Design Interactions
Client Project Dashboard
Manage clients from consultation to payment, onboarding, design, launch, and follow-up.
Total Clients
0
Pending
0
Active
0
Completed
0
Free Consultations
0
Paid Clients
0
Revenue Collected
$0
Outstanding Balances
$0
Client Tracker
Every client and project in one list. Search, filter, and open a profile.
0 selected ยท showing 0 of 0 clients
| Select | Delete | Client Name | Business Name | Client Stage | Phone | Project | Project Value | Payment Status | Amount Paid | Balance Remaining | Consultation Date | Onboarding Received | Project URL | Project Status | Launch Date | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No clients match these filters yet. | |||||||||||||||||
Action Center
Select a client to use actions.
Revenue Tracker
Progress toward revenue and 20-client goals across all project types.
Projected Revenue
$0
Collected
$0
Outstanding
$0
$0 collected
0 of 20 clients
Project Pipeline
New Lead
0Consultation Booked
0Waiting on Payment
0Onboarding Needed
0In Design
0Client Review
0Revisions
0Ready to Launch
0Launched
0Follow-Up Reminders
Leads who have not booked
0No clients in this category.
Consultations booked, not yet clients
0No clients in this category.
Booked but not paid
0No clients in this category.
Paid but onboarding missing
0No clients in this category.
Awaiting feedback
0No clients in this category.
Need Google review requests
0No clients in this category.