Please read A This sheet is to capture all the projects that we are working on B The objective is to capture the

projects and use this to support progress. C Not to be used for pricing

How to fill The following columns marked with this color header are to be selected from a drop down box in the cell and do not 1 allow manual entries ( eg. Branch) 2 Site city is the city or town where the site is. In case of multiple sites for the same project please enter each site as a

Remarks column is for any important comments or observtaion that you may like to share. For e.g. "client is pro gre 3 or "similar order got last year" or " very low price"

4 Status date is the date on which you updated this entry or made changes in the entry Next action is the next action we need to take for e.g. " meet architect and convince them", "visit site", " give shade card 5 Do not write " to meet" but write " to meet architect for prices" 6 Next action date is a date by when the next action must be done 7 To be sent every 1st, 3rd and 5th Monday of the month. 9 Please save as " PT <zone name date > e.g. "PT Central 20.7.13"

Please read This sheet is to capture all the projects that we are working on The objective is to capture the projects and use this to support progress. Not to be used for pricing

The following columns marked with this color header are to be selected from a drop down box in the cell and do not allow manual entries ( eg. Branch) Site city is the city or town where the site is. In case of multiple sites for the same project please enter each site as a different line

Remarks column is for any important comments or observtaion that you may like to share. For e.g. "client is pro green" or "similar order got last year" or " very low price"

Status date is the date on which you updated this entry or made changes in the entry Next action is the next action we need to take for e.g. " meet architect and convince them", "visit site", " give shade card". Do not write " to meet" but write " to meet architect for prices" Next action date is a date by when the next action must be done

To be sent every 1st, 3rd and 5th Monday of the month.

Please save as " PT <zone name date > e.g. "PT Central 20.7.13"

Project Tracker
Sno. Zone #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A Branch

Date Name of End Green client/ project Site Project represenative Name Lead source Town/City Category

#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A

#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A

Architect Firm Name

Architect Contractors Contractor Product city/town Firm name City/town Category

Product nos.

Product Design/Sp value Rs ecies lacs

Specs Single or Multiple

Competitor/s Site handover specified or Month and Likey Supply Status present Stage of Project Year Month & Year Date

Remarks

Next Action

Next action by date

Order Won Or lost

Won/Lost Month & Year

Reason Won/Lost

Supply month and year Billing done to

Billing to name

Billing value Rs lacs