Dashboard
Pipeline Value
--
Won YTD
--
Win Rate
--
Active Projects
--
AR Outstanding
--
Overdue Invoices
--
Billable Hours MTD
--
Overdue Tasks
--
Activity
0Workflow
Deal Workflow
Automation Rules
WHEN Deal fieldChanged → THEN flag + notify
Active · local
WHEN Deal enters → THEN createRecord + notify
Active · local
WHEN Invoice date condition (status=Sent) → THEN setField + escalate
Active · local
WHEN LeaveRequest created → THEN notify
Active · local
WHEN Task date condition (status!=Done) → THEN flag + notify
Active · local
Pipeline
Deals Pipeline
Deals
| ID | title | client | owner | value | probability | expectedClose | stage | Actions |
|---|
Clients
Clients
| ID | name | industry | contactName | tier | status | Actions |
|---|
Retainers
Retainers
| ID | client | monthlyFee | hoursIncluded | startDate | status | Actions |
|---|
Projects
Budget by status
Projects Timeline
Projects
| ID | name | client | projectLead | startDate | endDate | budget | status | Actions |
|---|
Tasks
Tasks Board
Tasks
| ID | title | project | assignee | dueDate | estimatedHours | status | Actions |
|---|
Milestones
Milestones
| ID | name | project | dueDate | deliverable | status | Actions |
|---|
Invoices
Invoices
| ID | client | project | amount | taxAmount | dueDate | status | Actions |
|---|
Invoices
| ID | client | project | amount | dueDate | status | Actions |
|---|
Expenses
Expenses
| ID | employee | project | description | amount | category | status | Actions |
|---|
Vendor Bills
Vendor Bills
| ID | vendor | project | description | amount | dueDate | status | Actions |
|---|
Employees
Employees
| ID | name | role | department | billableRate | status | Actions |
|---|
Timesheets
Timesheets
| ID | employee | project | date | hours | billable | status | Actions |
|---|
Leave
Leave Requests
| ID | employee | type | startDate | endDate | days | status | Actions |
|---|
Vendors
Vendors
| ID | name | specialty | contactName | status | Actions |
|---|
Settings
Data Ownership
Your data lives in this file and your browser. Take it anywhere, any time.
Import from spreadsheets
Drop a CSV exported from Excel, Notion, Smartsheet or Airtable. Columns are matched to fields by name; statuses and links are validated, bad rows are skipped with reasons.