UPUniversal PergolaOutdoor architecture
OverviewProductsCategoriesEnquiriesCustomersSite visitsQuotationsCommercial DocumentsProjectsPaymentsTasksFeedbackReportsAccounts

Alex Morgan

Admin / Management

UP

Alex Morgan

Admin / Management

UPUniversal PergolaOutdoor architecture
OverviewProductsCategoriesEnquiriesCustomersSite visitsQuotationsCommercial DocumentsProjectsPaymentsTasksFeedbackReportsAccounts
Fusion Ventures DemoFictional data · Changes reset on reload
OverviewEnquiriesQuotationsProjects

Management reports

Operational performance from enquiry through completion, collections, and customer feedback.

TodayLast 7 daysThis monthLast monthThis quarterCustom

1 Sep 2026 to 30 Sep 2026 · Dubai business dates

Enquiries

18

4 currently new

Approved value

AED 161,225.00

Approved quotations in range

Collected

AED 168,900.00

Valid receipts in range

Outstanding

AED 60,350.00

AED 18,400.00 overdue

Conversion

Each rate uses records created in the selected period; current downstream links determine conversion.

Enquiry → site visit

44.4%

8 of 18 · enquiries with ≥1 linked visit / eligible enquiries

Site visit → quotation

75%

6 of 8 · visits with ≥1 linked quotation / eligible visits

Quotation → approved

66.7%

4 of 6 · currently approved / customer-facing sent, approved, or rejected

Approved → project

75%

3 of 4 · approved quotations linked to a project / approved quotations

Lead sources

Enquiries created in range.

Website7
Referral5
Phone3
Instagram3

Enquiry trend

Daily volume in range.

2026-09-134
2026-09-145
2026-09-153
2026-09-164
2026-09-172

Pipeline status

Current status of enquiries created in range.

new4
contacted5
site visit required5
quotation3
approved1

Salesperson enquiry summary

Jordan Lee12 total2 new
Alex Morgan4 total1 new
Unassigned2 total1 new

Follow-ups: 2 due today · 1 overdue

Project delivery

Open projects
2

Active

1

Completed in range

0

Delayed

2

Installations · 7 days

1

Pending handovers

Active stages

manufacturing1
installation1

Delayed projects

No delayed projects.

Finance position

AED 294,825.00

Portfolio value

AED 60,350.00

Outstanding

AED 18,400.00

Overdue

AED 21,950.00

Due next 7 days

Collections trend

Valid receipts by received date.

2026-09-13AED 24,500.00
2026-09-14AED 38,200.00
2026-09-15AED 27,600.00
2026-09-16AED 18,600.00

Largest outstanding projects

UP-DEMO-0001Maya ChenAED 20,400.00UP-DEMO-0002Northline HospitalityAED 20,400.00

Customer satisfaction

Open feedback
5

Completed projects in range

9

Feedback received in range

4.7

Average rating / 5

1

Awaiting review

Rating distribution

56
42
31
20
10

Feedback requiring review

UP-DEMO-0002 · Northline Hospitality4/5

Report definitions: period activity uses Dubai dates. Active project, outstanding, overdue, follow-up, handover, and installation figures are current operational positions; approved quotation value and collections are period flows. Voided and archived receipts are excluded.