Dashboard

Collections, last 6 months

Needs attention today

Follow-ups due first

Tasks

Drag a card to move an enquiry
Name Stage Owner Follow-up Value
Assign and track work across the team

Compare months

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Revenue trend

New-join value, last 6 months

Where revenue comes from

By trainer, this month

Top new joins

What the numbers say

Today at the desk

Open a record to build its quote, then generate a branded PDF
CustomerItemsStageQuote total

Payment breakdown

Where the money stands

Collection rate

Collected vs invoiced

Invoices & collections

Balances to collect, oldest first
Invoice Customer Invoiced Balance Due Aging Status

Revenue by month

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What happened

Every action, newest first
MemberTrainerSessions usedRemaining
TrainerClientsCollected this monthCommission
Customization Studio
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