Dashboard Demo Craig Kirkpatrick · Technical Sales Manager

Xero · synced 9:14am Tue 06 Oct 2026

G'day Craig

Your follow-ups, meetings and quotes waiting on a decision.

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Invoiced · last 30 days

16 projects · 28% budget margin

▲ 6 sent 8 awaiting decision

$180k overdue · 3

FATs · next 14 days

035 · 044 · 037

3 short for projects · 12 below min

Invoiced by monthex GST · progress claims, parts and spares$3,472,479 · 12 months

$262k Nov $247k Dec $56k Jan $366k Feb $240k Mar $245k Apr $380k May $327k Jun $168k Jul $481k Aug $592k Sep $109k Oct

06 Oct 2026 month to date shown lighter.

My day06 Oct 2026

Follow-ups due

Chase decision with Brett — capex approvedTeys Australia · ENQ-26-0118 7 Oct Finish quote — crate weights from GlenNorco Co-operative · ENQ-26-0127 7 Oct Follow up on Lisa's tech questionsCoca-Cola Europacific Partners · ENQ-26-0121 8 Oct Call Cameron re line ratesBundaberg Brewed Drinks · ENQ-26-0134 8 Oct Raise at FAT on ThursdaySnackbrands Australia · ENQ-26-0135 8 Oct

Calendar

Teys — decision call with Brett7 Oct · 10:00am · Phone FAT — Snackbrands side clamp gripper8 Oct · 9:00am · Ferntree Gully — FAT cell Norco — quote walkthrough (Teams)8 Oct · 2:00pm · Microsoft Teams Kimberly-Clark TM2 — dispatch9 Oct · 7:00am · Ferntree Gully → Millicent SA Opal — functional spec sign-off (Teams)9 Oct · 11:00am · Microsoft Teams Tontine case packer — commissioning12 Oct · 7:30am · Tontine, Campbellfield

Quotes waiting on a decision

Q-26-0074 · Simplot Australia$80k

Live projects by stageBoard

Design4$1.14M Procurement4$995k Fabrication2$223k Assembly3$609k FAT1$92k Dispatch1$264k Commissioning1$486k

TA-26-044 · Saputo Dairy AustraliaLate TA-26-037 · Scott Automation & RoboticsAt risk

Enquiry pipelineestimated valuePipeline

New · 4 $113k

Qualifying · 4 $759k

Site visit · 2 $160k

Quoting · 3 $855k

Quoted · 4 $466k

Workshop loadnext 20 working daysSchedule

Design office 9 of 20 days

Excelfab — laser, fold & weld 14 of 20 days

Gripper assembly bench 20 of 20 days

Assembly bay 1 17 of 20 days

Assembly bay 2 0 of 20 days

Controls & robot programming 20 of 20 days

FAT cell 12 of 20 days

Site crew 16 of 20 days

Needs attentionAll notifications

ClashFAT cell: TA-26-044 FAT and TA-26-037 FAT overlap 14 Oct OverdueINV-10460 · Scott Automation & Robotics · $25,905 due 26 Aug 2026 OverdueINV-10468 · Carlton & United Breweries · $147,180 due 29 Sep 2026 OverdueINV-10475 · Maas Automation · $7,337 due 21 Aug 2026 ShortIRB660-250 · 1 more needed for live projects ShortINSPECTORP621 · 1 more needed for live projects ShortTRK-CSS-L · 1 more needed for live projects crmBrett Mulholland replied — Teys: capex approved — decision call booked Wed 7 Oct.

Recent activity

Offered 6 × GEP2016IL from stock, 6 from Rheinau.

5 Oct, 4:36pm · AC · Fibre King

Invoice INV-10486 raised — Parts — synced to Xero.

2 Oct, 4:57pm · KL · Sanitarium Health Food Company

Brett: capex approved at Thursday meeting. Decision call booked Wed 7 Oct.

2 Oct, 11:32am · CK · Teys Australia

Invoice INV-10465 raised — FAT 40% — synced to Xero.

1 Oct, 4:16pm · KL · Kimberly-Clark Australia

Confirmed FAT 8 Oct with Nathan.

1 Oct, 8:28am · CK · Snackbrands Australia

FAT passed — TA-26-040 core bung inserter. Ships 9 Oct.

30 Sep, 4:55pm · CK · Kimberly-Clark Australia

Quote Q-26-0071 sent — Spare cutter heads & core bung inserter overhaul.

30 Sep, 3:32pm · AC · Kimberly-Clark Australia

Invoice INV-10485 raised — Parts — synced to Xero.

29 Sep, 4:17pm · KL · Bosch Manufacturing Solutions

Quote Q-26-0068 sent — Collision detection — 8 palletising robots, Laverton.

29 Sep, 3:37pm · AC · Asahi Beverages