See what needs attention on the projects dashboard

The projects dashboard is the morning check for a projects business: which tenders are due this week, which guarantees are about to expire, which offers and awards wait for approval, and how much awarded work is still to be paid. It shows only the areas you are allowed to see.

Open the dashboard

1. Open CRM › Projects & Tenders › Projects Dashboard. The page is titled Projects dashboard.

Select any tile to open the list or report behind it.

The tiles

Pipeline and results

• Open pipeline: the value and number of open opportunities. When your company turned on Count one opportunity per scope package in pipeline totals in CRM settings, the tile becomes Open pipeline (de-duplicated) and counts only the best open bid in each project package, so the same work is not counted twice.

• Weighted pipeline: the open value multiplied by each deal's probability.

• Hit rate, last 90 days (value): the share of the value of deals closed in the last 90 days that you won.

Tenders and offers

• Tenders due in 7 days: tenders whose submission deadline falls this week.

• Guarantees expiring in 30 days: bonds to extend or release.

• Offers awaiting approval and Offers awaiting the customer: offers stuck internally, and offers sent but not answered.

Awards and backlog

• Awards awaiting approval: awards that cannot start until signed off.

• Backlog: awarded work not yet paid.

• Contracts ending in 90 days: renewals to prepare.

After-sales

• Visits today and Missed visits: planned service visits.

• Open tickets: service requests still open.

Who sees what

A tile appears only if you can see its area. A sales manager without access to service sees no after-sales tiles; an approver without access to tenders sees no tender tiles. If you can see none of these areas, the page says there is nothing to show yet.

From the dashboard to the reports

Select Projects reports at the top of the page to open the detailed reports: hit rate, backlog, expiring items, renewal rate and targets. See projects reports.

Common questions

Why is the de-duplicated pipeline lower than the opportunities list total? With de-duplication on, several opportunities chasing the same package count once, at the best open bid. See projects.

The dashboard is empty. Why? It shows only areas you have access to. Ask your administrator which permissions you hold.