Dashboard
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Welcome Back, Admin! ๐Ÿ‘‹
Here's what's happening with your agency today
โ†‘ 12%
Service Revenue
โ‚น45,231
vs โ‚น40,350 last month
โ†‘ 8%
Product Sales
โ‚น12,450
vs โ‚น11,528 last month
New
Active Projects
12
4 starting this week
+3 New
Total Clients
48
3 new this month
Revenue Trend
Monthly performance overview
Quick Stats
Conversion Rate 32.5%
Avg Order Value โ‚น0
Client Retention 94.2%
Monthly Target 89.3%
Pending Invoices โ‚น0
Overdue Invoices 0
Recent Clients
ClientStatusRevenue
Project Pipeline
Pending Tasks
Upcoming Events
Recent Payments
Overdue Invoices
Expense Breakdown
Clients
Manage your client relationships
ClientCompanyEmailPhoneServicesStatusRevenueActions
Quotations
Create and track proposals
All
Draft
Sent
Accepted
#ClientServicesAmountCreatedValid UntilStatusActions
Services
Your service catalog
Service Orders
Project management board
Invoices
Billing and payments
Total Invoiced
โ‚น0
All time
Paid
โ‚น0
Collected
Pending
โ‚น0
Awaiting payment
Overdue
โ‚น0
Past due date
Invoice #ClientIssue DateDue DateAmountGSTTotalStatusActions
Team
Manage your agency team
Analytics
Total Revenue (YTD)
โ‚น6.8L
โ†‘ 24% vs last year
New Clients (YTD)
34
โ†‘ 18% vs last year
Projects Delivered
87
96% on time
Avg. Satisfaction
4.8โ˜…
Based on 62 reviews
Monthly Revenue
Revenue by Service
Client Acquisition Trend
Tasks
Manage your daily to-dos
Total Tasks
0
Completed
0
Overdue
0
All Tasks
By Priority
Payments
Full payment ledger โ€” receipts, advances & balances
Total Received
โ‚น0
This Month
โ‚น0
Transactions
0
Avg Payment
โ‚น0
Advances Paid
โ‚น0
Full Payments
โ‚น0
Search Client
Invoice #
Payment Type
Receipt #DateClientInvoiceAmount / BalanceTypeMethodReferenceActions
Calendar
Deadlines, meetings & follow-ups
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming Events
Reports
P&L Statement
GST Report
Client Revenue
Total Revenue
โ‚น0
Total Expenses
โ‚น0
Gross Profit
โ‚น0
Profit Margin
0%
Monthly P&L
Revenue vs Expenses
Total Taxable
โ‚น0
CGST Collected
โ‚น0
SGST Collected
โ‚น0
IGST Collected
โ‚น0
GST Invoice-wise Breakdown
InvoiceClientGSTINTaxableCGSTSGSTIGSTTotal Tax
Revenue by Client
ClientInvoicesSubtotalTaxTotal BilledPaidOutstanding
Settings
Manage your agency preferences and configuration
Business Profile
Your agency's public information
Verified
Basic Information
Business Name
Business Type
Tagline / Slogan
Primary Email
Support Email
Phone
WhatsApp
Website
About / Description
Address
Address Line 1
City
State
PIN Code
Country
Logo & Branding
A
Click to upload logo
PNG, JPG or SVG ยท Max 2MB
Brand Primary Color
Brand Accent Color
Social Media
LinkedIn
๐Ÿ”—
Instagram
๐Ÿ“ธ
Twitter / X
๐Ÿฆ
Facebook
๐Ÿ‘ฅ
Billing & Tax
Invoice settings, GST, bank details
Invoice Configuration
Currency
Invoice Prefix
Starting Number
Payment Terms (days)
Late Fee (% per month)
Invoice Footer Note
Payment Methods Accepted
Bank Details
Bank Name
Account Number
IFSC Code
Account Holder
Account Type
UPI ID
GST / Tax Configuration
โœ“ GST Registered Business
Invoices will include GST breakdowns automatically
GSTIN Number
CGST (%)
SGST (%)
IGST (%) โ€” Interstate
Apply GST by default
Add GST on all new invoices
Show tax breakdown
Show CGST/SGST split on invoice
Prices inclusive of tax
Tax included in listed price
Quotation Settings
Quote Prefix
Validity (days)
Default Discount (%)
Quote Footer
Notifications
Control when and how you're notified
๐Ÿ“ง Email Notifications
๐Ÿ“ฑ In-App Notifications
๐Ÿ’ฌ WhatsApp / SMS Alerts
Enable WhatsApp Alerts
Send notifications via WhatsApp
WhatsApp Number
SMS Provider
API Key
๐Ÿ• Notification Schedule
Quiet Hours Start
Quiet Hours End
Weekend notifications
Daily digest email (9 AM)
Security
Password, 2FA and session management
๐Ÿ”‘ Change Password
Current Password
New Password
Confirm New Password
Min 8 chars ยท Uppercase ยท Number ยท Special character
โš™๏ธ Security Preferences
Auto-logout after 30 min
Inactivity timeout
Login email alerts
Alert on new login
IP restriction
Whitelist specific IPs
๐Ÿ” Two-Factor Authentication
๐Ÿ“ฑ
Authenticator App
Google Auth or Authy
๐Ÿ“ง
Email OTP
Code sent to your email
๐Ÿ’ป Active Sessions
๐Ÿ“‹ Login History
Team & Access
Role permissions and member invitations
Role Permissions
RoleClientsInvoicesOrdersTeamSettingsAnalyticsMembers
Invite New Member
Email Address
Role
Department
Integrations
Connect your favourite tools and services
Appearance
Theme, fonts and layout preferences
๐ŸŽจ Theme
Dark Mode
โ— Active
Light Mode
Coming soon
Accent Color
๐Ÿ”ค Typography & Size
Interface Font
Base Font Size
๐Ÿ“ Layout & Display
Sidebar Width
Compact mode
Animations enabled
๐Ÿ“… Date & Time
Date Format
Time Format
Timezone
๐Ÿ“Š Dashboard Widgets
Email Templates
Customise your automated email messages
Template Library
Edit Template Invoice Sent
Subject Line
Email Body
Available Variables
{{client_name}} {{invoice_number}} {{invoice_amount}} {{due_date}} {{business_name}}
Backup & Data
Export, import and backup your data
๐Ÿ’พ Data Backup
โœ…
LAST BACKUP
Today, 06:00 AM
Auto backup ยท 24.6 MB
Auto Backup
Daily at 6:00 AM
Cloud Backup
Sync to Google Drive
Frequency
Retain For
๐Ÿ“ค Export Data
๐Ÿ“‹ Clients (CSV)
๐Ÿงพ Invoices (PDF)
๐Ÿ“Š Analytics Report
๐Ÿ’พ Full Data (JSON)
๐Ÿ“ฅ Import Data
๐Ÿ“‚
Drop file or click to upload
CSV, JSON, XLSX supported
Import Type
โš ๏ธ Danger Zone
Clear All Invoices
Cannot be undone
Reset All Data
Wipe everything
Delete Account
Remove workspace permanently