Clients Dashboard

Your central command center for managing clients, projects, revenue, and team activity — everything you need to run your business at a glance.

Key Features

• KPI Stats Bar: Live counts for total accounts, active clients, prospects, active projects, pipeline value, and total revenue collected.
• Active Projects Timeline: Visual timeline and list of up to 20 in-progress projects showing status, priority, client name, and key dates. Click any project to open its full detail view.
• Revenue Trend Chart: Bar chart of collected revenue over the past 6 months, with a badge showing how this month compares to last month.
• Annual Revenue Chart: Full-year revenue summary showing monthly totals for the current year at a glance.
• Pipeline Funnel: Breakdown of open projects by stage — Proposed, Contracted, Planning, In Production, On Hold — with project counts and estimated values per stage.
• Today's Appointments: All appointments scheduled for today, shown with time and linked client.
• Quote Win Rate (90 days): Track how many quotes were sent, accepted, and declined over the last 90 days, along with total accepted value.
• This Week's Activity: Summary of calls made, emails sent, meetings held, and tasks completed since Monday.
• Upcoming Events: Project events and milestones due in the next 14 days, sorted by date. Links to the full Calendar view.
• Recent Activity Feed: A live log of the latest 15 actions across all your accounts and projects — notes, calls, emails, status changes, and more.
• Overdue Invoices: An alert panel (shown only when needed) listing past-due invoices with the client name, amount, and due date.
• Tasks & Follow-ups: All pending tasks, follow-up reminders, scheduled calls, and meetings that still need attention.
• Budget Status: For projects with set budgets or revenue targets, see at a glance whether spending and income are on track, under, or over for the current month.
• Expiring Contracts: Active contracts expiring within 30 days, so you can renew or follow up in time.
• Recently Active Accounts: The 5 accounts with the most recent activity, for quick access.

How to Use

1. Open the Clients Dashboard from the main menu.
2. Review your KPI stats at the top — they update every time the page loads.
3. Scroll down to check your active projects and pipeline. Click any project row to see full details.
4. Check the Overdue Invoices panel if it appears — these need immediate attention.
5. Review Tasks & Follow-ups to see what actions are due.
6. Use the top-right buttons to jump directly to Accounts, Projects, Pipeline board, or Reports.

Importing Contacts

Click the Import button at the top right to bring contacts into the system from a CSV file.

1. Upload your CSV file.
2. Map each column to the correct contact field (name, email, phone, company, etc.).
3. Optionally enable Update existing contacts to avoid duplicates (matched by email).
4. Add tags to all imported contacts if needed.
5. Click Import to complete the process.

Tips

• The Overdue Invoices and Expiring Contracts panels only appear when there is something to show — a clean dashboard means you're up to date.
• Click Pipeline in the top bar to see your project pipeline as a drag-and-drop Kanban board.
• Click Reports for detailed revenue and performance breakdowns over custom date ranges.
• Click Calendar in the Upcoming Events panel to see all scheduled project events in a full calendar view.