Project Health Overview
Current projects—Projects returned
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Welcome back
Here's what's happening across the company today.
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Attendance
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Clocked in at
Scheduled This Week
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Active Projects
Across active Odoo jobs
Open Manufacturing
Open MOs from Odoo
Needs Attention
WIP / request watchlist
Team Members
Directory
Upcoming Deadlines
Open manufacturingLoading deadlines…
Recent Activity
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Review current project and schedule updates using the links below.
Manufacturing Overview
Open orders by stateQuick Actions
No quick actions available for this account.
Weekly Schedule Overview
Weekly fabrication, deliveries, and manpower schedules from Odoo
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Quick Actions
Action Items
Review weekly scheduleCheck Fab and Manpower for the selected week.
Watch at-risk jobsUse WIP and Project Tracking for jobs needing attention.
Submit operations requestsFabrication, delivery, manpower, doors, ACM, and brake metal.
My Projects
View all
| Project Name | Market | Status | Tasks |
|---|---|---|---|
| Connecting to Odoo... | |||
Today Focus
Schedule firstThe weekly schedule is the primary view for daily coordination.
No activity feedRecent Activity has been removed from the main dashboard.
Role-aware toolsUse the sidebar for full department pages and reports.
Business Development
Read-only Work In Progress overview
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WIP Jobs
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Visible records
Contract Remaining
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Amount remaining total
At Risk
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Flagged jobs
Offices
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Grouped markets
WIP AI Search
Ask About WIP
Answers are limited to the read-only WIP Overview data.
Ask me about the WIP Overview. For example: "Which jobs are at 80% completion or higher?" or "Show me at-risk jobs by PM."
Reading WIP overview...
WIP Overview
Grouped by office and project manager. View only.
| Office / PM | Job | Client | Address | Location | Turnover | Mock Up | Field Start | Substantial | Install % | Rec. SL Mat. | Contract Remaining | Update |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading WIP overview... | ||||||||||||
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Project Management
Assigned jobs, production visibility, and fabrication status
My Projects
Active assignments
In Fabrication
Open MOs
Ready to Close
MOs to close
In Progress
Active MOs
My WIP Updates
Schedule, install percentage, risk, and PM notes
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| Job | Field Start | Substantial Completion | Install % | Risk | Update | |
|---|---|---|---|---|---|---|
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My Projects
Loading your projects...
| Project Name | Status | Tasks | Start Date | Deadline | Fab Sequences |
|---|---|---|---|---|---|
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Fabrication Status
Open manufacturing orders linked to the visible projects
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| Job | MO / Product | Status | Deadline |
|---|---|---|---|
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Project Drilldown
Project Name
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Project Name
Fabrication Sequence Tracker
Total Sequences
All floors
Fab Sheet Provided
Ready for shop
Fabricated
Complete
Pending
Not yet fabricated
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Operations
Job sequences, requests, door inventory, and mullion inventory
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Weekly Fab & Delivery Request
Build all request lines for the week, review them together, then submit once.
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Fabrication
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Deliveries
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Manpower
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Total Lines
PM Form
0 lines queued
Weekly Request Lines
Review every line before submitting.
No request lines added yet.
My Previous Requests
Refresh
Requests submitted from the Hub and saved in Odoo.
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Loading door inventory...
Search Mullions Across Jobs
Search by profile or part number like E3902 and see which jobs have inventory available.
Search by part number to see matching inventory across jobs.
Select a job above to view mullion inventory on hand.
Estimating
Bid Board, Task Tracker and CRM
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CRM
Pipeline performance, GC relationships, client momentum, and bid health
Total Bids (YTD)
Logged this year
Won Bids
Secured / Contract
Lost Bids
Lost (Dead)
Close Rate
Won (Won + Lost)
Active Pipeline
Open bids total value
Monthly Bid Volume & Win Rate
Bids logged per month vs won bids. Right axis = close rate %.
Bids by Sales Status
Current open pipeline breakdown
Pipeline Value by Office
Total $ in open bids per office
Recent Activity Last 30 Days
| Date | Bid ID | Project Name | Change | By | Office |
|---|---|---|---|---|---|
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Active Estimators
With open bids
Avg Bids / Estimator
Active open bids
Top Close Rate
Most Pipeline $
Close Rate by Estimator
Won (Won + Lost) YTD
Pipeline Value by Estimator ($M)
Total open bid value YTD
Estimator Performance Summary
| # | Estimator | Office | Total | Won | Lost | Active | Close Rate | Pipeline $ | Won $ |
|---|---|---|---|---|---|---|---|---|---|
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Total GC Relationships
Unique GCs bid to
Best 1CG Win Rate
Most Bids To
Priority BD Targets
Low 1CG win rate
GC Win Rate vs 1CG Win Rate
Gap between bars = GC won but 1CG lost the scope
Where 1CG Loses When GC Wins
% of GC-won jobs where 1CG did NOT get scope BD opportunity
GC Breakdown Click to expand 1CG detail
GC Row:
GC Win = Project awarded to GC
GC Loss = GC didn't win project
1CG Row:
1CG Win = We got glazing contract
1CG Loss = GC won but gave scope to competitor
| GC / Company | Total | Win | Loss | Pending | Win Rate | $ Submitted | BD Status | |
|---|---|---|---|---|---|---|---|---|
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Hot (Should Get)
Warm (May Get)
Follow Up
Bidding (All)
Secured YTD
Pipeline by Sales Status
Count of open bids per status
Pipeline Value by Status ($M)
Total bid value grouped by sales status
Bid Funnel YTD
From received to secured. Conversion at each stage.
Pipeline Detail by Status
| Sales Status | Count | Total Value | Avg Bid | Avg Age (days) | % of Pipeline |
|---|---|---|---|---|---|
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Top Market (Volume)
Best Win Rate
Largest Avg Bid
Lowest Win Rate
Bid Volume by Contract Type
Total bids submitted per market YTD
Win Rate by Contract Type
% won per market segment YTD
Market Performance by Contract Type
| # | Contract Type | Total | Won | Lost | Win Rate | Total $ | Avg Bid | Won $ |
|---|---|---|---|---|---|---|---|---|
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Company
Directory, Org Chart, PTO, announcements, and benefits
Total Employees
Active staff
PTO Pending
Awaiting approval
Announcements
Posted this month
Departments
Active teams
Employee Directory
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Organization Chart
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Pending PTO Requests
| Employee | Leave Type | From | To | Days |
|---|---|---|---|---|
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Request Time Off
My PTO Balance
Link your Odoo employee ID in the admin panel to view your balance.
Post Announcement
Company Announcements
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Admin Panel
Manage employee accounts
Review account roles, status and login links. Owner account-management controls are loading.
Add New User
Cancel
Hub will generate a secure temporary password after you save this user.
Enables this user to clock in and out from the Hub app on their phone.
Managers see all projects and data, not just their own assignments.
Reset Password
Cancel
Click generate and give the displayed password to the employee. They will be required to create their own password after signing in.
Bulk Import Results
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Bulk Temporary Password Reset
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All Users
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| Name | Role | Status | Created | ActionsAccess status | ||
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Fleet
Company vehicles, assignments, and service status
Total Vehicles
Without Field tag
Field Equipment
Tagged Field
Service Due Today
Needs attention
Service Overdue
Past due date
Vehicles
| Vehicle | Plate | Driver | Location | Odometer | Service | Registration | Contract |
|---|---|---|---|---|---|---|---|
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Field Equipment
| Equipment | Plate | Driver | Location | Odometer | Service | Registration | Contract |
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IT Help Desk
AI-assisted support get help instantly or connect with IT
IT Assistant
Powered by AI available 24/7
IT Assistant ready. Describe your issue and I'll try to help you resolve it. If I can't fix it, I'll help you submit a ticket to the IT team.
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My Tickets
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All Tickets IT Queue
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Reports
Executive and cross-functional rollups
Company-wide reporting hub
Use CRM for live pipeline reporting. This Reports area is reserved for executive KPI rollups, cross-department dashboards, and broader analytics.