Dashboard Pipeline · delivery · accuracy

Pipeline — before sales

Open the board →

Delivery — after sales

Overdue tasks

Pending approvals

Late milestones

Open action items

Contract profitability

Value (incl. approved change orders) vs internal cost — set the contract value and cost rate on each contract page.

Due to invoice

Planned billing milestones whose month has arrived.

Estimating accuracy — planned vs actual

Logged hours compared with the task database norms, across all contracts. Consistent deviations are evidence for tuning the hours you sell.

TaskRunsPlanned h Actual hDeviation

Renewals

Contracts in or past their final year. Plan the renewal from the contract page — it drafts next year's proposal with this year's actuals beside it.