Dashboard

+12% vs last month

$17,400

Total Revenue

2 invoices

$8,450

Pending Invoices

3 in progress

3

Active Projects

5 active, 2 leads

8

Total Clients

$3,250 overdue

Okafor Consulting invoice is past due. Follow up needed.

View →

Sales Pipeline

Drag deals between stages — click a column to focus

13 deals$61,900 total
SM

Sarah Mitchell

Mitchell & Co. Law Firm

High

Law Firm Rebrand

$8,5002026-05-15
RebrandPhase 2
MT

Marcus Thompson

Thompson Real Estate

High

Property Listing Platform

$12,0002026-05-30
CRMMap Integration
DO

David Okafor

Okafor Consulting

Medium

AI-Powered Business Site

$6,5002026-05-05
AI ChatbotLaunch Soon
JR

James Rodriguez

Rodriguez Fitness Studio

Low

Monthly Maintenance

$4002026-04-30
MaintenanceActive

Recent Activity

Last 7 days

Mitchell & Co. Law Firm

Client approved wireframes. Moving to design phase.

2026-04-22 · Chad Petersen

Thompson Real Estate

Weekly check-in call. Discussed map integration timeline.

2026-04-26 · Chad Petersen

Okafor Consulting

Sent final invoice for AI site project.

2026-04-20 · Chad Petersen

Chen Bakery

Discovery call — discussed e-commerce needs and timeline.

2026-04-20 · Chad Petersen

Rodriguez Fitness Studio

Completed April maintenance. Site performance is excellent.

2026-04-25 · Chad Petersen

Kim Dental Care

Follow-up call about patient portal requirements.

2026-04-18 · Chad Petersen

Projects at a Glance

View All →
High2026-05-15

Law Firm Rebrand & Website

Mitchell & Co. Law Firm

55%$4,200 / $8,500
High2026-05-30

Property Listing Platform

Thompson Real Estate

70%$7,800 / $12,000
Medium2026-05-05

AI-Powered Business Site

Okafor Consulting

92%$5,800 / $6,500