Northstar EV Infrastructure

EV Infrastructure Workspace

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Opportunities

Syntra Demo

Capture new EV infrastructure opportunities and move them toward proposal-ready packages.

Project Coordinator

Workflow control layer & approval gating

BK

2

Projects Blocked

Awaiting approval or missing inputs

MI

6

Missing Inputs

Across opportunities and proposals

AW

7

Approval Items Waiting

Across all categories

PR

1

Proposal Packages Ready

Ready for final review

SR

1

Smartsheet Updates Ready

Awaiting approval to sync

O

5

Open Opportunities

Across all stages

N

2

New This Week

Captured from intake

R

3

Ready for Research

Research Agent standing by

M

2

Missing Client Inputs

Awaiting client data

$

$1.2M

Demo Pipeline

Fictional demo estimate

Active Opportunities

Regional Retail Group

Multi-site EV charging feasibility

Research Ready
$420K

Owner: Sarah

Next: Build prospect profile and incentive scan

Missing: Utility bill, preferred charger count

Midwest Logistics Fleet Depot

Fleet depot electrification planning

Missing Inputs
$310K

Owner: Lisa

Next: Request vehicle count and duty cycle assumptions

Missing: Fleet schedule, utility account data

Municipal Parking Authority

Public charging infrastructure plan

Proposal Drafting
$275K

Owner: Jordan

Next: Review charger comparison and incentive assumptions

Missing: Final site count

Corporate Campus Phase 2

Workplace charging expansion

Waiting on Utility
$195K

Owner: Sarah

Next: Follow up on transformer capacity confirmation

Missing: Utility response

Community Health Network

Employee and visitor charging plan

New Request
$160K

Owner: Sarah

Next: Schedule discovery call

Missing: Site list, parking counts

New Opportunity Intake

Demo UI only — no backend submission

Project Coordinator Checklist

Missing information — click status dropdown to update

Utility bill needed

Affects: Regional Retail Group, Midwest Logistics Fleet Depot

Requested

Site electrical drawings needed

Affects: Regional Retail Group, Corporate Campus Phase 2

Requested

Charger quantity assumption needed

Affects: Regional Retail Group, Community Health Network

Requested

Fleet duty cycle needed

Affects: Midwest Logistics Fleet Depot

Requested

Preferred timeline needed

Affects: Community Health Network, Municipal Parking Authority

Requested

Client logo approval needed for proposal deck

Affects: Municipal Parking Authority, Community Health Network

Requested

Demo Safety

This preview uses fictional demo data only. No real company data, client data, Microsoft tenant, Smartsheet sheet, Copilot agent, or PowerPoint file is connected.

Human approval requiredNothing is sent, scheduled, or changed unless approved.
Mock demo state onlyNo real Northstar EV Infrastructure data is changed.
Connected tools visibleNorthstar EV Infrastructure examples represented for demo context only.