Preconstruction Dashboard
The Preconstruction module manages the entire business development lifecycle — from identifying potential customers (prospects) through tendering, quoting, and contract award, all the way to handing off an awarded project to the Operations module for execution. The Dashboard provides a comprehensive, at-a-glance view of your business development pipeline, consolidating key performance indicators (KPIs) and visual charts to help leadership and sales teams monitor prospect activity, proposal coverage, win rates, and pipeline value.
End-to-End Preconstruction Workflow
Before diving into the dashboard, it helps to understand the full preconstruction workflow. The diagram below shows every major stage, the decision points, and the alternative paths (such as site surveys for undefined scope, catering-specific costing, and the four different quoting methods).
How to Create a Quote — Decision Tree
The most common question in preconstruction is "which quoting method should I use?". The decision tree below shows the complete path from prospect creation through the three quoting methods and the optional combined quote.
| Stage | What Happens | Key Actions | System Output |
|---|---|---|---|
| 1. Prospect | A potential customer is identified and qualified. Contacts are added, follow-ups scheduled, and the deal pipeline stage is tracked. | Add prospect, add contacts, schedule follow-ups, advance pipeline stage | Prospect card on Kanban board |
| 2. Enquiry | A specific project opportunity (job) is created in tender stage. The scope of work and submission dates are defined. | Create enquiry (job), define BOQ requirements, record bid decision | Job record (tender stage) in omni_job_master |
| 3. BOQ & Scope | Bill of Quantities items are added — either directly, via file upload, from WBS selection, or generated from a site survey. BOQs are mapped to execution scopes. | Add BOQ items, conduct site survey (if needed), map to WBS scopes | BOQ line items, scope mappings |
| 4. Cost Estimate | Resource requirements (labour, material, machine, subcontractor, overheads) are estimated for each scope. This is optional — some quoting methods skip this step. | Create estimate in Operations module, mark as "Ready for Quote" | Estimate with cost breakdown |
| 5. Quotation | A formal price proposal is prepared using one of four methods: Easy Quote, Standard Quote, Estimate-based Quote, or Combined Quote. A markup is applied to derive the selling price. | Choose quote method, set rates/markup, add taxes, submit for approval | Quote document (Draft → Submitted → Approved) |
| 6. Tender | For formal RFP/tendering processes, additional bid details are recorded: opening/closing dates, evaluators, prequalification, and bid decisions. | Record tender details, evaluate with AI, make bid/no-bid decision | Tender record with evaluation status |
| 7. Contract | When a quote is approved by the prospect, it is converted to a contract. The prospect becomes a customer, BOQs become contracted items with agreed rates. | Convert quote to contract, link execution jobs | Customer order in omni_customer_order_master |
| Execution Job | The enquiry (tender-stage job) is converted to an execution-stage job and handed off to the Operations module for project delivery. | Convert enquiry to operations, begin procurement/HR/subcontractor workflows | Active job in Operations |
Dashboard Filters
The filter bar at the top controls all KPI cards and charts. After changing any filter, click the Apply button (blue chart icon) to refresh the data.
| Filter | Description | Default |
|---|---|---|
| From Date | Start date for the reporting period. Only enquiries created on or after this date are included in calculations. | First day of current month |
| To Date | End date for the reporting period. | Last day of current month |
| Business Unit * | Multi-select dropdown to filter by one or more business units. Required field — select at least one or leave as "None Selected" for all. | None Selected (all) |
| Region * | Multi-select dropdown to filter by geographic region/zone. Required field. | None Selected (all) |
KPI Cards
The dashboard displays twelve KPI cards arranged in two rows across the top. Each card shows a single metric with its current value. Click the info icon (i) on any card to see exactly how that metric is calculated.
| KPI Card | How It’s Calculated |
|---|---|
| Prospects | Distinct prospects that have at least one job under the selected BU/Region and with enquiries created in the selected period. |
| Active Enquiries | Open enquiries (not yet converted) created within the selected period, filtered by BU/Region. |
| Proposals Submitted | Number of distinct opportunities that received a quote during the selected period (BU/Region filtered). |
| Meetings Completed | Count of follow-ups marked as completed for the enquiries' prospects within the period. |
| Pipeline (Gross) INR | Sum of opportunity values for enquiries created in the period. Value chosen by precedence: latest Quote → RFPS planned revenue → BOQ sum. Converted to INR. |
| Pipeline (Expected) INR | Probability-weighted pipeline = Σ(Value × Probability%). If RFPS probability is blank, the default from the prospect's current status is used. Converted to INR. |
| Avg Probability % | Derived: Pipeline(Expected) ÷ Pipeline(Gross). Shows the blended win probability across all active deals. |
| Avg Deal Size (INR) | Derived: Pipeline(Gross) ÷ Active Enquiries. Converted to INR and auto-scaled (TH/LK/CR for Indian currency, K/M/B for others). |
| Wins (Count) | Customer orders (contracts) created in the period, filtered by BU/Region. |
| Win Value (INR) | Sum of order values for Wins in the period, converted to INR. |
| Win Rate % | Sales Win Rate = Wins ÷ (Wins + Losses). A Loss = prospect moved to a status with closing probability 0% during the period. |
| Proposal Coverage % | Proposals Submitted ÷ Active Enquiries (for enquiries created in the period). |
Dashboard Charts
Below the KPI cards, six charts visualize the pipeline from different perspectives. All charts update dynamically when you change the filters and click Apply. Each chart includes an export button to download as a JPEG image.
| Chart | Type | What It Shows |
|---|---|---|
| Pipeline by Stage | Funnel | Breaks down the pipeline value across each stage (Lead, Meeting, Proposal, Converted), showing how opportunities narrow through the funnel. |
| Pipeline by Business Unit | Bar | Compares pipeline value across different business units to identify which divisions are generating the most opportunity volume. |
| Pipeline by Region | Bar | Displays pipeline value distributed by geographic region, useful for territory planning and resource allocation. |
| Pipeline by Salesperson | Bar | Shows individual salesperson contribution to the pipeline, enabling performance comparison across the sales team. |
| Top Prospects by Expected Value | Bar | Ranks the highest-value prospects by their expected (probability-weighted) pipeline value, highlighting the most important accounts to focus on. |
| Quotes vs Wins (Monthly) | Multi-series Column | Plots the number of quotes submitted (blue) against the number of wins (red) on a monthly basis, providing a visual trend of conversion performance over time. |
Module Navigation
All preconstruction functions are accessed through the Preconstruction menu in the left sidebar. The sub-pages are:
| Menu Item | Purpose |
|---|---|
| Dashboard (default) | KPI cards and charts for pipeline monitoring (this page) |
| Prospects | Kanban pipeline board to manage potential customers through 4 stages |
| Customers | Manage converted customers, billing addresses, and salesperson assignments |
| Contracts | View and manage customer contracts created from approved quotes |
| Rate Schedules | Centrally managed WBS-based pricing used for Standard Quotes |
| Tenders | Track formal tenders/RFPs with evaluation, prequalification, and bid decisions |
| Prequalification | Manage vendor/contractor prequalification records and document checklists |
| Bank Guarantees | Track bid bonds, performance guarantees, requests, and expiry calendars |
Preconstruction Module Pages
Prospects
Kanban pipeline board to manage potential customers through Lead/Qualify, Meeting/Visit, Proposal, and Converted stages.
Enquiries
Define project opportunities with BOQ requirements, site surveys, and submission deadlines.
Easy Quote
Quick 5-step wizard for simple pricing without cost build-ups.
Standard Quote
Rate schedule-based quoting with auto-populated costs from WBS rates.
Estimate-based Quote
Bottom-up costing with detailed resource breakdown and markup.
Combined Quote
Merge multiple quotes from different enquiries into one proposal.
Customers
Manage converted customers, billing addresses, and salesperson assignments.
Contracts
View and manage contracts created from approved quotes, with job linkages.
Tenders
Track formal tenders/RFPs with evaluation criteria, prequalification, and AI-powered bid analysis.
Prequalification
Manage vendor/contractor prequalification records and supporting documents.
Bank Guarantees
Track bid bonds, performance guarantees, issuance, and expiry calendars.
Rate Schedules
Centrally managed WBS-based pricing used for Standard Quotes.