Dashboard

Follow-ups Due

This Week

Options & Lost

Quick Actions

+ Company + Contact + Booking + Invoice + Task Export CRM Export Bookings

Recent Activity

CRM

Companies, contacts, and pipeline

Export + Company + Contact

Relationships

All Companies

Contacts

Top Clients

Outreach

Pipeline view of CRM contacts for outreach

Artists

+ Add Artist

Name	Speciality	Instagram	Status	Day Rate HT	Holidays

Bookings

List View Export + New Booking

Job	Company	Artist	Stage	Fee HT	Agency	Artist Pay

Invoices

Calculator

Overview

Agency Revenue

Invoices

Export + Create Invoice

Invoice	Client	Amount HT	Client AF	Artist AF	Agency TVA	TTC	Status

Financial Calculator

Base Rate HT

Agency Fee %

Artist Agency Fee %

Agency TVA %0%5.5%10%20%

Artist TVA %0%5.5%10%20%

Projected vs Invoiced vs Received

Agency Fee Breakdown

TVA Collected

Revenue by Artist

Agency Fee Breakdown

TVA Collected

Revenue by Artist

Production

+ New Task

Tasks

Calendar

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Artist Availability

Prev Next

Art Buying Directory

+ Add External Artist

Name	Speciality	Location	Day Rate HT	Availability	Tags

Reports

KPIs

Pipeline

Artist Performance

Job Reports

Goals

P&L

Artist Strategy

Revenue by Month

Bookings by Stage

CRM Conversion Funnel

Pipeline by Stage

+ New Goal

All Artists All TimeThis MonthThis QuarterThis Year Last MonthLast Quarter Print Report

Select Artist Print Strategy Report

All Artists All TimeThis MonthThis QuarterThis Year Last MonthLast Quarter Print Report

Select Artist Print Strategy Report

Profit & Loss

Settings

Agency Details

Agency Name

Email

Phone

Website

Instagram

Address

Dark Mode

Save

Financial Defaults

Agency TVA %

Artist TVA %

Client Agency Fee %

Artist Agency Fee %

Default CurrencyEURGBPUSDCHF

Save Financial Defaults

Invoice Settings

Invoice Prefix

Next Invoice Number

Invoice Number Preview

Save Invoice Settings

Agency Legal & Banking

Legal Name

SIREN

SIRET

Legal FormSARLSASEURLAuto-entrepreneurOther

Flow Account (client payments / pass-through)

IBAN

BIC

Reference (on client invoices)

Agency Fee Account

IBAN

BIC

Reference (on agency fee invoices)

Payment Terms

Save Agency Profile

Backup & Restore

Export your data as a JSON file to keep a backup. Import to restore data after updating the dashboard.

Export Data (JSON) Import Data (JSON)

Backup & Recovery

Export Backup (JSON) Import Backup Restore Last Auto-Backup

Every save creates an auto-backup. You can also export/import full backups as JSON files.

Data Management

Table	Records