Quotations Pipeline — pick the view that fits how you chase quotes

Same data, two ways to see “what needs following up today.” This is the screen that gets messed up right now — we’ll build whichever one you pick. Every quote shows its owner (employee) and its next nudge.

A · Pipeline board — the whole funnel at a glance
Enquiry · 2
Kolhapur Urban Coop
Mobile App · quote not sent
Anil 3d
Pratibha Nagari
RTGS/NEFT
Rahul 1d
Quoted · Waiting · 3
Sahakari Bank Pune
Core Banking · ₹1,20,000
Priya chase overdue · 9d
Janata Credit Society
SMS Alerts · ₹85,000
Rahul nudge in 2d
Deccan Mercantile
Core Banking · ₹2,40,000
Priya final nudge · 15d
Won · 1
Shivneri Sahakari
Mobile App · ₹60,000
→ convert to invoice
B · Chase-list — one ranked “do this now” list
All quotes Mine Overdue Owner ▾
ClientStageAmountOwnerNext action
Deccan MercantileQuoted₹2,40,000Priya Final nudge · 15d
Sahakari Bank PuneQuoted₹1,20,000Priya Chase overdue · 9d
Janata Credit SocietyQuoted₹85,000Rahul Nudge in 2d
Kolhapur Urban CoopEnquiry—Anil Send quote
Shivneri SahakariWon₹60,000Rahul Convert to invoice
A

Pipeline board

See every quote by stage, drag a card as it moves Enquiry → Quoted → Won. Best for seeing the whole funnel’s shape.

B

Chase-list

One ranked list — most overdue on top, colour-coded, “next action” spelled out. Less clicking, more doing. Fewer things to mess up.

A+B

Board + a “needs chasing” strip

The board as the main view, with the overdue chase-list pinned at the top as a to-do strip. Slightly more to build.