Good morning, Lias

Revenue

💰

£0

0 contracts

Leads

🎯

0

+0 this week

Clients

👥

0

0 on retainer

Tickets

🎫

0

open

Tasks Due

📋

0

today

PRO Revenue

⚡

£0

0 subscribers

🎫

Recent Tickets

🎉

No open tickets

📊

Pipeline

Pending Quotes 0
Quote Value £0
Active Projects 0
Meetings Today 0
🔔

Recent Activity

No recent activity

⚡

Quick Actions

Sent Quotes

Track and manage all outgoing quotes

0
Total Quotes
£0
Total Value
Quote # Client Type Amount Date Status Actions
📝

No quotes sent yet

Create your first quote to see it here

Contracts

Signed agreements and active contracts

0
Total Contracts
0
Signed
0
Pending
📝

No contracts sent yet

Select a quote above to send your first contract

Leads

Manage your sales pipeline

0
Active Leads
0
Quote Sent
0
Follow-Up Due
0
Won
0
New
0
Contacted
0
Qualified
0
Quote Sent
0
Booking Sent

📞

Cold Calling

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Staff Messages

Internal team communication hub

Staff Conversations
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💬 Select a conversation

💬

SMS Hub

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📧

Email Hub

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Clients

Manage your client relationships

0
Total Clients
0
Managed
0
DIY
£0
Total Value
0
Lead
0
Quote Sent
0
Accepted
0
Contract
0
In Build
0
Live
Client Type Value Stage Actions

Content Submissions

Client content requests and uploads

0
Total Requests
0
Awaiting
0
In Progress
0
Completed
Client Quote Needs Status Submitted Actions

Content Calendar

Social media scheduling and analytics

0
Total Followers
+0
This Month
0
Scheduled
0
Published

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Mon
Tue
Wed
Thu
Fri
Sat
Sun

Connected Accounts

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📊 Engagement Overview

0
Likes
0
Comments
0
Shares
0
Clicks
0%
Engagement Rate
0
Impressions

📈 Engagement Trend

⏰ Best Times to Post

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Low
High

📁 Content Breakdown

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#️⃣ Hashtag Performance

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🏆 Top Performing Posts

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👥 Followers by Platform

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All Scheduled Posts

No scheduled posts yet

Calendar

Your schedule at a glance • Bookings, Apple Calendar & team availability

Bookings
Apple Calendar
Holiday
Blocked
Staff

Bookings

Client appointments and scheduled meetings

0
Total Bookings
0
Upcoming
0
Today
📧 Send Booking Link
➕ Manual Booking

Create a booking for a client and send them confirmation

📅 Subscribe to Calendar

Add this URL to Apple Calendar to sync your bookings

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Upcoming Bookings

No upcoming bookings

All Bookings

Date & Time Type Client Duration Status Actions

Team

Manage your staff and subcontractors

⏱️

Time Tracking

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Notes Board

Shared notes and project updates

📝

No notes yet

Click "New Note" to create your first note

Payments Hub

Invoices, transactions and payment tracking

Stripe · Loading...
£0.00
This Month Revenue
£0.00
Outstanding (6 mo)
£0.00
Monthly Subs Recurring
£0.00
Yearly Subs Recurring

Recent Transactions

💳

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Quick Actions

Monthly Subscribers

0

No monthly subscriptions

Yearly Subscribers

0

No yearly subscriptions

Upcoming Renewals

Next 30 days

No upcoming renewals

Pending Invoices

0

No pending invoices

All Invoices

Invoice Client Amount Status Date Actions
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AI Tools

AI-powered assistants for your workflow

What Anthropic Charges Us
Claude Sonnet · per 1 million tokens · 3.00 USD input / 15.00 USD output per 1M tokens
Input /1M tok
£2.37
Output /1M tok
£11.85
Avg / Request
—
Tokens This Month
0
0 in · 0 out
Subscribers
0
WB 0 CW 0
Revenue /mo
£0
WB £0 CW £0
API Cost /mo
£0
WB £0 CW £0
Profit /mo
£0
—
Plans & Pricing
🌱
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POPULAR
⚡
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🚀
999 = unlimited
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Subscribers
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Grant free access
Share Widgets
Push HTML widgets to all partner portals
Usage This Month
Per-staff token usage and cost breakdown
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Quote Pricing Settings

Configure default pricing and package options

📦 Base Website Prices

£
£
£
£
£

🌐 Monthly Hosting Prices

£
/month
£
/month (up to 100 products)
£
/month (up to 2,500 products)
£
/month (up to 20,000 products)

🎨 Content & Design

£
£
£
£
£

⚡ Services & Features

£
£
£
£

🔄 Additional Revisions Pricing

£
£
£

⏱️ Time-Based Pricing

£
£
£

👥 Client Membership

£
£
£

📅 Booking System Monthly

1 staff calendar
£
3 staff + payments
£
10 staff + payments
£
Reset to Default Prices

This will reset all prices to their original values

Project Boards

Kanban boards for task and project management

📋

No Board Selected

Select a board from the dropdown or create a new one to get started

Business Analytics

Insights and forecasting for your web design business

Loading Stripe data...

Total Revenue

£0

From Stripe + contracts

Predicted Monthly

£0

Recurring + pipeline

Conversion Rate

0%

0 of 0 quotes converted

Avg Deal Value

£0

Per signed contract

Avg Close Time

0 days

Quote to signature

Revenue Over Time

Revenue by Package

📍 Client Locations

5+ clients
2-4 clients
1 client

Top Regions:

No data yet

👥 Client Demographics

By Industry

No data

How They Found Us

No data

Hosting Plans

No data

🔮 Revenue Forecast

Next Month

£0

Subs Renewals Pipeline Avg

Avg/mo

£0

🏆 Best Performers

Best Month

-

£0

Best Package

-

£0

Top Source

-

0

💡 Insights

Add client data to unlock insights

Location, industry, and source fields help generate recommendations

👥 Client Overview

0

Active

0

Cancelled

0

Total

Avg lifetime value £0

🔄 Quote Pipeline

Pipeline value £0
Overall close rate 0%

💰 Top Spenders

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📉 Churn & Retention

0

Cancelled

0%

Retention

Lost MRR £0
Active subs 0

⏱️ Response Times

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Total avg (quote → signed) - days

Stripe Payment History

Recent transactions from your Stripe account

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📊 Business Valuation

Revenue-based estimate · Updated live

~65% accuracy

Conservative

£0

Mid Estimate

£0

Optimistic

£0

Key Value Drivers

Annual Revenue

£0

Monthly Recurring

£0

Recurring %

0%

YoY Growth

-

Client Retention

-

Est. SDE Margin

~40%

Valuation Multiple 0x
1.0x 2.0x 3.5x

⚠️ Estimated using industry-average margins (~40% SDE). Connect Xero for actual profit data and improved accuracy.

🏦

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Financial Forecast

Revenue projections and cash flow planning

Financial Forecast

Click any cell to edit. Changes save automatically.

Service Product Price Cost VAT Stripe Profit % JanFebMarApr MayJunJulAug SepOctNovDec Units Revenue Profit

Running Costs

Monthly subscriptions and operational expenses

Monthly Fixed
£0.00
Usage This Month
£0.00
Total Monthly Est.
£0.00
Annual Projected
£0.00

Calls

Telnyx phone system • Call log & recordings

🔍

Client Phone Numbers

Provision and manage phone numbers for client packages

Client Number Forwards To Usage (30d) True Cost They Pay Profit Status Actions
No client numbers yet. Click "+ Add Number for Client" to provision one.
Date/Time Direction Number Client Caller/Callee Duration Status
No call logs yet

Phone Number Plans

Local UK numbers with call forwarding. Two plans, flat monthly fee, all calls included.

MOST CLIENTS
Standard
£14.99
per month
1,320 mins
≈ 1 hour per day
✓ Local UK number
✓ Call forwarding
✓ Voicemail
✓ Business hours routing
Your costs (Telnyx)
Number rental£0.80/mo
Calls at max usage£6.60
Min. profit£7.59/mo
UPGRADE
Double
£25.00
per month
2,640 mins
≈ 2 hours per day
✓ Everything in Standard
✓ Double the minutes
✓ For busier clients
✓ Hard cap at 2,640 mins
Your costs (Telnyx)
Number rental£0.80/mo
Calls at max usage£13.20
Min. profit£11.00/mo
All new numbers start on Standard. When a client hits 80% of their cap you'll get a notification. At 100% you'll be prompted to offer the Double upgrade. Calls are never blocked.

Password Manager

Encrypted credentials • Admin access only

🔍

Project Reviews

Client feedback and project sign-offs

⏳ Pending Review
0
✅ Approved
0
↩️ Needs Changes
0

⏳ Awaiting Your Review

✅

No pending reviews

Projects submitted for review will appear here

📋 Recent Review History

No review history yet

Support Tickets

Client support requests and issue tracking

🔴 Open
0
🔵 In Progress
0
🟡 Waiting
0
🟢 Resolved
0
⚫ Closed
0
ID Subject Status Priority Client Assignee Created Updated
🎫

No tickets yet

Create a ticket or share the client form to get started

Documentation & SOPs

Standard operating procedures and company policies

📋 SOPs
0
📜 Policies
0
📖 Guides
0
📄 Templates
0

📁 Categories

📚

No documents yet

Create your first SOP, policy, or guide to get started

Create Quote

Build and send a professional quote to your client

1
Client
Full Name *
Business Name *
Email *
Phone *
Address *
Postcode *
Business Type *
Industry *
Source *
Goal
Target Audience
Current Website URL
⚡
Quick Start Package Optional — skip if building a custom quote
2
Site Configuration
Site Type
Budget Range
Pages +£300/extra
5
5 pages
Sections +£40/extra
40
40 sections
Custom Budget
£
Blog / News Section
YesNo
Number of Products
Forms Needed
3
Client Has...
Domain & Email
Has a Domain?
YesNo
Has Business Email?
YesNo
Branding & Design
Has a Logo?
YesNo
Brand Guidelines
Images
Content
Has Content Ready?
YesNo
4
Design Brief
Websites They Like
Preferred Style / Colours
Primary Call to Action
SEO Target Keywords
5
Hosting & Billing
Billing Cycle
Custom Monthly Override (£)
6
Copywriting & Content
Copywriting
Page Names
7
Booking & Membership
Booking System
Membership
8
Features & Extras
Add-ons
Multi-language +£100/lang
YesNo
Accessibility +£40/hr
YesNo
Fast Track
YesNo
Fast Track Price
£
Extras
Competitor Analysis
YesNo
Brand Guide Design
YesNo
Additional Revisions
Landing Add. Pages
Landing Sections Override
9
Integrations & Support
Payment Gateway
Support Level
Other Integrations
Ongoing Maintenance
10
Finish
Launch Date
Est. Duration
Discount %
Discount £
Discount Reason
Quick Options
11
Description of WorkShown on quote
Describe what's included in this project
12
Custom Line ItemsAdded to quote total
🔒
Internal Notes Not shown on quote
Lead Temperature
Contact Preference
Decision Maker
Budget Flexibility
Follow-Up Date
Timeline Reason
Competitors
Previous Website Problems
Notes
Add client name, email & select a package to enable
Select a budget to start
5 ——— — —