gives teams the structure they need to meet standards like PAS 2080 and ICMS, without adding unnecessary complexity. It simplifies collaboration between disciplines while preserving control over templates and processes.

It also transforms the output. Instead of disconnected spreadsheets, teams generate clear, audit-ready reports that meet bid requirements and internal review standards. Sustainability is built into the process, not added at the last minute.

The result is greater clarity, fewer delays, and more time to focus on the parts of estimating that actually move the bid forward.

Practical Steps to Move Beyond Excel

If you want to modernise your estimating process without overhauling your workflows, this guide is for you.

From Excel to Excellence is a practical resource for estimators, preconstruction teams, and sustainability leads who are ready to work smarter without starting from scratch. It outlines a clear, low-risk path to more integrated, compliant, and auditable estimating using tools that feel familiar but deliver more.

Inside, you’ll find:

  • Common barriers to change and how to overcome them
  • The real risks of staying with outdated tools
  • What a modern, carbon-integrated workflow looks like in practice
  • A step-by-step migration plan that can be applied to a single bid or scaled across teams

This is a guide built around the way estimators actually work: focused, grounded, and easy to action.

Start Smarter, Not Slower

Change doesn’t need to be disruptive. For most teams, it starts with one project, one bid, or one framework. What matters is taking the first step toward a more efficient, integrated, and future-ready way of working.

If your team is still relying on spreadsheets to meet today’s cost and carbon expectations, now’s the time to see what better looks like.

Book a demo and see how Sterling helps estimating and sustainability teams work together, without silos, rework, or risk.