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Command Overview
Live snapshot across all modules —
Invoice
Client
Deal
Project
Active Projects
6
$335K total budget
Pipeline Value
$117K
5 open deals (weighted)
Team Utilization
36%
avg across all engineers
Outstanding
$101K
1 overdue
Active Clients
6
under active contract
Revenue Trend
Last 6 months — collected vs outstanding
Feb
Mar
Collected
Outstanding
Pipeline Funnel
Active deals by stage
Discovery
3
$220K
Proposal
2
$123K
Won
2
$150K
Project Health
Breakdown of active projects by health status
6
projects
On Track
4
67%
At Risk
1
17%
Critical
1
17%
Recent Activity
last 20 actions
🧾
Updated
Payment recorded
invoice · $20000.00
by Awais
Jul 16
💼
Updated
RetailPro Global
deal · stage: discovery
by Awais
Jun 29
💼
Updated
RetailPro Global
deal · stage: proposal
by Awais
Jun 29
🤝
Created
SABDULLAHOME
client ·
by Awais
Jun 10
📊
Created
AI Chatbot Platform
project ·
by Awais
May 21
📊
Updated
E-Commerce Revamp
project · completion: 75%
by Hassan
May 21
💼
Created
TechCorp AI Integration
deal · $$120,000
by Awais
May 21
💼
Updated
RetailMax Analytics
deal · stage: proposal
by Sara
May 21
🧾
Created
INV-0001
invoice · $$25,000
by Awais
May 20
🧾
Updated
INV-0002
invoice · status: sent
by Hassan
May 20
🤝
Created
TechCorp Solutions
client ·
by Awais
May 20
🤝
Updated
Global Retail Inc
client · contract_status: active
by Sara
May 20
💼
Deleted
Old Prospect LLC
deal · archived
by Awais
May 19
📊
Created
Mobile App Redesign
project ·
by Hassan
May 19
📊
Updated
AI Chatbot Platform
project · budget_spent: $18K
by Awais
May 19
💼
Created
FinServ Dashboard
deal · $$85,000
by Sara
May 18
🧾
Updated
INV-0001
invoice · status: paid
by Awais
May 18
🤝
Created
FinServ Partners
client ·
by Sara
May 18
💼
Updated
TechCorp AI Integration
deal · stage: negotiation
by Awais
May 17
👤
Created
Ahmed Khan
team_member ·
by Awais
May 17
Create Invoice
Client
No client
EduPath Learning Inc
FinTrust Capital Partners
LogiFlow Systems
Meridian Real Estate Group
NovaCare Health Systems
SABDULLAHOME
TechVision Analytics
PeakMed Diagnostics
RetailEdge Commerce
Issue Date
Payment Terms
Net 30
Net 15
Net 45
Net 60
Tax Rate %
Notes
Cancel
Create Invoice