Overview
Welcome back - here's what's happening today.
Finish setting up your workspace
Total revenue
$84,290
Active users
2,481
Open tickets
37
Conversion rate
3.8%
Revenue trend
Traffic sources
Organic
Referral
Social
Direct
Weekly visits
Recent activity
-
SM
Sara Malik closed deal #1042
12 minutes ago -
DO
Daniel Osei invited 2 teammates
1 hour ago -
LF
Lena Fischer moved 3 tasks to Done
Yesterday
Analytics
Spend, budget, and savings across the org.
Monthly spend
$15,420
↓ 3.4% vs last month
Budget remaining
$9,880
Projected savings
$4,120
↑ 8.1% vs last month
Spend vs. budget
Last 12 months
Actual spend
Budgeted
Budget allocation
Payroll
Marketing
Infra
Other
Users
Everyone with access to this workspace.
| Name ↕ | Role ↕ | Status ↕ | Last active ↕ |
|---|
Calendar
Team schedule at a glance.
Projects
Drag a card to update its status.
To Do
0Redesign onboarding flow
Migrate billing to Stripe
In Progress
0Write Q3 report
Review
0Fix mobile nav overlap
Done
0Ship dark mode
Set up CI pipeline
Revenue
Recurring revenue, plan mix, and churn.
MRR
$24,180
↑ 6.2%ARR
$290,160
↑ 6.2%Churn rate
1.8%
↓ 0.3ptLTV
$1,940
↑ 4.1%MRR growth
Last 12 monthsRevenue by plan
Enterprise
Growth
Starter
Tasks
Your personal to-do list across every project.
Invoices
$14,220 outstanding across 3 open invoices.
| Invoice | Client | Amount | Due date | Status | |
|---|---|---|---|---|---|
| #1042 | Harbor Retail | $3,200 | Jul 10 | Overdue | |
| #1043 | Northwind Co | $1,850 | Jul 24 | Pending | |
| #1044 | Sable & Co | $4,600 | Jul 28 | Pending | |
| #1039 | Ledgerly | $2,900 | Jun 30 | Paid |
Payments
Payout methods and recent transactions.
CardDefault
•••• •••• •••• 4831
Sara MalikExp 09/28
Card
•••• •••• •••• 7712
Sara MalikExp 02/27
Payout schedule
Next payout $8,420 on Aug 1
Recent transactions
| Date | Description | Amount | Status |
|---|---|---|---|
| Jul 14 | Payout to bank ••4831 | -$6,180 | Completed |
| Jul 12 | Northwind Co - invoice #1043 | +$1,850 | Completed |
| Jul 9 | Refund - Sable & Co | -$220 | Processing |
| Jul 3 | Ledgerly - invoice #1039 | +$2,900 | Completed |
Billing & Subscription
You're on the Growth plan, renewing Aug 1.
Starter
$19 /mo
- Up to 5 members
- 10 active projects
Current plan
Growth
$49 /mo
- Up to 25 members
- Unlimited projects
- Priority support
Team members
14 / 25 usedStorage
42 GB / 100 GB usedInvoice history
| Invoice | Date | Amount | Status | |
|---|---|---|---|---|
| #INV-0091 | Jul 1, 2026 | $49.00 | Paid | |
| #INV-0078 | Jun 1, 2026 | $49.00 | Paid | |
| #INV-0065 | May 1, 2026 | $49.00 | Paid |
Messages
Direct messages with your team.
Activity Log
Every action across your workspace, most recent first.
-
Invoice #1039 marked as paid by Sara Malik
Today, 9:42 AMInvoice #1039 ($2,900, Ledgerly) was marked paid manually from the Invoices view. Payment method: bank transfer. No dispute window remaining. -
3 tasks moved to Done on the Projects board
Yesterday, 4:15 PMCards moved: "Ship dark mode", "Set up CI pipeline", and "Fix mobile nav overlap" - all moved from Review to Done by Lena Fischer. -
Lena Fischer accepted her team invite
Yesterday, 11:03 AMInvited by Sara Malik on Jul 16 as CTO with Manager role. Joined the workspace and completed onboarding. -
Server latency exceeded threshold for 4 minutes
2 days ago, 2:08 AMp95 response time on /api/reports peaked at 2.1s, above the 800ms threshold. Auto-recovered after a scheduled worker restart. -
Invoice #1044 created for Sable & Co
3 days ago, 10:20 AMInvoice #1044 for $4,600 created by Sara Malik, due Jul 28. Sent to [email protected].
No activity in this category yet.
Notifications
Everything that's happened across your workspace.
Payment received - Northwind Co
6 minutes agoServer latency above threshold
28 minutes agoLena Fischer mentioned you in a comment
Yesterday3 tasks moved to "Done"
2 days agoMy Profile
How your teammates see you.
Projects led
14
Tasks completed
286
Team since
2.5 yrs
Roles & Permissions
Control what each role can see and do.
| Permission | Admin | Manager | Editor | Viewer |
|---|---|---|---|---|
| View dashboard | ✅ | ✅ | ✅ | ✅ |
| Manage invoices | ✅ | ✅ | - | - |
| Edit projects | ✅ | ✅ | ✅ | - |
| Manage team members | ✅ | - | - | - |
| Access billing | ✅ | - | - | - |
Assign roles
| User | Current role | |
|---|---|---|
| Sara Malik | Admin | |
| Daniel Osei | Manager | |
| Priya Anand | Editor |
Security
Password, two-factor auth, and active sessions.
Change password
Two-factor authentication
Authenticator app
Require a 6-digit code at sign in.
Recovery codes
10 single-use backup codes generated.
Active sessions
| Device | Location | Last active | |
|---|---|---|---|
| Chrome on Windows This device | New York, US | Active now | |
| Safari on iPhone | New York, US | 3 hours ago | |
| Chrome on macOS | Austin, US | 2 days ago |
Settings
Manage your account and workspace preferences.
Profile
Preferences
Email notifications
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Desktop alerts
Show a toast for real-time events.
Compact sidebar
Start every session collapsed.
Compact density
Tighter spacing across tables, cards, and lists.