How a ballpark is made: Outform

Outform × Tailormind · working session · 16 October 2026
Film 1

Migration and the intelligence database

What we learned from Outform's data: every past job joined into one intelligence database, and what each workbook family can teach. About 2.5 minutes.

Film 2

The ballpark and how we test it

From a new request to a recommended price, the kits experiment, and how every scenario is scored. About 4 minutes.

Film 3

Scenario 1 · House Labs, 894 kits

An update of an earlier display: the past kit cut to the new scope, priced and scored against the real cost. About 2 minutes.

Film 4

Scenario 2 · Rare Beauty, 1,018 gondolas

A two-bay gondola with one reference job: the cost from the look-alike, the margin from the client’s own wins. About 2 minutes.

Film 5

Scenario 3 · OUAI, 27 endcap sets

A repeat order with two changes on a short run: what the agent can price, and what it leaves open. About 2 minutes.

0 · The data

Every past job, in one intelligence database

We started from the whole history: 1,296 jobs. Each job folder was joined to its deal in Sugar and to its actuals in D365, by job number, read-only on every source.

531jobs estimated in the Bottom-Up sheet: the margin and the outcome on most, the kit breakdown still in the workbooks
209in flat sheets
142in the 714 estimating tool: the cost broken down kit by kit on nine jobs in ten
140in R37D
106 · 87in Breakout and in Clarity; 63 jobs had no workbook at all

Three levels of quality follow. High: 129 jobs with the cost by kit, plus price, margin and outcome. Medium: 730 with total cost, price, margin and outcome. Low: 437 still open or with no margin on record. Checked against each other: what D365 invoiced matches the last quote in Sugar, and D365 holds only direct cost, so its margin reads about ten points above the quote.

Counts as measured on 14 October 2026, and shown in Film 1.

1 · The question

A new request raises two questions

A request arrives: a drawing of a display, a quantity, and a retailer. Before anything else, it raises two questions. What will it cost us? And what should we charge?

A NEW REQUEST a drawing of a display # a quantity a retailer What will it cost us? What should we charge?
2 · Kits

Every past job is broken into kits

Each kit's cost is split into Outform's own categories, from the 714 cost sheet: material, labour, packing, freight, tariff and duty, and prototypes. Only kits split the same way can be compared.

A past job Kit 1 Kit 2 Kit 3 material labour packing freight tariff and duty prototypes
Bars show illustrative proportions only; no values.
3 · The historical comparison agent

It finds the look-alike kits and reasons like an estimator

Is it the same job? A host, that this one updates? Or a different display from the same family? Each one is just another comparable: the agent reads what it shares and what differs, and weighs it. Then it scales by quantity, checks air or ocean, and separates one-off design from per-unit cost. Tools only fetch and calculate; the thinking lives in the agent and its skill, and the skill improves with every test.

LOOK-ALIKE KITS SAME the same job HOST a job this one updates SIBLING same family, another display weighed with its differences The agent and its skill THEN IT ADJUSTS scale by quantity air or ocean one-off design apart from per-unit cost
4 · Inputs

Keep the past kit's categories, change only what differs

The new kit starts from the past kit's own split. The design blocks carry over unchanged. Freight is spread again, over the new quantity and the new route.

The past kit The new kit carried over prototypes tariff and duty freight packing labour material freight, spread again over the new quantity and the new route design blocks carry over unchanged
Illustrative proportions; no values.
5 · The price

The client's own won jobs set the margin band

Take Haus Labs, job 270499. Thirty-one past wins, between 32% and 70% margin. The recommended start is 60%: $319.67 a unit, on a cost of $127.87. Outform won this job at 57%.

$319.67
recommended price a unit
$127.87
cost a unit · 894 units
60%
recommended start
57%
what Outform won at
HAUS LABS · WINS 32% TO 70% 30% 40% 50% 60% 70% start · 60% · $319.67 a unit won at 57%
Each dot is one or more of the 31 wins; positions approximate, traced from the live screen.
6 · Confidence

Every recommendation says how far to trust it

Four checks decide it. Today job 270499 reads low, zero of four, and it says why. A low that tells you why beats a confident wrong number.

CONFIDENCE LOW 0 of 4 Is the look-alike's cost loaded? Not yet: the closest past kit's cost build-up is not loaded. How close is the match? The top look-alike is a HOST, not the SAME job. Do two methods agree? The second method is not built yet. How many past choices are recorded? None yet for gondolas.
7 · How we test

Real past jobs, sealed answers, scored against reality

Eight real past jobs, with known cost and outcome. Before each round, the expected answers are sealed. Each job runs twice, without seeing the answer. The prediction is scored against reality. Every miss becomes a change to the skill or a tool, and then every scenario runs again.

every scenario runs again Seal the expected answers Run each job twice without seeing the answer Score against reality Every miss becomes a change to the skill or a tool 8 real past jobs
Each job has a known cost and a known outcome.
Tonight · Kits

Making jobs without a kit row comparable

A kit is one thing Outform ships to a store, made of parts. Its workbook row gives the units and the cost per unit. Of the 900 jobs we read, 254 hold only parts and totals, so they cannot serve as comparables. Normalising writes the kit row from the job's own numbers: units, material, cost per unit.

115 of 143
rebuilt kits within 1% of the real kit
40 of 48
estimates where one multiplier holds within 5%
22
recent jobs became kits tonight
6
refused, not guessed
5refused because the job was priced as one lot
1refused because its recorded cost was for another item
3jobs with several kits: one splits by its own recorded material per kit; in the other two the recorded cost belongs to one item only, so the parts outside it were refused

Never by adding up the parts: they match the recorded material on only 8 of 57 jobs. Whether the comparison agent finds and uses the new kits is being measured tonight.

8 · For the room

Questions for tonight

  1. Is a kit the right unit for your pricing?
  2. Which refusals should a person check?
  3. When a related (sibling) display has special conditions, what should the agent weigh?
  4. When your estimators price a rerun, what do they check first: the quantity, the shipping, or the design changes?