Project Status Card
Dashboard overview of all sales projects with key metrics at a glance
Project Status Card
Project Status Card is a dashboard providing an overview of all sales projects across the company. Each project is displayed as a card showing key metrics including customer information, contacts, P(Win), impedance, and progress at a glance.
Location: Sidebar → Sales → Status Book
Screen Layout
Header
| Element | Description |
|---|---|
| 📖 Page Title | Page title and description text |
| ↓ Activities Button | Exports all company activity data as an Excel file (.xlsx). |
| + New Project Button | Navigates to Project Master to create a new project. |
Search & Filter Bar
| Element | Description |
|---|---|
| 🔍 Keyword Search | Instant filtering by project name, code, customer name, contact name, or owner name. Applies as you type. |
| Status Filter Tabs | All / Running / Closed won / Closed lost. Cards filter immediately on selection. |
| Count Display | Shows the number of projects matching current filter criteria. |
💡 Search and status filters are combined with AND logic. Example: "Running" filter + "Samsung" search → Shows only Running projects related to Samsung.
Project Card
Projects are arranged in a responsive grid:
- Normal screen: 1 column
- Medium screen (MD): 2 columns
- Wide screen (XL): 3 columns
Top Area: Basic Information
| Item | Description |
|---|---|
| Project Initial | First letter of project name in a rounded icon |
| Project Name | Deal name. Highlights in indigo on hover. |
| Code | Auto-generated project code (PRJ-YYMM-XXXX) |
| Status Badge | Current status: Active / Won / Lost |
Middle Area: Project Details
| Item | Icon | Description |
|---|---|---|
| Customer | 🏢 | Customer company of the project |
| Main Contact | 👤 | Customer-side Main Contact name + mobile, email |
| Owner | 💼 | Sales representative in charge |
| Start Date | 📅 | Project start date (e.g., Feb 15, 2026) |
Bottom Area: Key Metrics
Two rows of metrics below the divider.
Row 1: Stage + Progress
| Item | Description |
|---|---|
| Current Stage | Sales stage of the last activity (e.g., Proposal, Negotiation) |
| Progress Bar | Visualizes the progress ratio across all stages. |
| Progress % | Shown as a number |
| Status | Color |
|---|---|
| Won | Emerald gradient |
| Lost | Red gradient |
| Progress > 50% | Blue gradient |
| Progress ≤ 50% | Amber gradient |
Row 2: Meetings · P(Win) · Impedance
| Item | Display | Description |
|---|---|---|
| Meetings | 💬 N mtgs | Total activity record count for the project |
| P(Win) | P(Win) N% | Current posterior probability. Displayed as a badge. |
| Impedance | Imp N% | Sigmoid-based confidence for the current stage |
P(Win) badge color is determined by whether P(Win) exceeds the project's T (Threshold):
| Condition | Badge Color | Meaning |
|---|---|---|
| P(Win) ≥ T | Emerald | Threshold breached — Deal is in a favorable position |
| P(Win) < T | Gray | Below threshold — More evidence needed |
| No data | "P(Win) —" | No Bayesian update |
| Condition | Color | Meaning |
|---|---|---|
| P(Win) ≥ T (Threshold breached) | Emerald/Blue | Decision tipping point exceeded — Deal favorable |
| P(Win) < T (Below) | Orange | Below tipping point — More activity needed |
Card Click Behavior
Each project card is a clickable link. Clicking a card navigates directly to the project's Activity Board (Activity War ROOM) where you can view detailed activity records, Bayesian analysis, and timelines.
Data Export
Clicking the ↓ Activities button in the header downloads all company activity data as an Excel (.xlsx) file.
Exported items include:
| Item | Description |
|---|---|
| Activity No | Activity number |
| Project | Project name + code |
| Date / Type | Activity date/time / type |
| Stage | Sales stage |
| Summary / Description | Summary / detailed content |
| Contact / User | Contact / author |
| Duration / Impact | Duration / impact score |
| Signals | Selected signal list |
Empty States
When no projects exist:
- 📂 icon with "No Projects Found" message.
- "Go to Project Master" link for direct navigation to the project creation screen.
When search/filter returns no results:
- 🔍 icon with "No Matching Projects" message.
- Guidance to try different keywords or filters.
Progress Calculation Method
Progress = (Non-terminal stages passed / Total expected stages) × 100%
Total expected stages = Non-terminal stages passed + Remaining non-terminal stages + 1 (terminal)
- Calculated based on the number of non-terminal stages recorded in the project's activities.
- When a terminal stage (Won/Lost) is reached, +1 is added.
- Remaining higher stages are included in the denominator to represent progress relative to the actual sales pipeline.
Important Notes
- All projects are displayed. Unlike Activity Board, all company projects are visible regardless of access permissions. However, permission checks apply when clicking a card to access Activity Board.
- P(Win) and Impedance are only shown when Bayesian updates exist. Projects with only signal-less activities show "—".
- Status filter operates client-side. After full data load, filter switching is instant even with many projects.
- Completed projects (Won/Lost) can be viewed separately using the Closed won / Closed lost tabs.