Creative & Project-Based demo
Owner viewWatch margin, retainer burn, milestone approval, and capacity utilization.
Approval queue
Deliverable approval
6 open
Retainer burn
14h left
Welcome to your Creative & Project-Based workspace
Financial, operational, and automation activity across the business.
Owner command view dashboard
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Receivables control
$21,200
Can send reminders, record payments, and void invoices.
Approval queue
2
Estimate approvals convert into invoices, jobs, and tasks.
Automation health
3
Active rules update dashboards and notification trails.
Industry command center
Approval queue
Watch margin, retainer burn, milestone approval, and capacity utilization.
6
Milestone billing waits on client review
6 open
Client review items are holding milestone billing.
14h left
Remaining hours need scope control before renewal.
Ready
Approved files can move into client delivery and invoice release.
Proof packet
Required records before handoff, billing, or client approval.
Revenue YTD
$21,600
Outstanding A/R
$21,200
Active Clients
4
Open Estimates
4
Active Jobs
4
Workflow Pipeline
1
Leads
3
Estimates
3
Invoices
3
Payments
Quick Actions
Recent Activity
Bloom Brand Co estimate approved for Q3 campaign
1 hour ago
LaunchPad App paid final deliverables invoice - $12,000
Yesterday
City Cafe viewed invoice INV-2026-0079
Yesterday
New lead created for Fitness Studio
3 days ago
Urban Realty website contract signed
4 days ago
Interactive Runbook
0/6Milestone billing waits on client review
Role View
Watch margin, retainer burn, milestone approval, and capacity utilization.