Financial Dashboard Redesign

The Money section got a complete makeover. Track your revenue, forecast income, and uncover trends — all in one place.

  • Recurring Income Tab: See all active retainers, subscription packages, and recurring payment schedules at a glance.
  • Income Forecast: Projected revenue for the next 30, 60, and 90 days based on confirmed bookings and pending invoices.
  • Insights Tab: Automatic analysis of your top revenue sources, average booking value, and seasonal trends.
  • Improved Charts: Interactive revenue charts with drill-down by service type, client, or time period.
  • Quick Filters: Filter by date range, payment status, or client with a single click.

Your financial data updates in real-time as payments are processed and invoices are sent.