Flows
Hatch Farm walkthrough
The twelve-step demo, screen by screen: one deal, Hatch Farm, from the first email to Legals, handed between the five roles in order. Each screen is the full page as the app would show it at that moment, for show only: nothing on it works, and the one control that leads to the next screen is ringed. The ← → buttons, the list and the rail of twelve steps under them move through the 25 screens; a step is one or more screens, and a click on a step opens its first.
Who signs in is written on each screen’s bar. The names and figures are the demo data’s (api/src/assets/valere-demo.ts), with the figures the steps add: an appraisal of £1,850,000 and an expectation of £2,100,000, an offer of £2,050,000, tenders of £5,800,000 and £6,100,000 on 54,000 sq ft.
The steps are read from the ADRs and feature specs, which cite them by number; the scope doc that defines them could not be read on 2026-10-07. Step 10 is not named in the repo: the Morning Meeting Board is this page’s reading of it. The screens are hand-built from the site’s components, not screenshots: a page the app has but this site does not draw yet is drawn here as the code describes it.
Step 1 · The Lead page, untouchedBeth Morgan (Back Office) opens Hatch Farm. The seed leaves it as a New Lead with no activity and no next action, so this is where the demo starts. Click Log activity.
/leads/hatch-farmSigned in as Beth Morgan · Back Office
Hatch Farm
New LeadBack OfficeDeal health 90- Deal owner
- Beth Morgan
- First contact
- —
- Last contact
- —
- Days open
- 3
Lead stage
Variance shows once both figures are entered.
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
No actions yet.
No activity yet.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 1 · Log the first emailThe form sits inside the Activity timeline card: type Email, today’s date, a note. Save.
/leads/hatch-farmSigned in as Beth Morgan · Back Office
Hatch Farm
New LeadBack OfficeDeal health 90- Deal owner
- Beth Morgan
- First contact
- —
- Last contact
- —
- Days open
- 3
Lead stage
Variance shows once both figures are entered.
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
No actions yet.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 1 · The first entry on the timelineWatch for: the timeline has its first entry, First contact and Last contact in the header read today, and the same date now shows on the Leads Overview and in the Health score’s Recent contact component.
/leads/hatch-farmSigned in as Beth Morgan · Back Office
Hatch Farm
New LeadBack OfficeDeal health 90- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
Variance shows once both figures are entered.
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
No actions yet.
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 2 · Land adds an action for Back OfficeLiam Carter (Land) signs in and opens the same Lead. Add action: the action, the owning function Back Office, a due date. Save.
/leads/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
New LeadBack OfficeDeal health 90- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
Variance shows once both figures are entered.
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 2 · The action on the Follow-up trackerThe tracker lists it with the Back Office chip and its due date. Health goes to 100: the deal has a next action. Now switch to Beth’s dashboard.
/leads/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
New LeadBack OfficeDeal health 100- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
Variance shows once both figures are entered.
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 2 · The handoff, seen by Back OfficeWatch for: Beth’s Individual dashboard counts one open action and lists it under My actions. Nothing was sent or typed twice: the action Land created is the one Back Office sees.
/dashboardSigned in as Beth Morgan · Back Office
Dashboard · Back Office
Good morning, Beth
Tuesday, 7 October 2026. What you need to know, what needs attention and what is due today.
- Open actions
- 1
- Overdue
- 0
- My deals
- 1
- Needs attention
- 0
- Hatch FarmNew LeadNot contacted
Back OfficeCall Mr Whitmore to arrange a site visit · Hatch FarmThu 9 Oct
- Hatch FarmNew LeadDeal health 100
Nothing needs attention.
No target exchange dates.
Step 3 · Back Office enters the appraisalBeth types the Valere appraisal. The Landowner expectation field beside it is read only for her: Set by Land. Save.
/leads/hatch-farmSigned in as Beth Morgan · Back Office
Hatch Farm
New LeadBack OfficeDeal health 100- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
Set by Land. Read only for Back Office.
Variance shows once both figures are entered.
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 3 · Land records the landowner’s expectationLiam opens the same card: the appraisal is there, read only for him, and he types what Mr Whitmore expects. Save.
/leads/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
New LeadBack OfficeDeal health 100- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
Set by Back Office. Read only for Land.
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 3 · Variance, computed on readWatch for: the pill under the two figures, Expectation 13.5% above appraisal. Nobody typed it; it is computed from the two columns every time the page reads them.
/leads/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
New LeadBack OfficeDeal health 100- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 4 · At Fee Discussion, Instruction is lockedLiam has moved the Lead on, one stage at a time, to Fee Discussion. Move to Instructed is disabled with its reason: a Deal type is required before Instruction. Choose one.
/leads/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
Fee DiscussionLandDeal health 100Deal type is required before Instruction
- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 4 · Land & Build chosen; the button wakes upDeal type Land & Build, saved. Move to Instructed is now live. Click it.
/leads/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
Fee DiscussionLandDeal health 100- Deal owner
- Beth Morgan
- First contact
- 7 Oct 2026
- Last contact
- Today
- Days open
- 3
Lead stage
- Address
- Hatch Farm, Sindlesham
- Postcode
- RG41
- Region
- Berkshire
- Site area
- 8.5 acres
- Floor area
- 54,000 sq ft
- Units
- 60
- Source
- Agent introduction
- Planning status
- Pre-application
- Proposed use
- Residential
Not qualified yet.
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Required before Instruction. Decides whether the Contractor stage applies.
R. & J. WhitmoreRobert Whitmore · 07700 900101
Other sites owned: none
Step 4 · The same record, now an OpportunityWatch for: the address changed from /leads to /opportunities but the id did not. The email from step 1 is under Recent activity, the action from step 2 under Next actions. No copy was made: the stage changed on the same row.
/opportunities/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
InstructedLand & BuildPartnershipsDeal health 100- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Deal lifecycle
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Land terms agreedSet by Land. Heads of Terms needs it.
Not agreed yet
No agreed buyer yet.
No contractor appointed yet.
- Target exchange
- Not set
- Target completion
- Not set
- Longstop
- Not set
Next:Step 5, the buyers
Step 5 · Partnerships adds two buyersSophie Turner (Partnerships) on the Buyers tab. Two Buyer / RP accounts added at Coverage. The tab bar has four tabs: no Contractors yet. Move Thames Valley Homes on.
/opportunities/hatch-farm/buyersSigned in as Sophie Turner · Partnerships
Hatch Farm
BuyerLand & BuildPartnershipsDeal health 100Needs an agreed buyer
- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Buyer stage
- 2Coverage
- 0Interested
- 0Offer received
- 0Agreed
| Buyer | Status | Offer | Quality | Next step | Actions |
|---|---|---|---|---|---|
| Thames Valley Homes | Coverage | Not yet offered | Not rated | — | |
| Kennet Housing Association | Coverage | Not yet offered | Not rated | — |
Step 5 · One buyer Agreed; Contractors appearsWatch for: Thames Valley Homes moved Interested, Offer received (£2,050,000), Agreed. The tab bar now has a fifth tab, Contractors: a Land & Build deal with an agreed buyer needs one. The header’s Move to Contractor is live too.
/opportunities/hatch-farm/buyersSigned in as Sophie Turner · Partnerships
Hatch Farm
BuyerLand & BuildPartnershipsDeal health 100- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Buyer stage
- 0Coverage
- 1Interested
- 0Offer received
- 1Agreed
| Buyer | Status | Offer | Quality | Next step | Actions |
|---|---|---|---|---|---|
| Thames Valley Homes | Agreed | £2,050,000 | 4 / 5 | Board paper 14 Oct | |
| Kennet Housing Association | Interested | Not yet offered | Not rated | — |
Next:Step 6, the tenders
Step 6 · Construction records two tendersDan Hughes (Construction) on the Contractors tab. Two contractors invited, two tender prices typed. Watch for: £ per sq ft and Rank fill in by themselves, from the price and the site’s 54,000 sq ft. Shortlist and appoint Northgate.
/opportunities/hatch-farm/contractorsSigned in as Dan Hughes · Construction
Hatch Farm
BuyerLand & BuildPartnershipsDeal health 100- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Contractor stage
- 0Invited
- 2Tender received
- 0Shortlisted
- 0Appointed
| Contractor | Status | Tender price | £ per sq ft | Tender due | CSA quality | Rank | Actions |
|---|---|---|---|---|---|---|---|
| Northgate Build | Tender received | £5,800,000 | £107.41 | 3 Oct 2026 | 4 / 5 | 1 | |
| Brackenridge Construction | Tender received | £6,100,000 | £112.96 | 3 Oct 2026 | 4 / 5 | 2 |
Step 6 · Northgate appointedNorthgate Build at Appointed: the lowest £ per sq ft, rank 1. A Site holds one appointed contractor; Heads of Terms will need it.
/opportunities/hatch-farm/contractorsSigned in as Dan Hughes · Construction
Hatch Farm
BuyerLand & BuildPartnershipsDeal health 100- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Contractor stage
- 0Invited
- 1Tender received
- 0Shortlisted
- 1Appointed
| Contractor | Status | Tender price | £ per sq ft | Tender due | CSA quality | Rank | Actions |
|---|---|---|---|---|---|---|---|
| Northgate Build | Appointed | £5,800,000 | £107.41 | 3 Oct 2026 | 4 / 5 | 1 | |
| Brackenridge Construction | Tender received | £6,100,000 | £112.96 | 3 Oct 2026 | 4 / 5 | 2 |
Step 7 · A phone number changed on the Account pageAny role may do this; Sophie does it. On Thames Valley Homes, Lucy Grant’s contact row is edited: a new phone number. Save.
/accounts/thames-valley-homesSigned in as Sophie Turner · Partnerships
Thames Valley Homes
Buyer / RP- Phone
- 0118 496 0101
- land@tvh.example.com
- Website
- tvh.example.com
- Address
- Reading, Berkshire
| Site | Stage | Buyer stage | Offer |
|---|---|---|---|
| Hatch Farm | Buyer | Agreed | £2,050,000 |
| Kings Mead | Heads of Terms | Agreed | £1,640,000 |
| Contact | Job title | Phone | ||
|---|---|---|---|---|
| Lucy Grant | Head of Land | 07700 900201 | lucy.grant@example.com |
Response time, offer strength, completions
- MeetingSophie TurnerWith Lucy Grant
Pitched Hatch Farm; board paper due 14 Oct.
Step 7 · The same number on the deal, without a reloadWatch for: the Key Contacts tab of Hatch Farm shows Lucy Grant on the Buyer side with the new number. The tab reads the Contact record itself; there is no second copy to update.
/opportunities/hatch-farm/key-contactsSigned in as Sophie Turner · Partnerships
Hatch Farm
BuyerLand & BuildPartnershipsDeal health 100- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Sell
| Role | Contact | Account | Phone | |
|---|---|---|---|---|
| Landowner | Robert Whitmore | R. & J. Whitmore | 07700 900101 | robert.whitmore@example.com |
Buyer
| Role | Contact | Account | Phone | |
|---|---|---|---|---|
| Head of Land | Lucy Grant | Thames Valley Homes | 07700 900251 | lucy.grant@example.com |
Step 8 · Land agrees the terms and moves the deal onLiam, back on the Overview. Land terms agreed, switched on. Move to Contractor is live (an agreed buyer), then Heads of Terms (terms agreed and a contractor appointed), then Legals. Click Move to Contractor and keep going.
/opportunities/hatch-farmSigned in as Liam Carter · Land
Hatch Farm
BuyerLand & BuildPartnershipsDeal health 100- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Deal lifecycle
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Land terms agreedSet by Land. Heads of Terms needs it.
Agreed
Thames Valley HomesAgreed
- Offer
- £2,050,000
Northgate BuildAppointed
- Tender price
- £5,800,000
- Target exchange
- 23 Nov 202647 days
- Target completion
- 21 Dec 202675 days
- Longstop
- 25 Jan 2027110 days
Step 8 · In Legals: the Deal Master TrackerWatch for: the deal clock counting down to exchange, completion and longstop, and the six legal tasks from the tracker with Critical tags, the Oldest outstanding item and one task 6 days late. The header shows the stage Legals and a Stalled badge: a critical task is past its deadline.
/opportunities/hatch-farm/legalsSigned in as Liam Carter · Land
Hatch Farm
LegalsLand & BuildLegalStalled: critical legal task overdueDeal health 85- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
- Target exchangeTarget
- 47 days
- 23 Nov 2026
- Target completionTarget
- 75 days
- 21 Dec 2026
- LongstopHard date
- 110 days
- 25 Jan 2027
| Task | Status | Responsibility | Passed to | Days since | Deadline |
|---|---|---|---|---|---|
Report on titleCritical | Complete | Seller solicitor | Harcourt & Pell | 24 | 23 Sep 2026 |
Red Book valuationCriticalOldest outstanding | In progress | Buyer | Buyer valuer | 21 | 11 Oct 2026 |
Land contract draftCritical | In progress | Seller solicitor | Harcourt & Pell | 20 | 1 Oct 2026 6 days late |
Searches | Waiting on other party | Buyer solicitor | Buyer solicitor | 19 | 18 Oct 2026 |
Contractor services agreementCritical | Not started | Buyer | — | — | 18 Oct 2026 |
Board approvals | Not started | Buyer | — | — | 7 Nov 2026 |
Step 9 · The MD opens the Executive dashboardAlex Reid (MD) signs in; the MD’s /dashboard is the Executive one. Watch for: Hatch Farm under Stalled deals with its badge, and under Legal blockers naming the late task. Click the Health score.
/dashboardSigned in as Alex Reid · MD
Dashboard
Executive dashboard
Tuesday, 7 October 2026. The pipeline, what is stuck and who is carrying what.
- Weighted fee pipeline
- £448,350
- Active opportunities
- 6
- Stalled deals
- 2
- Legal blockers
- 1
- Hatch FarmLegalsStalled: critical legal task overdue
- AshcombeContractorStalled: no contact 15 days
- Leads
- 12
- —
- Appraised
- 8
- 67 %
- Instructed
- 7
- 88 %
- Offer agreed
- 4
- 57 %
- Exchanged
- 2
- 50 %
How far each deal has got, read from its current stage.
| Function | Open | Overdue |
|---|---|---|
| Back Office | 3 | 0 |
| Land | 5 | 1 |
| Partnerships | 4 | 1 |
| Construction | 2 | 0 |
| Legal | 3 | 1 |
- Hatch FarmLand contract draft6 days lateExchange 23 Nov 2026
| # | Opportunity | Stage | Health |
|---|---|---|---|
| 1 | Kings Mead | Heads of Terms | Deal health 92 |
| 2 | Hatch Farm | Legals | Deal health 85 |
| 3 | Elm Park | Instructed | Deal health 78 |
| 4 | Ashcombe | Contractor | Deal health 55 |
Step 9 · Every point explainedThe breakdown names each component with its points and the fact behind it: 85 is 100 less 15 for one critical Legals task past its deadline, and the stall rule that fired is listed. No opaque number.
/dashboardSigned in as Alex Reid · MD
Dashboard
Executive dashboard
Tuesday, 7 October 2026. The pipeline, what is stuck and who is carrying what.
- Weighted fee pipeline
- £448,350
- Active opportunities
- 6
- Stalled deals
- 2
- Legal blockers
- 1
- Hatch FarmLegalsStalled: critical legal task overdue
Deal health 85 (100 less each component; 70 and above)
- 0Recent contact0 days since the last contact; points off from 14 days
- 0Overdue actionsNone overdue
- 0Stage duration0 days in Legals; no limit here
- 0Next actionCall Mr Whitmore, due Thursday
- −15Legals1 critical task past its deadline
Stall rules fired
- critical Legals task past deadline
Proposed weights, not yet approved by Valere.
- AshcombeContractorStalled: no contact 15 days
- Leads
- 12
- —
- Appraised
- 8
- 67 %
- Instructed
- 7
- 88 %
- Offer agreed
- 4
- 57 %
- Exchanged
- 2
- 50 %
How far each deal has got, read from its current stage.
| Function | Open | Overdue |
|---|---|---|
| Back Office | 3 | 0 |
| Land | 5 | 1 |
| Partnerships | 4 | 1 |
| Construction | 2 | 0 |
| Legal | 3 | 1 |
- Hatch FarmLand contract draft6 days lateExchange 23 Nov 2026
| # | Opportunity | Stage | Health |
|---|---|---|---|
| 1 | Kings Mead | Heads of Terms | Deal health 92 |
| 2 | Hatch Farm | Legals | Deal health 85 |
| 3 | Elm Park | Instructed | Deal health 78 |
| 4 | Ashcombe | Contractor | Deal health 55 |
Step 10 · The Morning Meeting BoardEvery Active Opportunity in one table, sorted by its next deadline: the flag, the open actions by function, the stall badge, the Health score. Hatch Farm carries the action from step 2, due Thursday. The Legals view shows the same deals with their countdowns.
/morning-meetingSigned in as Alex Reid · MD
Morning Meeting
Morning Meeting Board
Every row is a live slice of the Opportunity records; nothing is typed here.
- Overdue
- 1
- Due this week
- 2
- On track
- 2
- No next action
- 1
| Deal | Next deadline | Open actions | Health |
|---|---|---|---|
AshcombeContractorStalled: no contact 15 days | Overdue | Construction Appoint contractor · 3 Oct | Deal health 55 |
Hatch FarmLegalsStalled: critical legal task overdue | Due this week | Back Office Call Mr Whitmore to arrange a site visit · 9 Oct | Deal health 85 |
Kings MeadHeads of Terms | Due this week | Land Agree land terms · 10 Oct | Deal health 92 |
Station Road YardBuyer | On track | Partnerships Chase the RP offer · 17 Oct | Deal health 74 |
Elm ParkInstructed | On track | Partnerships Pitch to two RPs · 21 Oct | Deal health 78 |
Saw Mill CloseExchange / Completion | No next action | None open | Deal health 70 |
Step 11 · Construction tries a Land-owned fieldDan Hughes opens the Overview. Watch for: the Land terms switch is read only with a lock line naming the owner, and the stage moves say Land moves this deal on. Read only for Construction. The Contractors tab stays his.
/opportunities/hatch-farmSigned in as Dan Hughes · Construction
Hatch Farm
LegalsLand & BuildLegalStalled: critical legal task overdueDeal health 85Land moves this deal on. Read only for Construction.
- Deal owner
- Beth Morgan
- Landowner
- R. & J. Whitmore
- Region
- Berkshire
- Probability
- —
- Fee
- —
- Days in stage
- 0
Deal lifecycle
Back OfficeCall Mr Whitmore to arrange a site visitThu 9 Oct
- EmailBeth MorganWith Robert Whitmore
First approach: introduced Valere and asked for a site visit next week.
Land terms agreedFixed by Land.
Agreed
Set by Land. Read only for Construction.
Thames Valley HomesAgreed
- Offer
- £2,050,000
Northgate BuildAppointed
- Tender price
- £5,800,000
- Target exchange
- 23 Nov 202647 days
- Target completion
- 21 Dec 202675 days
- Longstop
- 25 Jan 2027110 days
Step 12 · A Turnkey deal has no Contractor stageStation Road Yard, Deal type Turnkey / Whole Block. Watch for: four tabs, no Contractors; the Deal lifecycle runs Buyer straight to Heads of Terms; no Contractor position card. Construction appears only for the Deal types that need it.
/opportunities/station-road-yardSigned in as Sophie Turner · Partnerships
Station Road Yard
BuyerTurnkey / Whole BlockPartnershipsDeal health 74Needs an agreed buyer and Land terms agreed
- Deal owner
- Beth Morgan
- Landowner
- Loddon Estates
- Region
- Berkshire
- Probability
- 40%
- Fee
- £95,000
- Days in stage
- 12
Deal lifecycle
PartnershipsChase the RP offerFri 17 Oct
- CallSophie TurnerWith Kate Rowe
Loddon Living will take the whole block; offer by mid-October.
Land terms agreedSet by Land. Heads of Terms needs it.
Not agreed yet
Loddon LivingInterested
- Offer
- —
- Target exchange
- Not set
- Target completion
- Not set
- Longstop
- Not set
The end.Start again from step 1
What each step proves
| Step | Who | Where | Watch for |
|---|---|---|---|
| 1 | Back Office | Lead page | The first timeline entry; Last contact moves on the Leads Overview. |
| 2 | Land | Lead page, then Back Office’s dashboard | An action created by Land appears under My actions for Back Office: the handoff. |
| 3 | Back Office Land | Lead page | Each role enters its own figure, the other’s is read only; Variance % is computed. |
| 4 | Land | Lead page, then the Opportunity page | Instruction waits for a Deal type; the Lead becomes an Opportunity in place, same id and history. |
| 5 | Partnerships | Buyers tab | An Agreed buyer makes the Contractors tab appear on a Land & Build deal. |
| 6 | Construction | Contractors tab | £ per sq ft and Rank are computed from the tender price and the floor area. |
| 7 | any | Account page, then the Key Contacts tab | A phone number changed once shows on the deal without a reload: one record. |
| 8 | Land | Opportunity Overview, then the Legals tab | Land terms, Contractor, Heads of Terms, Legals; the deal clock and the Deal Master Tracker. |
| 9 | Legal MD | Executive dashboard | Hatch Farm stalled on a critical legal task; the Health score explained point by point. |
| 10 | Legal MD | Morning Meeting Board | Every active deal by its next deadline; no data of its own. Assumed step. |
| 11 | Construction | Opportunity Overview | A Land-owned field is read only, with a hint naming the owner. |
| 12 | any | Station Road Yard | A Turnkey deal has no Contractors tab and no Contractor stage. |