Dashboard
Key Handover
CBRE Snagging
Project/MEP
TEAM4 CRM Workflow
CBRE CRM (Calls) Calls Only
First Visit
Handover
Interiors
Move-in
Excel Processor
Integration
Analytics
Key Handovers
0
Completion 0%
CBRE Snagging
0
Completion 0%
Project/MEP
0
Completion 0%
TEAM4 CRM
0
Completion 0%
CBRE CRM (Calls)
0
Completion 0%
First Visits
0
Completion 0%
Handovers
0
Completion 0%
Interiors
0
Completion 0%
Move-ins
0
Completion 0%

Tower-wise Progress Analysis

Upcoming Events (Next 7 Days)

Upcoming First Visits

No upcoming first visits in the next 7 days

Upcoming Handovers

No upcoming handovers in the next 7 days

Key Handover - Project Team to HOTO Team

CBRE Snagging Process

Project/MEP Process

TEAM4 CRM - Workflow CRM

Note: This is the actual CRM in the workflow process (Key → Snagging → Project/MEP → TEAM4 CRM → First Visit → Handover → Interiors → Move-in)

CBRE CRM - Calls Only

Note: This is for call tracking only and is NOT part of the main workflow process.

Customer First Visit

HOTO Handover Process

Interiors Work Process

Customer Move-in Process

Excel Data Processor

Step 1: Upload Excel File

Drag & Drop Excel File Here

or click to browse

Step 2: Configure Import

Step 3: Export Options

Google Sheets Integration Setup

Connection Status

Not Connected
Never
0 records
Not connected

Step 1: Configure Google Sheet

IMPORTANT: Your Google Sheet MUST have these sheets:

key_handover (Sheet name exactly as shown)
snagging (Sheet name exactly as shown)
first_visit (Sheet name exactly as shown)
handover (Sheet name exactly as shown)
interiors (Sheet name exactly as shown)
movein (Sheet name exactly as shown)
project_mep (Sheet name exactly as shown)
team4_crm (TEAM4 CRM - Actual Workflow)
cbre_crm (CBRE CRM - Calls Only)

Create Template

Create a new Google Sheet with the required sheets or use our template:

Step 2: Deploy Google Apps Script

Follow these steps:

  1. Open your Google Sheet
  2. Click Extensions → Apps Script
  3. Delete any existing code
  4. Copy and paste the code from the box below
  5. Click Save (Ctrl+S)
  6. Click Deploy → New Deployment
  7. Select Web App as type
  8. Set "Execute as" to Me
  9. Set "Who has access" to Anyone
  10. Click Deploy
  11. Copy the Web App URL provided

Step 3: Connect to Web App

Paste the URL from your deployed web app (ends with /exec)

Analytics Dashboard

Process Completion Rates

Tower-wise Distribution

Monthly Progress Trend

Status Overview