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All-in-One Dashboard for Service-Based Businesses

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Track Finances, Clients, Projects & Team in One Place

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Automated Reports for Smarter Decisions

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Minimalist, Visual, and Scalable

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Finance HUB Page

Finance HUB Page is the financial control center of your business, built to give you full visibility and clarity over every dollar that comes in or goes out.

🔑 Key Features:

• Bank Account Management

  Track multiple business accounts and view real-time balances across all sources.

• Balance Tracking

  Always know your current cash flow, reserves, and available funds.

• Expense Management

  Monitor operational expenses and categorize them for better financial planning.

• Payroll Tracking

  Keep a clear log of all team payments, including fixed salaries and bonuses.

• Revenue, Cost, & Gross Profit Monitoring

  Instantly see how your business is performing month by month.

• Budgeting System

  Set spending limits for departments or projects and compare planned vs actual expenses.

• Client & Contract Debt Tracking

  Stay on top of what clients owe and when contracts are due for payment.

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Sales, Customer and CRM Page

Sales, Customer & CRM Page gives your team everything they need to track leads, manage clients, and streamline your entire sales process — all in one place.

🔑 Key Features:

• Customer Information Management

  Store all client details in one place — from contact info to project requirements and more.

• Lead Source Tracking

  Understand exactly where your clients come from (ads, referrals, website, etc.) and which channels convert best.

• Sales Request Management

  Record customer inquiries and specific service needs for faster, more personalized responses.

• Sales Team Management

  Assign sales reps to each lead and track their responsibilities clearly.

• Customer Journey Tracking

  Monitor every step of the sales and care process — from first contact to deal closure and after-sales care.

• Summary Reports & Performance Dashboards

  Get a clear view of how your sales pipeline is moving, team performance, and conversion rates.

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Marketing Management Page

Marketing Management Page helps your team stay aligned on strategy, content, and execution — across every channel. Built for creative service businesses, this space simplifies campaign planning, team coordination, and performance tracking in one seamless system.

🔑 Key Features:

• Marketing Strategy Planning

  Define, track, and update your long-term and short-term marketing strategies with clarity.

• Content Management Across Platforms

  Organize and schedule posts for multiple platforms like Facebook, Instagram, TikTok, Email, and more.

• Task Assignment & Collaboration

  Assign specific marketing tasks to team members with clear deadlines and responsibilities.

• Progress Tracking

  Monitor the status of each task and campaign, from "Idea" to "Published."

• Comprehensive Reporting

This page brings structure and visibility to your marketing efforts, helping your team move faster, stay focused, and get better results.

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https://boynotion.gumroad.com/subscribe

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Premium Templates

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