Quick Add
Add revenue, expenses, clients, and tasks. Everything saves automatically to your browser.
KPIs (Rolling 30 Days)
Snapshot based on your entries.
Revenue
R0
Expenses
R0
Gross Profit
R0
Profit Margin
0%
Active Clients
0
Open Tasks
0
Cashflow Trend (Last 12 Weeks)
Revenue vs expenses by week. Profit shown as the shaded difference.
Revenue
Expenses
Profit
Recent Transactions
Most recent revenue and expense items.
| Date | Type | Category | Amount | Description |
|---|
Clients
Track leads and active clients.
| Name | Status | Channel | Contact | Notes |
|---|
Tasks
Lightweight task tracking (not a full PM tool).
| Task | Due | Priority | Owner | Status |
|---|
Notes & Decisions
Use this for meeting notes, pricing decisions, or weekly plans.
Saved automatically.