Dashboard
Overview of your business metrics
This month
Monthly Revenue
Invoice Status
Upcoming Deadlines
Clients
Manage your client relationships
| Name | Company | Phone | Status |
|---|
Projects
Track your active and completed projects
| Project | Client | Type | Budget | Deadline | Status |
|---|
Invoices
Manage billing and payments
| # | Client | Amount | Issued | Due | Status |
|---|
Tasks
Kanban board for task management
T
To Do
P
In Progress
D
Done
Time Tracking
Log hours worked on projects
| Date | Project | Task | Description | Hours | Rate | Total |
|---|
Calendar
Deadlines, meetings, and events
Events
Files
Client documents and assets
| File | Project | Client | Size | Date |
|---|
Expenses
Track business expenses
| Description | Category | Amount | Date | Project |
|---|
Quotations
Proposals and quotes — convert to project when approved
| Title | Client | Amount | Valid Until | Status |
|---|
Contracts
Service agreements and legal documents
| Title | Client | Project | Status | Signed |
|---|
Timeline
Visual project schedule — projects, tasks, invoice deadlines
Projects
Tasks
Invoice Due
Reports
Business intelligence and analytics
Revenue by Project
Expenses by Category
Monthly Trend
Settings
System settings, user management, and preferences.