Overview

Welcome to your dashboard. Track your key metrics and manage your business data.

Action Items Require Attention

Loading alerts...

Total Revenue

—

MRR/ARR

—

Cash on Hand

—

Gross Margin %

—

New Customers

0

Low-stock Count

0
—

Revenue Trend

Track revenue performance over time

Revenue
Target

Top Products LIVE

Performance by revenue & volume

Total Rev—
Total Qty—
Top Share—

No products yet

Cash Runway Forecast

30/90 day projection with major outflows and scenario planning

Current Runway 0 months Calculating…
Burn Rate $0/month Calculating…
Conservative
Current Trend
Optimistic

Sales Dashboard

Monthly Revenue

—

Total sales this month

Active Deals

0

Opportunities in pipeline

Conversion Rate

0%

Lead to customer ratio

Forecast

—

Expected this quarter

Pipeline Overview

Potential customers and initial contacts
Lead
0
$0
Qualified prospects with confirmed needs
Qualified
0
$0
Proposals sent and under review
Proposal
0
$0
Active negotiations and final discussions
Negotiation
0
$0
Successfully closed deals
Closed Won
0
$0

Deal Pipeline

Lead

3
+ Add Deal

Qualified

2
+ Add Deal

Proposal

2
+ Add Deal

Negotiation

1
+ Add Deal

Closed

3
+ Add Deal

Lost

0
+ Add Deal

Top Opportunities

Highest value deals requiring attention

Recent Orders & Invoices

Latest sales orders and payment status

0 overdue
$0
Total Value
$0
Paid
$0
Overdue
0%
Collection Rate
Order ID Customer Date Due Date Amount Status Actions
No orders

Finance

Manage financial data, budgets, and accounting information.

Accounting

Core accounting data management modules.

Customer Management

Add and edit customer records and manage accounts

Open Customers

Sales Management

Create sales invoices and manage sales operations

Open Sales

Debt Management

Manage and track customer receivables and company payables

Open Debts

Outstanding Vendor

Enter & track vendor bills for Accounts Payable aging

Record Bills

Projects

Manage project portfolios, timelines, and team collaboration.

Inventory

Track stock levels, manage suppliers, and monitor inventory turnover.

Calculations

Perform business calculations, formulas, and mathematical modeling.

🧮

Calculations Center

This section will provide calculation tools, formulas, and mathematical analysis features.

Employees

Manage employee records, roles, payroll & absences.

Prototype v2 — cards + modal + absence tracking (local only).

Settings

Configure application preferences, user management, and system settings.

🔗 Account Management

Payment Reminders

Smart automation & manual follow-ups to reduce overdue receivables.

Sent (30d)

0
0 / day

Upcoming (7d)

0
Due soon

Failed

0
0%

Avg Amount

$0
$0 total

Automation Settings

Channel Status
Email: Checking...

Message Templates

Upcoming Due Payments

Dispatch Queue

Sale/Ref Client Due Amount Method Status Next Attempt Attempts Action

Sent Reminders Log

Sent At Client Type Sale/Ref Due Date Amount Method Status Details