Tasks Due Today
67
Completed
49
Overdue
11
SOP Completion
76%
Escalations
5
Team Accountability
Live KPI health across roles
Sales
78%
- Due
- 18
- Done
- 12
- Overdue
- 6
- Escalations
- 2
Estimation
72%
- Due
- 14
- Done
- 9
- Overdue
- 5
- Escalations
- 3
Accounts
84%
- Due
- 12
- Done
- 10
- Overdue
- 2
- Escalations
- 1
Pre-Construction
64%
- Due
- 16
- Done
- 7
- Overdue
- 9
- Escalations
- 4
Construction
59%
- Due
- 22
- Done
- 11
- Overdue
- 11
- Escalations
- 6
Admin
81%
- Due
- 10
- Done
- 8
- Overdue
- 2
- Escalations
- 6
Bottleneck Heat Map
Where work is getting stuck across teams and stages
| Lead Intake | Estimation | Client Approval | Procurement | Execution | Handover | |
|---|---|---|---|---|---|---|
| Sales | Med | |||||
| Estimation | Med | High | Med | |||
| Accounts | Med | Med | ||||
| Pre-Construction | Med | High | Crit | Med | ||
| Construction | Med | High | High | Med | ||
| Admin | Med | High | Med | Med |
Top bottlenecks
Procurement
Critical12 tasks delayed, 6 projects impacted
Client Approval
High8 tasks delayed, 4 projects impacted
Execution
High7 tasks delayed, 5 projects impacted
SOP Checklist
Completion by SOP
Lead Handling SOP86%
Pricing Request SOP68%
Estimation Handover SOP64%
Contract Approval SOP75%
Pre-Construction Kickoff SOP72%
RFQ Follow-up SOP70%
Progress Claim SOP78%
Compliance SOP75%
Escalation Rules
Live triggers
- Task overdue > 2 days → escalate to team lead
- Client approval pending > 48 hours → add to approval queue
- RFQ no response > 3 days → flag procurement
- SiteBooks item due within 7 days → notify compliance/admin
- Invoice overdue > 7 days → add to Finance Watch
AI Assistant
Prompt: What should Saran chase today?
Pre-Construction and Construction are creating the biggest bottlenecks. Focus on soil test bookings, client approvals, and RFQ follow-ups.