Creative & Project-Based demo
Owner viewFull 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
0/6Role View
Project Board: 81% on time
Deliverable Approvals: 6 approvals
Retainer Budget: 34% margin