Dashboard
Follow-ups Due
This Week
Options & Lost
Quick Actions
Recent Activity
CRM
Companies, contacts, and pipeline
Relationships
All Companies
Contacts
Top Clients
Outreach
Pipeline view of CRM contacts for outreach
Artists
| Name | Speciality | Status | Day Rate HT | Holidays |
|---|
Bookings
Invoices
Calculator
Overview
Agency Revenue
Invoices
| Invoice | Client | Amount HT | Client AF | Artist AF | Agency TVA | TTC | Status |
|---|
Financial Calculator
Projected vs Invoiced vs Received
Agency Fee Breakdown
TVA Collected
Revenue by Artist
Agency Fee Breakdown
TVA Collected
Revenue by Artist
Production
Tasks
Calendar
Artist Availability
Art Buying Directory
| 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
Profit & Loss
Settings
Agency Details
Financial Defaults
Invoice Settings
Agency Legal & Banking
Flow Account (client payments / pass-through)
Agency Fee Account
Backup & Restore
Export your data as a JSON file to keep a backup. Import to restore data after updating the dashboard.
Backup & Recovery
Every save creates an auto-backup. You can also export/import full backups as JSON files.
Data Management
| Table | Records |
|---|