Operations
First-Run Checklist
Complete these steps to start operating smoothly.
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Unbilled Hours (30d)
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Billable time not yet invoiced
Unbilled Amount (30d)
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Estimated from time logs
Outstanding Invoices
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Revenue This Month
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Paid invoices in current month
Invoices This Month
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All created invoices this month
Active Projects
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Projects currently active
New Leads
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Leads awaiting first contact
Billed Hours (30d)
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Invoiced billable time
Billed Amount (30d)
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From invoiced time logs
Revenue Trend
Last 6 months (paid revenue)
Invoice Status
Draft / Sent / Paid / Void
Unbilled vs Billed
Last 30 days grouped weekly
Work Mix
Hours grouped by service type
Top 5 Clients by Unbilled Amount
Where value is currently accumulating
| Client | Unbilled Hours | Unbilled Amount |
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Top 5 Clients by Billed Amount
Invoiced amount in last 30 days
| Client | Billed Hours | Billed Amount |
|---|---|---|
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Latest Activity
Recent workflow and client decisions
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