The Dashboard

Your command center — read every column, metric, and color at a glance.

The dashboard is where you’ll spend most of your time. It shows your total recurring revenue at the top, a row for every client below, and your to-do list and calendar underneath.

The MRR card

At the top of the dashboard, the MRR card shows your total Monthly Recurring Revenue — the sum of every client’s monthly revenue. It updates automatically as you add clients, link subscriptions, and sync payments.

A client’s monthly revenue is their Stripe subscription amount plus any add-on revenue you enter. See Payments & revenue.

The client table

Each client is one row. On desktop you’ll see these columns:

Column	What it shows
Company	The client’s name
Payment	Payment status — Paid, Late, or Upcoming
Meta Campaigns	Connected Meta (Facebook) ad campaigns
Google Campaigns	Connected Google Ads campaigns
Type	Service type — Lead Gen, E-Commerce, SEO, Paid Ads, or SMM
Product / Service	What the client sells
Monthly Revenue	The client’s total monthly revenue

On mobile, each client is shown as a card with the same information stacked vertically.

Payment status colors

Paid

The client is paid up for the current period.

Upcoming

A payment is due soon.

Late

A payment is overdue.

When a client is linked to a Stripe subscription, payment status is set automatically on each sync. For clients without Stripe, you set the status manually.

Expanding a client

Click a client row to expand it and see their Meta and Google campaigns, including spend, results, and cost-per-result compared against your target. See Campaigns for how cost targets are color-coded.

The toolbar

Above the table you’ll find:

• + Add Client — create a new client record
• Refresh — pull the latest data from Stripe, Meta, and Google
• Date range — choose the window for campaign metrics (1, 7, 30, or 90 days)
• History — review past activity

The default date range comes from your settings. Change it there to set what every dashboard visit opens with.

To-dos and calendar

Below the client table you’ll find your personal to-do list and a calendar of upcoming task due dates. See To-do lists and Calendar.

What employees see

If you’re an employee on an Agency team, your dashboard shows only the clients assigned to you, and the table is read-only. You can still view tasks and add them to your personal list. See Employee access.