Insight
Reports
Sales, projects, stock, finance and maintenance — plus property-management survey reports.
Sales performance
Open pipeline
£990,500
Won (booked)
£189,200
Open opportunities
8
Conversion
67%
Pipeline by stage
New Enquiry
£48,000
Demo Booked
£160,000
Proposal Sent
£142,000
Follow-up
£96,500
Verbal Agreement
£74,000
Won
£189,200
Property-management report example
Awaiting client approvalProperty Management Survey
Northbridge Property Management
All three properties surveyed. Existing systems are a mix of legacy Control4 and standalone devices with no common platform. Networking is consumer-grade and a recurring support risk. Lighting control inconsistent across properties.
Recommendations
- Standardise on a single control platform across all three properties to simplify maintenance.
- Replace consumer networking with enterprise-grade UniFi across all sites.
- Phase the rollout — Penthouse 3 first (highest fault rate), then townhouse and apartment.
- Move all three onto a managed support plan for proactive monitoring.
Estimated value£142,000
Open customer