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Dashboard
Invoiced this month
₹4,82,600
↑ 12% vs last month
Outstanding payments
₹1,16,400
6 invoices overdue
Open leads
—
3 need follow-up today
Active projects
7
2 due this week
Invoice payment status
Paid
₹3,08,900
Pending
₹1,16,400
Overdue
₹57,300
Projects in process
Website Revamp
80%
SEO — Q3
45%
Ad Campaign
60%
Brand Kit
25%
Leads
Anand Retail GroupNew
Kerala Spice TradersContacted
Malabar LogisticsNegotiation
Coastal Foods LtdNew
Tasks due soon
Send proposal — Anand RetailToday
Follow up — invoice #1042Tomorrow
Website QA passFri
To-do list
Calendar
Total customers
0
Active customers
0
Inactive customers
0
Total contacts
0
Customer
Primary contact
Email
Phone
Status
No customers yet
Add your first customer, or import a list from a CSV file.
Total invoiced
₹0
Received
₹0
Outstanding
₹0
Overdue
0
Number
Customer
Date
Due
Total
Balance
Status
No invoices yet
Create your first invoice to start billing customers.
Number
Customer
Date
Valid until
Total
Status
No estimates yet
Send an estimate, then convert it to an invoice once accepted.
Title
Customer
Date
Amount
Status
No proposals yet
Pitch new work before it becomes an estimate.
Total received
₹0
Date
Invoice
Customer
Method
Amount
No payments recorded
Record a payment against any invoice.
Number
Customer
Date
Amount
Reason
No credit notes yet
Issue a credit note against a refund or correction.
Item
Description
Unit
Rate
No items yet
Add products or services so they can be added to invoices in one click.
Total expenses
₹0
This month
₹0
Records
0
Date
Category
Vendor
Amount
Notes
No expenses recorded
Log office, software, travel and other business costs here.
Total tasks
0
To do
0
In progress
0
Done
0
Task
Assignee
Due
Priority
Status
No tasks yet
Break work into tasks and track them through to done.
Total leads
0
Open
0
Won
0
Pipeline value
₹0
Name
Company
Source
Value
Status
No leads yet
Add a lead to start tracking it through your pipeline.
Total tickets
0
Open
0
Pending
0
Resolved
0
Subject
Customer
Priority
Status
Date
No tickets yet
Tickets raised by customers will show up here.
Invoiced by month
By status
Expenses by month
By category
Income (6 mo)
₹0
Expenses (6 mo)
₹0
Net profit (6 mo)
₹0
Income by month
Expenses by month
Total leads
0
Conversion rate
0%
By status
By source
Export any module as a PDF or an Excel-ready CSV file. Files are generated in your browser and offered as a download — nothing is uploaded anywhere.
This module lands in a later phase
Sales, Expenses, Tasks, Leads, Support, Reports and Utilities are being built next. Ask me to continue and I'll add the next phase to this same app.
New customer
Import customers
CSV with headers: company,contact,email,phone,status,address
