Customer Lifecycle Dashboard
Governance across Study → Proposal → Pricing Matrix → Contract → Project Initiation → Implementation → Validation → Sign-Off → Closure
Onboarding Funnel
Pre-sales gates — risk cleared before commercial effort
Onboarded0
Opportunity
Active0
Initial Evaluation
Draft0
Submitted0
KYC & Due Diligence
Review0
Compliance Readiness
Clear0
Onboarded Clients
Live0
Delivery Pipeline
From signed contract to closure
Overdue0
Closed YTD0
Proposal
Pending0
Pricing
Deviation0
Contract
Out for Sign0
Implementation
Active0
Validation
Pending0
Sign-Off
Pending0
Closure
Closed YTD0
Modules
Direct access to all governance modules
Customer & Compliance
Study
Commercial
Delivery
Delivery Hub
Workspace overview
Connected sequence: initiation → validation
Project Initiation
Charter & kickoff
Transition from commercial closure to delivery
Prerequisites
Readiness checklist
Mandatory items, evidence & escalation
4 overdue
Implementation Tracker
Milestones & tasks
Delivery governance with owners & blockers
18 active · 2 blocked
Issues / Risks / Changes
RAID + CR register
Severity, mitigation, escalation & status
Testing & Validation
UAT & defects
Test cases, evidence, retest & pass/fail
6 pending
Governance
Sign-Offs
Stage & final
Customer & internal acceptance with evidence
3 pending
Handover & Closure
Stabilization & archive
Post go-live validation & lessons learned
Documents
Central repository
Versioned & categorized across all modules
12,041 docs
Approvals
Pending & history
All approval categories with ageing
27 pending
Reports & Dashboards
Operational reporting
Lifecycle, ageing, partner & deviation summaries
Audit Trail
Immutable log
Date, user, module, old → new value
Pending Approvals
Across pricing, contracts, KYC, sign-offs
APR-9821Pricing Deviation
OPP-2025-0152 — Emirates Steel Arkan (-12%)
Approver
CFO
Ageing
3d
APR-9818Contract Legal Review
CTR-2025-0067 — Bahri Logistics MSA
Approver
Legal Director
Ageing
2d
APR-9815KYC
Qatar Fuel (WOQOD) — UBO refresh
Approver
Compliance Lead
Ageing
5d
APR-9812Proposal
OPP-2025-0163 — Oman Cables proposal v2
Approver
VP Sales
Ageing
1d
APR-9809Sign-Off
OPP-2025-0171 — DP World final sign-off
Approver
Customer Sponsor
Ageing
4d
APR-9805Compliance
Etihad Rail — readiness gate 2
Approver
Compliance Lead
Ageing
2d
Recent Activity
Last 24 hours
R. Iyer uploaded UAT evidence pack v3
OPP-2025-0148·10 min ago
S. Mansour submitted pricing deviation for approval
OPP-2025-0152·1 h ago
Legal — N. Patel added redlines to MSA
CTR-2025-0067·2 h ago
Compliance — L. Rashid approved KYC refresh
Almarai Foods Co.·3 h ago
A. Khalid marked prerequisite #14 complete
OPP-2025-0177·4 h ago
M. Al-Thani closed GAP item GAP-018
OPP-2025-0161·5 h ago
Active Opportunities
Latest activity across the lifecycle
| ID | Customer | Stage | Owner | Est. Txns/yr | Status | Next Action |
|---|---|---|---|---|---|---|
| OPP-2025-0148 | Almarai Foods Co. Saudi Arabia · TPL Gulf | Implementation | R. Iyer | 4,800,000 | Active | Phase 2 UAT scheduling |
| OPP-2025-0152 | Emirates Steel Arkan UAE · GovTech MENA | Pricing Matrix | S. Mansour | 2,100,000 | Pending Approval | Pricing deviation approval (CFO) |
| OPP-2025-0157 | Bahri Logistics Saudi Arabia · TPL Gulf | Contract | A. Khalid | 980,000 | Pending Signature | Customer counter-signature |
| OPP-2025-0161 | Qatar Fuel (WOQOD) Qatar · Doha Digital | Study | M. Al-Thani | 6,400,000 | In Review | Workshop closure & GAP report |
| OPP-2025-0163 | Oman Cables Industry Oman · Muscat IT | Proposal | F. Al-Balushi | 540,000 | Draft | Internal proposal approval |
| OPP-2025-0168 | Saudi Electricity Co. Saudi Arabia · TPL Gulf | Validation | R. Iyer | 11,200,000 | Active | UAT defect retest cycle 3 |
| OPP-2025-0171 | DP World Jebel Ali UAE · GovTech MENA | Sign-Off | S. Mansour | 8,900,000 | Pending Approval | Final implementation sign-off |