Total Leads
—
Pipeline active →
Proposals Sent
—
View proposals →
Replied (Negotiating)
—
View replied leads →
Win Rate
—
Proposals accepted
Open Pipeline
—
Sent, awaiting reply
Quick Actions
Recent Replies
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Conversion Funnel
—
Leads
—
Proposals
—
—
Negotiating
—
—
Won
—
Leads Pipeline
| Name | Company | Industry | Service Interest | Status | Reply | Score | Actions |
|---|---|---|---|---|---|---|---|
| Click Search or Refresh to load leads | |||||||
Proposals
| Title | Service | Status | Created | Valid Until | Actions |
|---|---|---|---|---|---|
| Click Refresh to load proposals | |||||
Active Clients
—
Current
Monthly MRR
—
Retainer revenue
Retainer Clients
—
On retainer
Avg Retainer
—
Per client
Clients
| Company | Primary Contact | Tier | Engagement | MRR | Contract Value | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading clients... | |||||||
Active Projects
—
In flight
Total Contract Value
—
All active
Hours Logged
—
vs contracted
Due This Month
—
Deadlines
Projects
| Project | Client | Service | Status | Value | Hours | End Date | Actions |
|---|---|---|---|---|---|---|---|
| Loading projects... | |||||||
Outstanding
—
Awaiting payment
Paid MTD
—
This month
Overdue
—
Past due date
Total Invoiced
—
All time
Invoices
| Invoice # | Client | Project | Total | Amount Due | Status | Issue Date | Due Date | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading invoices... | ||||||||
Total Items
—
All content
Published
—
Live
In Draft
—
Being written
Scheduled
—
Upcoming
Content Calendar
| Title | Type | Pillar | Status | Target Date | Published | Actions |
|---|---|---|---|---|---|---|
| Click Refresh to load content | ||||||
Total Campaigns
—
All time
Active
—
Running now
Total Sent
—
All campaigns
Avg Open Rate
—
Across campaigns
Email Campaigns
| Name | Type | Audience | Status | Sent | Open Rate | Reply Rate | Date | Actions |
|---|---|---|---|---|---|---|---|---|
| Click Refresh to load campaigns | ||||||||
Reports & KPIs
Live metrics computed from your pipeline data
Total Leads
—
This month: —
Proposals Sent
—
Won: —
Win Rate
—
Accepted / Sent
Active Campaigns
—
Emails sent: —
Content Items
—
Published: —
Open Pipeline
—
Sent + Viewed proposals
Conversion Funnel
—
Leads
›
—
Proposals
—%
›
—
Negotiating
—%
›
—
Won
—%
Lead Breakdown
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AI Summary
Hit Generate AI Summary to get an executive briefing on your pipeline health and opportunities.
Recent Leads
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Settings
Company profile, campaign defaults, and integration status
Company Profile
Campaign Defaults
Integration Status
API Server
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Supabase
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Resend (Email)
Unknown
Claude AI
Unknown
Calendly
Unknown
Dashboard Access
The dashboard password is set via the DASHBOARD_PASSWORD environment variable on the server.
To change the password, update DASHBOARD_PASSWORD in your VPS .env file and restart the container.