Revenue Overview
Monthly business performance
Today & Follow-ups
Actions that need attention
Recent Clients
Latest active accounts
Open Tasks
Work in progress
| Lead | Business | Source | Service | Status | Follow-up | Value | Action |
|---|
| Client | Services | Package | Status | Payment | Renewal | Action |
|---|
| Service | Category | Standard Price | Billing | Status | Description | Action |
|---|
| Project | Client | Assigned | Deadline | Priority | Status | Action |
|---|
| Task | Client | Project | Assigned | Due | Priority | Status | Action |
|---|
| Invoice | Client | Amount | Paid | Balance | Due Date | Status | Action |
|---|
| Date | Invoice | Client | Amount | Mode | Action |
|---|
| Date | Client | Category | Description | Amount | Mode | Action |
|---|
| Campaign | Client | Platform | Spend | Leads | Sales | Revenue | ROAS | Action |
|---|
Monthly Revenue
Current business trend
Service Revenue
Client Profitability
Revenue received minus client-linked expenses.
| Client | Revenue | Expense | Profit | Margin |
|---|
Business Information
Team
Team members and responsibility.
Cloud Database
Production database connection settings. Local data remains the fallback until connected.
Use only the Supabase anon/public key here. Never put a service-role key in this HTML file.
Data Backup
Protect the current master data before going live.
Backup includes clients, leads, services, projects, tasks, invoices, payments, expenses, campaigns, team and settings.