Rukmani Group

Project & Orders Tracker

Checking session…

Project Pipeline

Project & Follow-up Tracker

Inquiry → Confirmation. The stage where deals die from silence — so this screen is built to make a missed follow-up impossible to ignore.

👤 …

Today's calls — work top to bottom, biggest money first

Never called — and you have the number

No excuse. This is the discipline list.

Can't be called — no phone number

Not a sales task. Someone has to find the number first.

Leaks to plug — where money stalls or dies

Pipeline by source — scale what pays

Pipeline last-touch aging — every open deal, by when you last touched it

Where deals sit (and where they die)

By sales agent — who's chasing

AgentActiveOverduePipeline

Going cold — no contact in 14+ days

Follow-up compliance — due vs actually logged, last 7 days

AgentDue in last 7dLoggedIgnoredNever called

Every follow-up ever logged — newest first

All Orders
Chase Queue
Payments
Forecast
Lead Times
Master
All Orders
Client ↕ Rep ↕ Products / Brands Value ↕ Checklist Order Placed Status · Need-by ↕ Delivery Remarks Payment
Importance × Urgency. Importance is your call (the High/Med/Low you set). Urgency is computed from each deal's follow-up date and expected close date, so it stays current without you re-rating anything. Work top-left first; delegate the bottom-left; schedule the top-right; question the bottom-right.

Signed-in team access · data syncs to the cloud automatically

Add project

Required fields marked ●. Everything else can be filled as the deal develops.

Expiry = your natural re-contact excuse.

Log a follow-up

Mark as lost

Won — order details

Closing value often differs from the estimate — this is what the Orders book runs on.
Feeds your Monthly Forecast in the Orders tab.