1. Dashboard Overview
The dashboard provides a high-level overview of your agency's activity, including upcoming meetings, recent engagement (emails/SMS/CRM accounts), payment status (draft, overdue, paid), and sales trends.
• Upcoming Meetings: Quickly see meetings scheduled for today and tomorrow, plus total bookings for the current and previous month.
• Engagement Activity (Last 7 days): Track recent outreach, currently showing Manual Emails and Manual SMS sent. This section also displays the number of Free and Paid CRM Accounts ("Boss accounts") you have activated/sold recently. More engagement metrics will be added in the future.
• Payments: View key payment statuses at a glance:
o Draft: Total amount of invoices currently in draft status.
o Overdue: Total amount of overdue invoices.
o Paid Amount: Total amount paid based on the selected time filter.
• Sales Trend: A visual graph showing sales trends over time. You can filter this view by:
o Last Month
o Last Week
o Last 7 days (Default)
o Last 24h
