๐ Cashflow Line Chart
Daily revenue and daily net profit for the current month.
๐๏ธ Daily Profit / Loss Calendar
Every day result this month.
๐จ Action Center
What needs your attention first.
๐ฏ Business Objectives
Monthly objectives
๐ Seller Leaderboard
Ranked by closed revenue, won sales and conversion.
๐ Next 7 Days
Tasks, deadlines and lead follow-ups.
Clients
Each client can have an unlimited service package with a custom price for every service.
| Name | Company | Phone | Status | Services Package | Package Price | Project LTV |
|---|
Leads / CRM
From first contact to closed client
| Lead | Source | Service | Seller | Value | Stage | Next Follow-up |
|---|
Projects
Delivery, deadlines and client payments
| Project | Client | Service | Total | Paid | Due | Status | Deadline |
|---|
Employees / Team
Compensation, goals and performance
| Employee | Role | Phone | Salary | Commission | Revenue Goal | Tasks Goal | Projects Goal | Performance | Status |
|---|
Tasks
Daily execution and accountability
| Task | Assignee | Project | Priority | Due Date | Status |
|---|
๐๏ธ Monthly Calendar
Tasks, project deadlines and lead follow-ups in one operational calendar
๐ Yearly Calendar
12-month business planning overview with workload indicators
Finance
Cash, revenue, expenses, team payouts, and multi-service packages.
| Date | Type | Category | Service Pack | Description | Client / Project | Amount |
|---|
๐ฆ Services Intelligence
Find which services truly make the most money using paid project revenue, costs, leads, and conversions.
๐ Top Services by Net Profit
Highest real profit after attributed costs.
๐ Top Services by Orders
Most frequently sold services. Each Income Service Pack counts as an order.
| # | Service | Base Price | Leads | Won | Conversion | Projects | Revenue Received | Costs + Team | Net Profit | Margin | Receivables | Status |
|---|
Reports
Management overview for decisions
Monthly P&L
Revenue, costs and net result by month
| Month | Revenue | Expenses | Team | Net |
|---|
Settings
Business identity, goals, data safety, and team access.
Business Settings
Main configuration
Backup & Restore
Keep your data secure
Recommended: make a backup every week or after important updates.