Business Dashboard
🧩 Overview · Invoices · CRM · Appointments
Real-time view across invoicing, bookkeeping, CRM, and internal appointments.
➕ New…
📊 Dashboard v1 – Overview
High-level numbers combining invoicing, bookkeeping, CRM and appointments.
All modules connected
Revenue (invoiced) This period
0
Sum of all invoices issued in the selected time range.
Outstanding invoices Unpaid
0
Open invoices from the invoicing module.
Net result Income – expenses
0
Based on bookkeeping income and expense entries.
Leads & appointments Today
0
Leads created + appointments scheduled today.
  • Dashboard v1 combines key metrics from all core modules.
  • Filters (top right) change the period for all widgets on this page.
  • Clicking a card (in your real app) can deep-link into the underlying module.
📇 CRM Snapshot
Quick look at leads and pipeline health.
Metric Value
New leads (this period) 0
Active deals in pipeline 0
Won deals 0
CRM basics ready
Once lead creation, pipeline stages and deal status are implemented, these numbers should update automatically from the CRM module.
📅 Today's Internal Appointments
Shows the next few internal meetings and calls.
Time Title Linked lead?
No appointments scheduled for today.
Calendar connection
Connect this widget to your internal calendar data. When an appointment is linked to a CRM lead, show it in the “Linked lead?” column.
💸 Invoicing
Create, send and track invoices, plus see what's overdue.
Invoice list Invoice builder PDF & email Status tracking
# Client Issued Due Amount Status
No invoices yet. Use “New invoice” to create your first one.
  • Feature: invoice builder with line items, taxes, discounts and currency selection.
  • Feature: preview as PDF and send via email directly from the app.
  • Feature: invoice status (draft / sent / viewed / paid / overdue).
📚 Bookkeeping
Track expenses and income to see your basic P&L.
Transactions Categories Basic P&L
Date Type Category Description Amount
No bookkeeping entries yet. Start by adding an expense or income.
  • Feature: income and expense entries with categories (rent, software, salaries, etc.).
  • Feature: basic P&L calculation for the selected period.
  • Feature: links to invoices so booked income can come from the invoicing module.
📇 CRM Basics
Simple pipeline: leads, basic stages and notes.
Lead list Pipeline stages Lead details Notes & status
Lead Stage Owner Last activity Est. value
No leads yet. Use “New lead” to add your first contact.
  • Feature: create leads with contact details and tags.
  • Feature: simple pipeline (e.g. New → Contacted → Proposal → Won/Lost).
  • Feature: notes, next steps, and link to related internal appointments.
📅 Internal Appointments
Schedule internal meetings and calls, and link them to CRM leads.
Day / week view Appointment details Reminders Convert to lead
Date Time Title Owner Linked lead
No internal appointments yet.
  • Feature: calendar view (day / week) to see internal availability.
  • Feature: reminders and notifications for upcoming appointments.
  • Feature: convert appointments into leads or link them to existing ones.
Core modules: Dashboard v1 · Invoicing · Bookkeeping · CRM · Internal appointments.