Dashboard
Good morning.
Everything at a glance — clients, revenue, and what needs doing today.
Active clients
0
on a paid plan
MRR
£0
monthly recurring
In onboarding
0
new clients setting up
Renewals this month
0
no renewals due
Open tasks
0
across all clients
Upcoming renewals
View all →
No renewals in the next 30 days
Priority tasks
All tasks →
Content due this week
Content tab →
No content deadlines logged
Work
Tasks
Everything that needs doing. Prioritised, assigned, and tracked.
Add a task
Open tasks
Clear done
Clients
All clients
Pulled from your live signups, portal users, and Stripe-linked records. No demo entries.
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Active
0
currently live
Paused
0
temporarily on hold
Inactive
0
past due or cancelled
Signups
0
incomplete, not fully live
Active clients
| Practice | Plan | Next billing | Contact | Portal | Details |
|---|
Paused or inactive clients
| Practice | Status | Plan | Updated | Contact | Details |
|---|
Incomplete signups
| Practice | Status | Plan | Signed up | Contact | Details |
|---|
Clients
Setup queue
Kept deliberately light. New signups sit here until their workspace is live.
No clients currently waiting for setup.
Sales
Pipeline
Track leads from first contact to signed client.
Work
Content tracker
Track real clients and whether their content is up to date, waiting for approval, or needs action.
Client-linked content tracking is ready.
Clients tracked
0
live and pending accounts
Up to date
0
no action needed
Awaiting approval
0
waiting on client sign-off
Needs attention
0
drafting or follow-up needed
| Client | Plan | Account | Content status | Planable | Notes |
|---|
Work
Client assets
Everything uploaded from client workspaces, grouped by client and pulled directly from Cloudinary.
Assets tracked
0
all Cloudinary client uploads
Clients represented
0
grouped by client name
Last upload
—
most recent asset added
Storage
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Cloudinary connection
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No asset data loaded yet.
Finance
Revenue
MRR, plan breakdown, and monthly trajectory.
Current MRR
£0
0 active clients
ARR (projected)
£0
× 12
Avg. revenue/client
£0
per month
At-risk MRR
£0
paused or overdue
Plan breakdown
MRR trend (last 6 months)
Log each month's MRR below to track growth.
All paying clients
| Practice | Plan | Monthly fee | Status | Next billing |
|---|