My pipeline and the exchange forecast
Where are my Sites and what fee do I expect to exchange this quarter?
- Who looks at it
- Dana Whitfield (Partnerships PM); each user sees their own, Partners / MD everyone’s
- Where it stands
- Home › the My pipeline card, under the tiles, beside the Exchange forecast tile
- The question it answers
- Where are my Sites, and what fee do I expect to exchange this quarter?
In its place
Good morning, Dana
Monday 9 November · 5 proposals wait for you
My pipeline
5 live Sites · £1,426,000 in fees · by stageYour own Sites as Partnerships PM; Partners / MD see everyone’s. Live now, no history (D-022).
My actions
9 open · Primary first- PartnershipsChase the board date with Calder Valley HomesHeron Fields, ColchesterOverdue 2 days
- PartnershipsSend the offer review to the landownerChurch Farm, RugbyToday
- LandConfirm the fee agreement is signedHatch Farm, SindleshamTue 10 Nov
- ConstructionAgree the CSA with Westbrook ConstructionLea Bridge Works, WalthamstowWed 11 Nov
Pending proposals
Nothing changes until you approve- Board approval date 18 NovHeron Fields, Colchester · from Calder Valley Homes’ email of 6 NovHigh confidence
- Exception requestLea Bridge Works, Walthamstow · Preferred contractor without a CSA, from Conor HigginsPartner decides
- Held stage moveHatch Farm, Sindlesham · to Coverage once the fee agreement is signedWaiting
Needs attention
- Stalled: no progress 14 dChurch Farm, RugbyLegals · Deal Health 55
At real size
My pipeline
5 live Sites · £1,426,000 in fees · by stageYour own Sites as Partnerships PM; Partners / MD see everyone’s. Live now, no history (D-022).
Empty state
No live Sites yet
Your Sites show here by stage once a Lead is instructed and you are its Partnerships PM. The Exchange forecast reads £0 until one of them has an exchange date this quarter.