Know what needs attention today.
Fixed date for a repeatable demonstration
1. Start with the records you already keep
Two sample CSV spreadsheets feed this report. Download them, open them in Excel, change a record and save as CSV. Select the edited file below and refresh. Only fictional sample data should be used here.
An unselected file keeps its current source. Selected files are read only when you refresh. Files are processed in this browser, without an upload to a business system. Reloading the page restores the sample data.
Loading sample records…
Try one change and see the decision change
In jobs CSV, change JOB101 Status from Open to Closed. After refresh, overdue jobs should fall from 3 to 2 and open order value from £42,800 to £36,400. In quotes CSV, change Q201 Status from Sent to Won. Quotes to chase should fall from 3 to 2 and their value from £18,600 to £12,200. These are separate records; changing a quote does not automatically create or close a job.
2. Read the exceptions and decide where to act
| Job / customer | Due | Stage | Attention | Owner | Next action |
|---|
Quotes needing a conversation
Only Sent quotes with a follow up date on or before the reporting date appear here. Values exclude VAT and are potential work, not revenue.