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Creative & Project-Based demo

Full revenue, workload, and automation view

Project Board: 81% on timeDeliverable Approvals: 6 approvalsRetainer Budget: 34% margin

Welcome to your Creative & Project-Based workspace

Financial, operational, and automation activity across the business.

Revenue YTD

$21,600

+20%vs last period

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

Guided Workflow

0/6

Role View

Project Board: 81% on time
Deliverable Approvals: 6 approvals
Retainer Budget: 34% margin

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