BuilderMetrix® for Excel
BuilderMetrix® for Excel is a powerful add‑on that brings your real‑time ERP data directly into Microsoft Excel - no exports, no stale spreadsheets, no manual work.
“BuilderMetrix for Excel aligns with our commitment to stronger, data driven decision-making, and we see significant potential in having our teams work directly with live homebuilder and industry data in Excel.
Todd Kearney,
Director of Information Technology at DSLD Homes
Access comprehensive, live homebuilding data in Excel
Pull job costs, GL balances, AP, sales, and purchasing data into Excel, synced in real-time
Fewer errors, less manual work
Eliminate CSV exports, outdated spreadsheets, and copy‑paste errors. Always work with live, accurate data.
Familiar reporting tools
Use Excel pivots, formulas, charts, and filters to build custom reports without needing IT support.
Pre-built and fully customizable analyzers
Get started instantly with ready-to-use reports - or create your own. See full list →
Security built in
Microsoft or Okta sign-in with role-based access. Analyzers never put load on your live ERP.
Instant drill down
From Job Cost Detail, drill to the PO, invoice, or journal entry behind any number.
27 ready-made analyzers
Finance
- AP Details
- Balance Sheet
- GL Balances
- GL Details
- Income Statement
Construction and job cost
- Job Cost Detail
- Job Details
- Job Schedule
- Job Take Off
- Job Budget Details
- Resource Take Off
- Plan Budget Details
- Schedule Revision
Sales, options, and plans
- Sales Summary
- Sales Contract Selections
- Option Assignment
- Option Availability
- Option Price History
- Option Take Rate
- Plan Elevation Take Rate
- Plan Price History
- Plan Comparison
Purchasing, service, admin
- PO Details
- Supplier Pricing
- Supplier License Expiry
- Service Order
- ERP User Access
BuilderMetrix for Excel empowers builders with live, flexible Excel native reporting that eliminates exports and manual data work.
Frequently asked questions
BuilderMetrix® for Excel is an Excel add-in for homebuilders that brings live data from your Constellation ERP into Microsoft Excel. Finance, construction, and sales teams open ready-made reports, called analyzers, and refresh them in place instead of exporting, cleaning up, and rebuilding spreadsheets every month.
With BuilderMetrix for Excel, you sign in inside Excel, pick an analyzer, choose your company and project, and the data loads into your worksheet. BuilderMetrix syncs your NEWSTAR, NX, or BuildTopia data every 15 seconds, so a refresh gives you current numbers without CSV exports or copy and paste.
Yes. BuilderMetrix for Excel is an add-on to BuilderMetrix, Constellation’s data platform for homebuilders. BuilderMetrix keeps your ERP data in one governed model, and both Excel and Power BI read from that model, so they always show the same numbers.
BuilderMetrix for Excel includes an extensive library of pre-built analyzers. They cover finance (AP Details, GL Balances, Income Statement), construction and job cost (Job Cost Detail, Job Budget Details, Job Schedule), sales, options, and plans (Sales Summary, Option Take Rate, Plan Price History), and purchasing and service (PO Details, Supplier Pricing, Service Order).
Yes. Designated template editors can build a new analyzer from any dataset in your BuilderMetrix model, including custom datasets. They choose the filters, columns, and custom fields, then share it with the roles that need it. No coding is required, and your team opens it from My Analyzers.
No. Analyzers read the BuilderMetrix data warehouse, not your live ERP. That keeps reporting load off your ERP server, and your team never needs direct database access to get current job cost, GL, AP, or sales numbers in Excel.
Users sign in with their Microsoft or Okta work account. Your admin assigns roles that decide which analyzers each person can open, and only designated template editors can create or change analyzers. People see the reports meant for their role, without passing exported files around by email.
Yes. Excel and Power BI use the same BuilderMetrix model and the same definitions, so a job cost or margin figure in Excel matches the one in your Power BI dashboard. Teams stop debating whose spreadsheet is right.
Yes. BuilderMetrix for Excel runs in Excel on Windows, Mac, and the web. Users sign in with their work account, so analysts in the office and managers in the field open the same analyzers and refresh the same numbers.
Interested? Let’s talk!
Our experts are ready to bridge the gap between construction and technology.
