Good morning 👋
Revenue
Paid/Partial entries count as confirmed revenue — Pending entries are tracked separately below
| Inv # | Client / Source | Amount | Cur. | Display | Status | Due Date | Method | Notes | Type | |
|---|---|---|---|---|---|---|---|---|---|---|
| Confirmed Revenue | — | |||||||||
Salaries & Payroll
Monthly pay — employee names link to Team members · toggle ↻ to mark a row as recurring
| Employee | Type | Amount | Cur. | Display | Status | Recurring | |
|---|---|---|---|---|---|---|---|
| Total Payroll— | |||||||
Projects
Drag cards between columns · click any card to edit details
0 Current
0 Approval
0 Upcoming
0 Backlog
Budget —
Spent —
Remaining —
Current Projects
0
Awaiting Approval
0
Upcoming Projects
0
Backlog
0
Expenses
Overhead costs and free demo spend — toggle ↻ to mark as recurring
| Expense Item | Category | Amount | Cur. | Display | Notes | Recurring | |
|---|---|---|---|---|---|---|---|
| Total Expenses— | |||||||
Creative Pipeline
Track prospects from first contact to signed client
Total Prospects
0
Conversion Rate
—
Proposals Awaiting
0
All-Time Converted
0
🔍 Discovery0
No leads yet
🎨 Demo / Sample0
No leads yet
📄 Proposal Sent0
No leads yet
Client Directory
Global client list — revenue & project entries pull names from here
| Client | Country | Contact Email | Phone | Status | Health | Total Billed | Profit | Margin | Risk | Last Activity | Notes |
|---|
Team & Accounts
Your team members and user accounts in one place
| Member | Role | Phone | Status | Notes |
|---|
Month Debrief
Structured monthly retrospective — saved per month, visible in sidebar history
📝 —
All fields are saved per month and persist with your data.
Growth Charts
Agency performance trends across all saved months — confirmed revenue only
💧 Revenue River
Where the money flows this month — widths scale to actual amounts
Best Month
—
—
Avg Monthly Revenue
—
across saved months
Revenue Trend
—
vs previous 3 months
Total Net Profit
—
all saved months combined
Revenue vs Costs
Confirmed revenue and total costs month by month
Net Profit by Month
Green = profitable month · Red = loss month
Revenue Growth Rate
Month-over-month change in confirmed revenue (%)
Expense Breakdown
Current month — costs by category
Revenue by Client
Current month — confirmed revenue per client
P&L Summary
All figures converted to display currency — pending payments excluded from calculations
| Line Item | Amount | Notes |
|---|
My Tasks
Personal to-do list — tasks are saved globally across all months
Productivity Heatmap
Team activity patterns — login consistency, hours worked, tasks & responsiveness
Less
More
🟢 Healthy 🟠 Inconsistent 🔴 Concern
Score Trend
Member Breakdown
Employee Risk Analysis
Detected patterns from activity data
Activity Log
All actions performed in this workspace — visible to admins only
Time Tracking
Employee sessions, clock-in records, and screenshots
Select this section to load sessions
Attendance
Track daily sign-ins and manage employee attendance records
Trash
Deleted items are kept here for 30 days — restore or permanently delete them