Revenue
$0 vs. last periodPortfolio value
$2,360,780.00
USD account | Updated 03:23 PM EST
Goals met this quarter
+14%
68%
Operations on track
Live KPIs
Snapshot of your digital business
Active clients
0 vs. targetConversion rate
0% Pipeline healthSupport load
0 Open ticketsAnalytics & reporting
Engagement by practice
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
Source account
EUR 10,360.00 Available balanceDestination account
USD 0.00 Pending approvalWork queues
Deployments & builds
Employees
Delivery network
Alerts
Ops guard
-
Security New MFA policy rolled outResolved
-
Hosting Backup lag detected in DC-02Investigating
-
Finance CAD invoice batch exportedQueued
01
Overview & Insights
Home dashboardKPI 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
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