The document is a presentation summarizing the Design & Estimation department's performance in Q3 and plans for Q4. It provides data on the number of quotes generated and revised for aluminum and UPVC in Q3. Conversion rates increased from Q2 to Q3. Plans for Q4 include moving to a cloud-based software, improving costing worksheets, and providing drawings for special cases. Support is needed from other departments. The status of action items from the previous quarter's meeting is also updated.

1. Q3’ 22 Review meet and Q4 Planning session
HOD Name: Mrs. Shruthi
Department Name: Design & Estimation
Presentation Topic: Design & Estimation Report
Presentation by : Mrs. Soumya
Designation: Design & Estimation Lead.

2. Total Number of New quotes Generated in Q3
• Total Number of Aluminium Quotes generated.
MONTHS OCT NOV DEC TOTAL
QUOTES 48 124 80 252
• Total Number of UPVC Quotes generated.
MONTHS OCT NOV DEC TOTAL
QUOTES 57 128 95 280
48
124
80
57
128
95
0
20
40
60
80
100
120
140
OCT NOV DEC
No
of
Quotes
Months
NEW QUOTES @ Q3
Aluminium UPVC

3. Total Number of Revision quotes Generated in Q3
• Total Number of Aluminium Revised Quotes .
MONTHS OCT NOV DEC TOTAL
QUOTES 18 67 66 151
• Total Number of UPVC Revised Quotes.
MONTHS OCT NOV DEC TOTAL
QUOTES 12 32 41 85
18
67 66
12
32
41
0
10
20
30
40
50
60
70
80
OCT NOV DEC
No
of
Revisions
Months
QUOTE REVISIONS @ Q3
Aluminium UPVC

4. Total Number of quotes Conversion in Q3
0
50
100
150
200
250
300
Quote Generated Quote Converted % of Conversion
Aluminium 252 20 7.94
UPVC 280 17 6.07
252
20
7.94
280
17
6.07
NO
OF
QUOTES
Conversion
QUOTES CONVERSION RATIOS
Aluminium UPVC

5. Quotes Conversion comparison b/w Q2 & Q3
• ALUMINIUM & UPVC CONVERSION IN Q2 & Q3
QUARTER ALUMINIU
M
UPVC AL &
UPVC
TOTAL
Q2 27 7 0 34
Q3 19 16 2 37
27
7
0
34
19
16
2
37
0
5
10
15
20
25
30
35
40
Aluminium UPVC Al & UPVC Total
NO
OF
CONVERSION
MATERIAL
QUOTES CONVERSION IN Q3
Q2 Q3 Linear (Q3)

6. Summary of Department Performance in Q3:
Things went right in Q3 Things went wrong in Q3
1. Techno Commercial manager -
Harsha Sir joined us.
2. Project trackers update
2. Changes made to EVA software for better and
accurate calculations.
3.Goal settings and weekly internal knowledge
transfer sessions.
4. We went for Site Visit for better understanding
of site condition .
5.Implemented client signature on final site
survey sheet to confirm configurations.
6.We explained the dealers during training
session the process to fill the Site Survey Sheet.
1.
2.
3.
4.
5.

7. Plan for Q4:
a. To move to cloud version.
b. Improve worksheet for costing.
c. Template to work out the cost difference between aluminium and UPVC variants for Dealers.
d. We require Die / AutoCAD drawings to implement certain Special cases
Support required:
1. Production team needs to review emails & send the design for
fabrication.
2. Need Accurate measurement from the Site Supervisors.
3. Technical Support is needed to handle special cases.

8. *Please update the status of action points taken during the last quarter meeting. (8th Oct) for your
respective department.
Action points taken on 8th October Current Status
1. We are Shifting to Cloud Version Software to
prepare the Quote & Fabrication.
2. We need Standard format for Quotation
revision.
3. Site Visiting is compulsory for Project, once its
approved .
4. Will try to get Complete information before
submitting it to the production department.
1. Software update is under process.
2. We are receiving Quotation revisions in the
standard format.
3. Its in progress.
4. We are following the procedure.