Overview
Snapshot of your agency's performance
Revenue
Total MRR
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Base MRR (subscriptions)
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Add-On Revenue (this month)
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This Month Collected
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Pending This Month
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Annual Run Rate
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Clients
Total Active Clients
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WhatsApp Bot Clients
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Upwork Generator Clients
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Cold Email Clients
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Trials
Active Trials
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Leads
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Converted to Paid
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Operations
Active Bots
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Paused Bots
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Total Messages This Month
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Total Meta API Cost This Month
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Recent Activity
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Upcoming Payments (next 7 days)
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Clients
Manage all onboarded clients
Total Clients
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Active Subscriptions
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Monthly Revenue (PKR)
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Pending Approvals
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| Actions | Client ID | Business | Owner | Subscriptions | Status | Monthly Fee | Joined | |||
|---|---|---|---|---|---|---|---|---|---|---|
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WhatsApp Bots
Bot status, usage and Meta API cost tracking
Total Active Bots
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Total Messages (period)
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Total Meta Cost (period)
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Add-On Revenue (this month)
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| Client ID | Client Name | Plan | Bot Status | Agent Seats | Messages | Meta Cost (PKR) | Add-Ons (this month) | Last Active | Controls |
|---|---|---|---|---|---|---|---|---|---|
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Upwork Generator
Proposal generation usage per client
Total Upwork Clients
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Total Proposals (period)
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Avg Usage %
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| Client ID | Client Name | Plan | Proposals Generated | Limit | Usage | Status | Last Used | Controls |
|---|---|---|---|---|---|---|---|---|
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Cold Email Tool
Email + lead usage per client
Total Email Clients
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Emails Sent (period)
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Leads Used (period)
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| Client Name | Plan | Emails Sent | Email Limit | Leads Used | Lead Limit | Usage | Status | Controls |
|---|---|---|---|---|---|---|---|---|
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Usage by Month
Payments
Payment history, receipts and revenue tracking
Total Revenue (All Time)
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This Month Revenue
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Pending / Unpaid (this month)
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Next 30 Days Expected
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| Receipt # | Client | Tool | Type | Amount (PKR) | Date | Billing Month | Method | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Monthly Breakdown
| Month | Payments | Total (PKR) | |
|---|---|---|---|
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Settings
Configuration & preferences
Settings panel coming soon.