Active Projects
12
3 approaching deadline
Open Leads
28
6 follow-ups due today
Site Updates Today
7
Across 4 projects
Pending Approvals
4
Design reviews pending
📁 Project Pipeline
View all projects →
🔽 Lead Funnel
New
4
Contacted
7
Site Visit
5
Quoted
6
Negotiating
3
Converted
3
Conversion Rate
10.7%
🚨 Overdue Alerts
⏰
Follow-up Overdue
Kavya Nair — No follow-up in 4 days
🔴
Stage Critical
BKC Office — Handover overdue by 5 days
⚠️
Approval Pending
Sharma Residence — 3D awaiting client 3 days
📋
New Lead Uncontacted
Suresh Iyer — Walk-in, added 2 days ago
👥 Team Activity Today
RD
Rahul Desai
Project Manager
5 tasks done
1h ago
SM
Sneha Mehta
Lead Designer
3 uploads
30m ago
AK
Amit Kale
Site Officer
4 site updates
2h ago
PS
Pooja Shah
Sales Executive
2 follow-ups
4h ago
📊 This Month at a Glance
18
Leads Added
3
Deals Closed
5
Projects Started
2
Handovers
42
Site Updates
1
Lost Leads
All (5)
New (1)
Contacted
Site Visit (1)
Quoted (1)
Negotiating (1)
Converted (1)
⏰ Follow-ups Due Today (2)
KN
Kavya Nair
Call re: Restaurant project budget clarification
SI
Suresh Iyer
First call — new walk-in, not yet contacted
Sharma Residence
Priya Sharma · Full Home – 3BHK · PM: Rahul Desai
📅 Started: 01 Feb 2025
🎯 Due: 30 Apr 2025
✅ On Track
4/8
Stage
55%
Progress
75
Days Left
Overall Project Progress
55% Complete
Stage 1 — Layouts
Currently at: 3D Designing
Stage 8 — Handover
🏗️ Execution Stages
Click any stage to view details
Stage Detail
Select a stage above to view details
Today's Tasks
6
2 done, 1 in progress
Photos Uploaded
4
this site visit
Issues Raised
1
awaiting PM response
✅ Work Checklist — Sharma Residence
⚠️ Raise a Site Issue
📋 Daily Site Report
📎 Site Photos
4 photos attached — bathroom_wp_done.jpg, flooring_progress.jpg +2
Active Design Tasks
5
across 3 projects
Pending Uploads
2
awaiting your files
Revisions Requested
1
from client feedback
🖼️ Recent Uploads — Sharma Residence
Living Room 3D
Living Room
v2.0Approved
Master Bedroom 3D
Master Bedroom
v1.0Awaiting
Kitchen 3D
Kitchen
v1.0Revision
Client Feedback — Kitchen 3D
"Please change the cabinet colour to off-white, remove the island counter. Overhead lighting should be recessed." — Priya Sharma, 2 days ago
🏢 Company Settings
🔔 Notification Settings
Follow-up reminders
Stage delay alerts
Daily report emails
New lead notifications
👤 User Management
| Name | Role | Status |
|---|---|---|
|
Rahul Desai
|
Project Manager | Active |
|
Sneha Mehta
|
Designer | Active |
|
Amit Kale
|
Site Officer | Active |
|
Pooja Shah
|
Sales Exec | Active |
📁 Master Data
Lead Sources6 entries
Property Types4 entries
Work Categories8 entries
Room Types7 entries
Design Styles5 entries