Role: guest

Portfolio value

$2,360,780.00

USD account | Updated 03:23 PM EST

Pending transfers 348
Total transactions 2,892
Monthly change +12.4%
Avg transaction size $4,720.55

Goals met this quarter

+14%
68% Operations on track

Live KPIs

Snapshot of your digital business

Revenue

$0 vs. last period

Active clients

0 vs. target

Conversion rate

0% Pipeline health

Support load

0 Open tickets

Analytics & reporting

Engagement by practice

Web & UX
Electrical CAD
Software & Dashboards
Data Center

Trend lines, comparisons, PDF exports, and smart summaries are generated automatically for every range.

Spending overview

Today $5,000 UX Sprint
May 15 $12,800 Data Center
May 31 $48,000 Software Ops

Latest operations

USD Accounts

    Quick operations

    Cross-border transfer

    Work queues

    Deployments & builds

    Live sync

      Employees

      Delivery network

      26 active

        Alerts

        Ops guard

        • Security New MFA policy rolled out
          Resolved
        • Hosting Backup lag detected in DC-02
          Investigating
        • Finance CAD invoice batch exported
          Queued

        01

        Overview & Insights

        Home dashboard

        KPI Summary

        • Revenue and digital sales velocity
        • Active clients and conversion flow
        • Project states with health meters
        • Support ticket load + SLA

        Quick Signals

        • Trend sparks & upcoming alerts
        • Recent activity + audit log
        • System health + uptime pings
        • Automated notifications

        02

        Analytics & Reporting

        General analytics

        • Real-time charts with period filters
        • Daily / weekly / monthly / quarterly trends
        • Comparisons (MoM, YoY)
        • One-click PDF or spreadsheet exports
        • Custom report builder library

        Advanced analytics

        • Predictive forecasting + AI scoring
        • Risk flags and anomaly detection
        • User and performance heatmaps
        • Smart narrative summaries

        03

        Projects & Tasks

        • Project portfolio with budgets and health meters
        • Kanban boards, Gantt charts, and timeline view
        • Task assignments with due dates + priority
        • Resource allocation and milestone tracking

        04

        Client & User Management

        • CRM-style profiles with billing + subscription state
        • Activity history, communications, and documents
        • Assigned projects, tickets, and onboarding flows
        • Customer support + satisfaction pulse

        05

        Team & Workforce

        • Roles, permissions, and workload balancing
        • Timesheets, attendance, and leave management
        • Performance KPIs and review cycles
        • Payroll + contractor document vault

        06

        Finance & Billing

        Financial dashboard

        • Income vs. expenses, cashflow, P&L pulse
        • Budget templates and approvals

        Invoices | Payments | Expenses

        • Create/send invoices + auto reminders
        • Stripe/PayPal/bank integrations & refunds
        • Receipt uploads + categorized approvals

        07

        Inventory & Assets

        • Products/services registry with stock levels
        • Low-stock alerts, PO management, supplier data
        • Asset warranty dates + depreciation calculator

        08

        Operations & Automations

        • Rule builder (if X happens -> trigger Y)
        • Integrations: Slack, Email, Webhooks, Zapier/Make
        • Visual workflow designer with versioning

        09

        Marketing & Engagement

        • Email marketing cockpit + campaign analytics
        • Lead scoring, landing page performance, SEO pulse
        • Social scheduler with queued + approved posts

        10

        Security & Compliance

        • RBAC, permission manager, and MFA rollouts
        • Audit logs, encryption status, data retention
        • GDPR / PIPEDA compliance checklists

        11

        Communication & Support

        Internal

        • Team chat, channels, announcements
        • Meeting notes + action broadcast

        Client support

        • Ticketing and live chat integrations
        • Knowledge base + FAQ builder

        12

        Documents & Files

        • Secure storage with tagging + folder hierarchy
        • Versioning, sharing permissions, client portals

        13

        Settings & Customization

        • Theme + branding, notifications, custom fields
        • Data import/export, backups, API keys

        14

        AI Assistance

        • Embedded ChatGPT partner for every module
        • Smart task suggestions + AI-generated reports
        • Predictive alerts, AI search, doc analysis

        15

        Mobile Experience

        • Responsive dashboard + offline-ready widgets
        • Push notifications and swipe quick actions

        16

        Admin Controls

        • System overview, user analytics, access logs
        • Custom permission editor + integration registry
        • Data retention + compliance automation

        Site content

        Control public pages directly

        Live sync to website

        Work gallery upload

        About page updates

        Solutions catalog

        Careers postings

        Recent updates

        Queued content pushes

        No updates yet. Submit a form above to stage new content.

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