Dashboard Overview
Active Projects
12
▲ 2 from last quarter
Total Contract Value
$18.4M
▲ 12% YoY growth
Billed to Date
$11.2M
61% of total backlog
Remaining to Bill
$7.2M
3 invoices pending
Active Projects — Status
ProjectClientValueTimelineStatus
Recent Activity
Superintendent Assignments
SuperintendentAssigned ProjectRate/DayDays LeftStatus
Invoice Pipeline
Invoice #ClientAmountStatus
Project NameClientLocation Contract ValueBilledRemaining TimelineStatus
Total Paid
Sent / Pending
Overdue
Draft
Invoice #ProjectClient Issue DateDue Date AmountStatusNotes
Total Pipeline
Active Bids
Weighted Value
Win Rate (90d)
Connected Platforms
🏗️
Procore — Project Management
Sync projects, RFIs, submittals, and schedules from your Procore account.
Configure
💼
Sage 300 — Financial
Pull AP/AR data, job cost codes, and vendor records from Sage 300 CRE.
Configure
📧
Email / Outlook Sync
Log email correspondence against contacts and projects automatically.
Not Connected
📋
DocuSign
Send and track contract signatures from within your CRM records.
Not Connected
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