Overview
Your agency at a glance
Revenue collected Last 6 months
Payments received across all clients.
Pipeline
Where every active project stands.
Recent activity
The latest movement across your clients.
Needs attention
Nothing here should sit for long.
| Client | Project | Stage | Payment | Balance | Portal |
|---|
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Client & project
Timeline
Payment
Project total–
Paid–
Balance–
Status–
Monthly after delivery–
Documents · one click
Service agreement–
Invoice–
Welcome doc–
| Client | Invoice No | Total | Paid | Balance | Status |
|---|
Recently generated
| Document | Client | Number | Date | Open |
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AI provider
Connect your own AI key. It's stored securely on the server and never shown here again — change it or the model anytime, like n8n.