Monthly recurring revenue
No MRR tracked
Current retainer base across active client relationships. This is the anchor number the rest of the system should protect and grow.
Active clients
No active clients yet
Fresh leads
•••••
Total leads
•••••
Operations Overview
Dashboard
A fast read on recurring revenue, pipeline, billing pressure, and what needs attention next.
Pipeline value
No leads in pipeline yet
Sum of deal values for all leads not closed or archived.
Invoices outstanding
No invoices outstanding
Sum of draft, sent, and overdue invoices including HST. Manage at /invoices.
Subscriptions renewing (30d)
Nothing renewing in 30 days
Active monthly or yearly subscriptions due in the next 30 days will land here.
Clients
No active clients yet
Convert closed-won leads in Sales Funnel to populate this list.
Fresh leads
•••••
Leads currently in the New Lead stage.
Schedule
Calendar
April 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming (next 7 days)
Nothing scheduled in the next 7 days
Fresh leads
Recent New Lead entries
No leads in pipeline yet
This week
Focus stack
Nothing urgent. Good place to pull forward proactive work.