Construction proposal tracking

Once an offer is with the customer, the risk is silence. This watch list keeps every proposal in the decision stage in view, with the customer, the value, the date it went out, the days it has been waiting and the binding validity date. The metric band counts how many expire within seven days and deliberately includes those already past their date.

A validity date that has passed is printed in red, and the tile above turns red as soon as one such proposal exists, because those are the calls worth making today. The list opens sorted by time in stage with the oldest offer at the top, and every column can be sorted from the header. The status column reuses the next-step wording from the pipeline board, so nobody has to learn a second vocabulary for the same deal.

Chasing usually ends in one of two places: a new binding period agreed on the phone and recorded on the proposal, or a signature. A signed proposal is an order, so the proposal file itself offers the conversion into a project and, once that project exists, links straight to it. Where no matching opportunity is attached, the file says plainly that the project has to be created by hand.