Needs Attention
Sales Estimation Status
12 projects blocked or at risk
$4.8M
Active Bid / Quote Value
Estimated value across active quote work
19
Projects in Estimation
Active sales-side projects
18
Due This Week
Quotes, revisions, and takeoffs due
12
Blocked / At Risk
Awaiting info, overdue, or NetSuite review
Sales & Estimation Pipeline
Stage 1
Intake / New Request
6
$620K
Stage 2
Assigned
8
$1.1M
Stage 3
Estimate Prep
11
$1.4M
Stage 4
Takeoff / Counts Review
7
$840K
Stage 5
NetSuite Estimate
9
$1.2M
Stage 6
Sent for Review
5
$720K
Stage 7
Ready for Handoff
3
$410K
Distribution of active projects across the sales estimating process. Mock values shown.
Are We On Track?
Project Health
19 active projects
Needs Attention
10
On Track
7
Needs Attention
2
At Risk
Most work is moving, but risk is concentrated around overdue takeoffs, missing customer information, and NetSuite review.
What Is Driving the Workload?
Work by Request Type
Active sales-side workload composition
New Quotes9
Revisions14
Takeoffs12
Layovers / Plan Updates5
Counts Provided4
Submittals6
Clarifications3
Revisions and takeoffs are the largest drivers of current estimation workload.
Where Are We Blocked?
Customer Info Needed
5Sales Clarification
13Missing Documents
14NetSuite Review
6Due Date Confirmation
12Top blocker theme: Most delays are caused by missing documents and sales clarification.
Projects Assigned
DO
Danielle Ortiz
4 projects
MC
Marcus Chen
4 projects
SB
Serena Blake
4 projects
PR
Priya Raman
3 projects
OW
Owen Whitaker
2 projects
JR
Julian Reyes
2 projects
Assigned project count shows distribution of active sales-side work.
Sales Outlook Snapshot
Active Quote Value
$4.8M
Total estimation pipeline
Value At Risk
$910K
Tied to blocked / overdue
Ready for Customer Review
$1.2M
Sent or awaiting response
Mock values represent active sales-side quote and revision opportunities currently moving through estimation. Not a financial forecast.
Recent Movement
This Week
- 14 new requests received
- 11 estimates updated
- 7 revisions completed
- 5 sent for customer review
- 3 moved to ready for handoff
At-Risk Projects
| Project | Customer | Owner | Est. Value | Due Date | Risk | Why At Risk | |
|---|---|---|---|---|---|---|---|
Ascend Memory Care P-1017 | Ascend Senior Living | Serena Blake | $506K | Jun 27 | Red | Original due date passed; awaiting fixture counts | |
Maple Ridge Townhomes P-1005 | Ironwood Builders | Owen Whitaker | $503K | Jul 3 | Red | Original due date passed; awaiting fixture counts | |
Cypress Creek Phase 2 P-1003 | Beacon Development Group | Priya Raman | $501K | Jun 29 | Yellow | Awaiting information; NetSuite review needed | |
Lakeside Senior Living P-1007 | Ascend Senior Living | Serena Blake | $505K | Jun 27 | Yellow | Needs classification / review | |
Beacon Hill Residences P-1011 | Beacon Development Group | Danielle Ortiz | $500K | Jun 29 | Yellow | Awaiting information; NetSuite review needed |