Pipeline
Projects vs Time (monthly)
Per calendar month (workspace timezone): New projects use each row's created date.
Moves to WIP and moves to Done use automated lines logged when you change status on the project form
(Pipeline: moved to … in progress history), plus older heuristics from notes when needed.
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Pipeline
Project Status Mix
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Revenue
Project Value by Status
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Revenue
Project type mix (WIP & Done)
Share of total project value from Work in Progress and Done jobs only. Each job's value is split evenly across its selected project types; jobs with no types count as Uncategorized. Same dashboard time range as the toolbar. Minor types under 5% roll into Others.
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Collections
Unpaid WIP by Project
Share of remaining unpaid value on Work in Progress jobs (project value minus recorded payments).
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Alerts
Urgent Attention
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Resources
Manpower Workload & Skill Statistics
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Quick Access
Feature Pages
External Projects
Client-facing pipeline: potential, work in progress, done, and cancel.
Internal Projects
In-house work tracked from new through testing to done.
Manpower Resources
Record internal manpower skillsets, registered date, availability, and assignments.
Calendar
View follow-up reminders and project deadlines by day; add reminders without opening each project.
Pipeline
Recent Projects
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