Workspace

Business Dashboard

Today's snapshot across your clients, invoices, tasks and automations.

Admin
๐Ÿ‘ฅ
Total Clients
0
๐Ÿ’ผ
Total Projects
0
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Tasks Due Today
0
๐Ÿ’ฐ
Unpaid Invoices
0
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Active Tasks
0

AI Actions:

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Key metrics

Revenue, workload and business health overview

๐Ÿ’ฐ
Revenue
โ‚ฌ 0
+12% from last month
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Open invoices
โ‚ฌ 0
3 overdue
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Active clients
0
2 new this week
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Tasks today
โ€”
4 completed
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Recent Events

Important activities and notifications from your workspace

Live
Invoice #INV-1045 is overdue
Atlas Labs โ€ข Due 3 days ago โ€ข โ‚ฌ4,200
12 minutes ago
Payment received from River & Co
Invoice #INV-1044 โ€ข โ‚ฌ1,800
2 hours ago
โœ“ Paid
New task: "Prep onboarding doc"
Assigned to Mara โ€ข Due today
4 hours ago
Project moved to delivery
Nova Analytics โ€ข โ‚ฌ18k value
1 day ago
In Progress
โšก
Quick Actions

Frequently used operations

Key metrics

Quick view of revenue, open invoices and current workload.

Last 30 days
Billed (30d)
โ‚ฌ 0
Based on paid invoices
Open invoices
โ‚ฌ 0
Sent & overdue
Active clients
0
From Supabase CRM
Tasks today
โ€”
Linked to projects
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Recent Invoices

Latest billing activity and payment status

Atlas Labs
โ‚ฌ4,200
Overdue
3 days ago
River & Co
โ‚ฌ1,800
Paid
2 hours ago
Nova Analytics
โ‚ฌ2,400
Sent
5 days ago
๐Ÿš€
Project Pipeline

Active projects and sales opportunities

Leads 2
Umbrella Corp
โ‚ฌ12k
In Progress 3
Atlas Labs
โ‚ฌ9.5k
Ongoing 1
Helio Solar
โ‚ฌ6.1k
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Active Tasks

Today's priorities and upcoming deliverables

Send SOW to Atlas Labs
Due today โ€ข Assigned to Mara
In Progress
Review invoice NW-104
Due tomorrow โ€ข Assigned to Jules
Todo
Prep onboarding for Lumen
Due Friday โ€ข Assigned to Sam
Todo