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
Payment receipts and logs
Total Received
โ‚น0
This Month
โ‚น0
Transactions
0
Avg Payment
โ‚น0
Receipt #DateClientInvoice #AmountMethodReferenceActions
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
Business Profile
Billing & Tax
Notifications
Security
Team & Access
Integrations
Appearance
Email Templates
Backup & Data
Business Information
Verified
Business Name
Business Type
Tagline / Slogan
Primary Email
Support Email
Phone
WhatsApp
Website
Address Line 1
City
State
PIN Code
Country
About / Description
Logo & Branding
A
Click to upload logo
PNG, JPG or SVG ยท Max 2MB
Brand Primary Color
Brand Accent Color
Social Media
LinkedIn
Instagram
Twitter / X
Facebook
Invoice Configuration
Currency
Invoice Prefix
Starting Number
Payment Terms (days)
Late Fee (%)
Invoice Footer Note
Payment Methods Accepted
Bank Details
Bank Name
Account Number
IFSC Code
Account Holder
Account Type
UPI ID
Tax Configuration
GST Number
CGST (%)
SGST (%)
IGST (%) โ€” Interstate
Apply GST by default on invoices
Show tax breakdown on invoice
Prices inclusive of tax
Quotation Settings
Quote Prefix
Validity (days)
Default Discount (%)
Quote Footer Message
Auto-send quote via email
Email Notifications
In-App Notifications
WhatsApp / SMS Alerts
Enable WhatsApp Alerts
Send notifications via WhatsApp
WhatsApp Number
SMS Provider
API Key
Notification Schedule
Quiet Hours Start
Quiet Hours End
Weekend notifications
Daily digest email
Digest Time
Change Password
Current Password
New Password
Confirm New Password
Password must be at least 8 characters, include uppercase, lowercase, a number, and a special character.
Two-Factor Authentication
Authenticator App
Use Google Auth or Authy
Email OTP
Send code to your email
Active Sessions
Login History
Security Preferences
Auto logout after inactivity
After 30 minutes
Login email alerts
Alert on new login
IP restriction
Whitelist specific IPs
Role Permissions
RoleClientsInvoicesOrdersTeamSettingsAnalyticsMembers
Invite New Member
Email Address
Role
Department
Theme
Dark Mode
Light Mode
Accent Color
Layout & Display
Sidebar Width
Compact mode
Animations enabled
Show section labels in sidebar
Typography
Interface Font
Base Font Size
Dashboard Widgets
Choose which widgets appear on your dashboard
Date & Time
Date Format
Time Format
Timezone
Template Library
Edit Template
Invoice Sent
Subject Line
Email Body
Available Variables
{{client_name}} {{invoice_number}} {{invoice_amount}} {{due_date}} {{business_name}} {{business_phone}}
Data Backup
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
Backup Frequency
Retain Backups For
Export Data
Clients (CSV)
Invoices (PDF)
Analytics Report
Full Data Dump (JSON)
Import Data
Drop file or click to upload
CSV, JSON, XLSX supported
Import Type
Skip duplicates
Danger Zone
Clear All Invoices
This cannot be undone
Reset All Data
Wipe everything and start fresh
Delete Account
Permanently remove your workspace