Clients

Your CRM home base — an at-a-glance view of every account, project, deal, and task across your business.

Key Features

• KPI Summary Bar: Six live counters at the top — Total Accounts, Active Clients, Prospects, Active Projects, Pipeline Value, and Total Revenue — so you always know where you stand.
• Active Projects Timeline: A visual Gantt-style chart showing all in-progress projects across their date ranges. Click any project bar to jump straight to the project detail.
• Revenue Trend: A 6-month bar chart of collected payments with a badge showing how this month compares to last month (e.g. +12% vs last month).
• Pipeline Funnel: A breakdown of your active deals by stage — Lead, Proposal, Contracted, In Progress, On Hold — with project counts and estimated values per stage.
• Today's Appointments: All appointments scheduled for today, listed by time.
• Quote Win Rate: A 90-day scorecard showing how many quotes were accepted, declined, or are still pending, plus your overall win percentage.
• This Week's Activity: A running count of calls made, emails sent, meetings held, and tasks completed since Monday.
• Upcoming Events: Project-linked events happening in the next 14 days, with dates and venue info.
• Recent Activity Feed: A live stream of the last 15 actions across all accounts — calls, emails, notes, payments, status changes, and more.
• Overdue Invoices: An alert card (shown only when needed) listing past-due invoices with days overdue and total amount outstanding.
• Tasks & Follow-ups: Your pending calls, follow-ups, meetings, and tasks. Click the icon on any task to mark it complete without leaving the dashboard.
• Budget Status: For projects with monthly budgets or revenue targets, a progress bar shows whether you're under, on track, or over for the current month.
• Expiring Contracts: Contracts reaching their end date within 30 days appear here as a heads-up (hidden when none are expiring soon).
• Recently Active Accounts: The five accounts with the most recent activity, with type badge (client, prospect, lead) and total revenue.
• Import Contacts: Upload a CSV file to bulk-import contacts. Preview and map your columns before importing, with an option to update existing records matched by email address.

How to Use

1. Open Clients from the sidebar to see your full dashboard.
2. Check the KPI bar at the top for a quick health check of your accounts and pipeline.
3. Review the Timeline to see which projects are active and where they fall in the calendar.
4. Use the Pipeline Funnel to spot where deals are concentrated and click View Board to manage them.
5. Check Tasks & Follow-ups and click the task icon to complete items directly from the dashboard.
6. If the Overdue Invoices card appears, address those accounts promptly.
7. To add contacts in bulk, click Import in the top-right, upload your CSV, map the columns, and confirm.

Tips

• The dashboard updates automatically when you switch sites using the site selector in the top bar.
• Tasks completed here are reflected immediately across the CRM — no need to visit the activities page.
• Use the Pipeline and Reports buttons in the top-right to dive deeper into deal management and analytics.
• The Revenue Trend badge turns red when this month's revenue is below last month — a quick signal to focus on collections.
• Contracts expiring within 7 days show in red; 8–30 days show in amber.