Pipeline Report

4Site Commercial
Auto sync daily at 06:00
Connected
0
Need follow-up
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0
Open opportunities
0
Res
0
Fitout
By category
$0
Open sell price
$0
Res sell price
$0
Fitout sell price
0
Uncategorised (Def)
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Opp No Client Description Cost (incl PM) Sell (incl PM) GP% Start Date Project Type Duration Category

Each row's Project Type, Const Start/End date and Est Sell Price will be used to calculate monthly revenue split. Sent rows appear as blue Target rows in Won Work Tracker.

Overall — Joinery + B-Stone + Contract Manu
Joinery (includes Variation)
B-Stone
Contract Manu
Overall Stone & Contract — B-Stone + Contract Manu
Click the orange Budget row to set monthly targets.

Configure the revenue split curve for each Project Type and Duration. Enter comma-separated percentages (e.g. "25,50,25" = 25% month 1, 50% month 2, 25% month 3). Changes are saved automatically when you click outside a cell.

Won Work Tracker — Change Log
Project Category Stage Stream Total Sell Changed By Changed At
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eCon Opportunity — Change Log
Opp No Category Type Duration Start Date Changed By Changed At
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DB Connection Check

Live numbers pulled straight from Supabase, checked against each other. Nothing cached.

Check Value A Value B Result
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Target Attainment
0%
$0 / $0
Total Revenue — Achieved vs Target (Job Planning Lines)
0%
$0 / $0
Resi Revenue — Achieved vs Target (Job Planning Lines)
0%
$0 / $0
Fitout Revenue — Achieved vs Target (Job Planning Lines)
Job Revenue
Job Revenue: Monthly Budget
Job revenue (Job Planning Lines) vs Budget by month.
Job revenue (Job Planning Lines) Monthly budget
Job Revenue: Res ($)
Res revenue Res budget
Job Revenue: Fitout ($)
Fitout revenue Fitout budget
Opportunity Volume
Opportunities per Month (Qty)
Open Opportunities per Month ($)
Res Fitout
Pipeline Breakdown
Target (Blue Sky) Pipeline by Month
Target pipeline by month.
Res Target Fitout Target Total Target Budget
Target + Blue Sky Combined (Won + Target)
Combined Won plus Target revenue by month.
Full Stack Breakdown
$0
Res total (this month)
$0
Fitout total (this month)
$0
Gap to Target (this month)
Res Job Res Target Fitout Job Fitout Target Gap Target (Budget)
Joinery vs B-Stone + Contract Manu
Joinery B-Stone + Contract Manu
Gap Fill Suggestions
Activity Log
AI Training — Wall·i
Q&A Rules — matched before calling Claude API (0 tokens)
Filter Rules — maps keywords to filters (0 tokens)
Unmatched Questions — questions with no matching rule
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Test Wall·i