
Sales & CRM dashboard
Track leads, manage customer relationships and analyse performance with an integrated sales & CRM dashboard.
1.0 — TEMPLATES
Practical Primavera P6, Microsoft Project and Excel templates — designed from real construction and engineering projects. Secure checkout via Eloquens.

Track leads, manage customer relationships and analyse performance with an integrated sales & CRM dashboard.

Plot your project and its subtasks in a clean, formal Gantt view with day, week or month scales.

An intuitive, ready-to-use dashboard for visualising and analysing your crucial sales metrics.

Manage income and expenses by category and see graphical results at a glance.

An interactive, printable weekly planner to track events and plan a more productive week.

A concise, ready-to-fill project overview defining goals, scope and benefits for stakeholders.
Manage several projects at once with drop-down menus that streamline daily workflows.

Item numbers, divisions, work descriptions, payments, retention and completion percentages — built for construction and engineering.

Identify, score and prioritise project risks with impact-probability analysis and mitigation strategies.

Auto-generates a timeline (excluding weekends) from start dates and durations, colour-coded by status.

Record monthly income and expenses; totals, aggregates and graphical summaries are calculated automatically.

Manage repetitive tasks with colour-coded results and a graphical overview of performance.
Purchases are completed securely on eloquens.com. Need a custom template or a bundle? Get in touch.
NEXT MILESTONE
Whether you need a new baseline programme, an independent schedule review, ongoing planning support or professional training — you get a practical solution tailored to your project.