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Financial overview

Dashboard

Your business at a glance. See open invoices, outstanding revenue, and your next upcoming production — all without opening a spreadsheet.

Financial overview

Dashboard

01

Check your KPIs

The top of the Dashboard shows your key numbers: secured revenue, outstanding invoices, and what is already paid — for the current year.

02

Next Production

The Next Production card highlights your nearest confirmed or active job so you always know what is coming up.

03

Outstanding Invoices

Open invoices are listed below the KPIs. See which clients owe you money and when payment is due.

04

Option Follow-ups

Jobs in Option status that need a follow-up are surfaced automatically. Nothing slips through the cracks.

05

Quick Actions

Create a new job, jump to the Pipeline, or open the Archive directly from the Dashboard.

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Agency OS — Web and Mobile