How Iceberg Estimates Get Built

A clear estimate comes from clear thinking. Iceberg guides you through a simple workflow so you can scope the work, quantify the effort, and share it with confidence.

This isn’t a rigid formula. It’s a repeatable process that keeps your estimates grounded in reality while staying easy to update as a project evolves.

Step 1

Define the scope and the goal

Start by clarifying what the client is asking for, why it matters, and what success looks like. This step helps you separate must-have outcomes from nice-to-haves.

Capture assumptions early: timelines, availability, dependencies, and any constraints that could change the estimate. These notes become the foundation for everything else you build.

Step 2

Break it into sections and tasks

Organize the project into logical sections, then list the tasks required to deliver each section. Iceberg keeps everything grouped so you can scan quickly and spot missing work.

As you add tasks, you’re building a shared narrative. The client can see what they’re paying for, and you can see exactly where effort is being spent.

Step 3

Assign effort and rate

Choose hours or points, then enter effort per task. Iceberg updates totals instantly, so you can fine-tune scope without doing math by hand.

Set your rate, rounding, and markup to match your workflow. This keeps the estimate flexible while still enforcing consistency across projects.

Step 4

Review, share, and approve

Check the totals, add client details, and make sure the estimate reads clearly. Iceberg summarizes the scope so clients can approve with confidence.

Send the estimate link and collect approval. If anything changes later, Iceberg tracks that the estimate needs a new sign-off so everyone stays aligned.

Ready to build your next estimate?

Start your first project in minutes and keep every estimate clear, consistent, and easy to update.

Create an Account