Dashboard

Deals by Category

Deals amount by referrer category

Activity Timeline

Sales List

Deal Name	Client	Amount	Status	Date	Assignee

Deals by User

Active Deals

Workspace Deals

Workspace Clients

Goals

Financial Reports

Profit & Loss (Monthly)

Gross Profit

$370,283

Net Income

$148,113

EBITDA

$185,141

Expense Breakdown

Salaries53%

Marketing17%

Operations13%

R&D10%

Other7%

Cash Flow

Operating

$162,000

Investing

-$45,000

Net Cash

$89,000

Balance Sheet

Total Assets

$1,245,000

Equity

$767,000

AI Insights

Powered by AI

Performance Analytics

Conversion Rate

3.2%

+0.4% this week

Growth

18.5%

Stable

Total Revenue

$2.4M

YTD