Statistics

Revenues

Business intelligence

Action Board

Proposals

Our active proposals serve as a dynamic hub within your sales ecosystem, offering you and your sales team a convenient and insightful overview of ongoing opportunities. This tool allows for a swift assessment of the current status of each proposal in your pipeline, facilitating a visual representation of your sales journey. With a glance, you can discern which proposals are awaiting client responses, which ones are in negotiation phases, and those that have successfully transitioned into the project execution stage. This visual clarity not only streamlines your sales pipeline but also empowers you to allocate resources efficiently, focusing efforts where they are most needed.

Projects

The active projects panel offers a comprehensive overview of all your ongoing projects. At a glance, you can assess crucial project parameters, starting with the initial sales price and change orders.

Crucially, this panel doesn’t stop at the project’s inception; it extends its purview to encompass the evolution of margins. By juxtaposing the initial margin with the current margin, you gain a nuanced understanding of the project’s financial trajectory. This dual perspective empowers you to identify trends, assess the impact of adjustments, and make informed decisions to optimize profitability.

This panel also serves as a real-time compass for project management. From the status of the project’s schedule to any potential delays, you have immediate access to critical timelines. This feature ensures that you stay on top of project milestones, enabling proactive decision-making and efficient resource allocation.