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Business Performance
Your team
Settings
Business Performance
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Good day
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Total Revenue
$0
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MRR
$0
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Monthly recurring revenue (retainers)
Net Profit
$0
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Total Expenses
$0
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Outstanding AR
$0
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Revenue vs Expenses
Current period
Expense Breakdown
Personable CRM
Suggestions, milestones, and a live business recap
Follow-up suggestions
Milestones
Latest summary
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Accounts Receivable
No receivables yet.
Income statement
Revenue (manual buckets)
Services$0
Retainers$0
Gross revenue$0
Expenses (manual buckets)
Labor−$0
Software & Tools−$0
Advertising−$0
Other−$0
Net profit$0
Transaction log
Add entries one at a time; amounts roll into the totals and charts above
No transactions yet. Use “Add transaction” to record income or expenses.
Customers
Active clients and pipeline. Allocated cost reflects tagged expenses; untagged costs stay firm-wide.
Total Clients
0
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Active Retainers
0
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Avg. revenue / client
$0
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No customers yet.
Relationship timeline
Recent outreach and reminders
Tasks
Help Ask Advisor
Sorted by Due date

Tasks

No tasks yet! Create your first task to get started.

Learn more
Workspace tasks help you track follow-ups. Assign work to teammates from the new-task dialog.
Use Record to link a task to a customer. Open tasks are grouped by due date.

Email drafts

No emails yet! Create your first email to get started.

Outbox

Nothing in your outbox yet. Sent messages will appear here.

Templates

No templates yet. Save a draft as a template to reuse it.

Learn more
Email sync, People and Company records
Income
Recorded income syncs to this workspace and drives dashboard totals
Collected This Month
$0
—
Outstanding
$0
—
Invoices Sent
0
—
Avg. Days to Pay
—
—
Revenue Trend
Last 90 days
Date range
AR Aging
Current (0–30 days)$0
31–60 days$0
61–90 days$0
90+ days$0
Total Outstanding$0
Income entries
0 rows
No income recorded yet.
Expenses
Track costs; totals roll into the dashboard when you use operational records
Insights
Spending
Slice
Date range
Interval
Cost type
Period spend
$0
Prior period
$0
Top vendors by spend

Category
Budget vs. Actual
This month
Set budgets →
Loading…
No expenses yet.
Timesheet
Hours logged per employee account. Add entries manually and track billable utilization.
View
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Total hours
0.0h
0 entries
Billable
0.0h
0.0%
Non-billable
0.0h
0.0%
Employees
0
with logged time
Avg / employee
0.0h
total period
Hours by employee
Based on the Account field · selected week
No time logged yet.
Recent entries
Newest first · selected week
No entries yet.
Projects
Delivery pipeline and client work
Projects Delivered
0
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On-Time Rate
—
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Avg. Duration
—
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Client Satisfaction
—
—
Projects by Service Type
Monthly Deliverables
Active Projects
No projects yet.
Retention
Churn, retainers, and lifetime value
Retention Rate
—
—
Avg. Client LTV
$0
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Churned This Month
0
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Retention Trend
Retainer Clients
No retainer clients yet.
Insights
Auto-generated from your transactions, clients & projects
Revenue & retention
Spending & savings
Est. MRR
$0
from retainers
Top Client Revenue
$0
—
Avg Monthly Revenue
$0
last 3 months
Churn Risk Clients
0
no activity 60d+
Monthly Revenue Trend
—
Revenue by Vertical
Top Expense Categories
Outlook
Revenue & expense trends · this month pace
Forecast accuracy
Linear trend vs what happened (completed months only)

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Client Performance
all-time revenue from transactions
Churn Risk
clients with no income in 60+ days
No churn risk detected.
Lists
Create lists from templates or start blank. Data is stored in this browser for this workspace (test run).
No lists yet. Use + New list in the sidebar or here to pick a template or start from scratch.
Marketing
Campaigns, leads, and pipeline
Leads This Month
0
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Close Rate
—
—
Pipeline Value
$0
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Lead Sources
Active Pipeline
No campaigns yet. Use + New Campaign to add one.
Marketing
Campaigns, leads, and pipeline
No marketing data yet. Use Dashboard and Revenue for operational numbers.
Your team
People and roles for this workspace only.
Members

Email Role
Settings
Workspace

General

Business profile, contact details, and how dates appear on the dashboard.

View People Directory
Workspace settings

Your workspace name can be up to 65 characters.

Icon

Upload an image, choose a Lucide-style icon, or paste an emoji. This icon appears in the sidebar and workspace switcher for everyone in this workspace.

Domain-based access
Allowed email domains

Anyone with email addresses at these domains can automatically join your workspace as a member (comma-separated, e.g. acme.com, partners.acme.com).

Export
Workspace content

Export clients, transactions, projects, invoices, campaigns, and timesheet entries for this workspace as JSON.

Members

Export the member list (email and role) for this workspace as CSV. Requires permission to view the team directory.

Analytics
Save and display page view analytics

When enabled, the dashboard may record anonymized page views for reporting. Turning this off stops new collection.

People
People directory

Enable the team directory and profile surfaces for this workspace.

Show recent activity on people profiles

Show recently created or edited records and comments attributed to people when profiles are visible.

Hover cards

Show profile hints when hovering names in lists and records (where supported).

Danger zone
Delete workspace

Permanently delete this workspace and its data. This cannot be undone. Only the workspace owner can delete.

Workspace ID
Workspace ID

Use this identifier when contacting support or configuring integrations.

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Business profile
Sidebar pages

Remove pages you do not use; add them back anytime. Changes apply immediately and sync to your account.

Appearance
Theme

Choose how the dashboard looks on this device. System follows your OS light or dark mode.

Language & time
Language

Used for UI language hints and locale-aware formatting where supported.

Number format

How numbers and currencies are grouped and separated. Default follows your language setting.

Calendar
Start week on Monday

When this workspace shows week-based calendars, Monday is the first day of the week.

Dates & time zone
Date format

Default style for date displays in this workspace (future date pickers and mentions).

Set time zone automatically using your location

When on, the manual time zone below is ignored. Scheduled features will use the browser-reported offset where available.

Time zone

IANA time zone for this workspace when automatic detection is off.

Look and feel
Choose an accent color

Choose the main color that defines the overall tone.

Financial defaults
Monthly budgets

Set a monthly spending target per expense category. Progress is shown on the Expenses page.

Add members via link

Only people with permission to invite members to this workspace can view this link. You can also .

No guests yet

Give teams 10% off Compass

New workspaces created via your link will receive 10% off Compass for their first year.

or share with a message

Changes to your profile will apply to all of your workspaces.

Profile picture

We only support PNGs, JPEGs and GIFs under 10MB.

Time preferences

Manage your time preferences

Account security

Email

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Password

Set a password for your account

Workspace sync
Cloud: not configured
Data syncs to your workspace in the cloud (per organization). Open your workspace URL on each device and sign in with the same email. Use Sync on the dashboard to refresh from the server.
Gmail & Google Calendar

Connect Google for mail and calendar in Settings → Connections.

Delete my account

Permanently delete your account. You’ll no longer be able to access your pages or any of the workspaces you belong to.

Data import & export

Import a bank CSV into the transaction log, or export a journal CSV for spreadsheets or your accountant. Use Undo last import if something looks wrong.

Add transaction

Record one line of revenue or expense. It is saved to this cloud workspace and included in your totals.

Internal: add a line to this workspace’s totals (local cache + Supabase when signed in).

Import bank CSV

Choose a CSV export from your bank, map columns once, preview rows, then import. Amounts follow the same rules as manual transactions (positive amounts; category sets revenue vs expense).

Export journal CSV

Download ledger lines for a date range. Uses the same categories as your dashboard.

Create invoice
Invoice preview
Time Entry
+ Show External Note
Update all totals

Sets revenue and expense buckets directly. Saving here clears your transaction log so numbers stay in sync.

Revenue
Expenses
Coming soon

This action is not available in this version yet.

Change email

We’ll send a confirmation link if your project requires email verification.

Set password

Choose a strong password. You can still use Google or GitHub sign-in if you have those connected.

Delete account

This permanently removes your login. Workspace data may remain for other members; contact a workspace owner if you need records exported first.

Sign in to cloud sync
Add client
Customers tab (optional)

Leave blank to use income and expenses linked to this client. Enter amounts to show fixed revenue and/or allocated cost in the Customers table; profit and margin update automatically.

Add project
Case study (optional — website / portfolio)
Add titled points, or use a single narrative below if you leave the list empty.
Case study
Add expense
New campaign
Add income
Project statuses

Customize labels for the project status dropdown. Removing a status does not delete projects using it.

Workspaces

Your data lives in this cloud workspace. Each workspace has its own URL path, for example yoursite.com/your-slug/—bookmark it for quick access.

Internal: org switcher uses my_organizations and navigates to /{slug}/.

Let's get to know you

PNG or JPEG, up to 10MB. At least 400×400px recommended.

Subscribe to product update emails
Get the latest updates about features and product updates.

Create your workspace

We support PNG, JPEG, and WebP under 10MB. Recommended logo size 400×400px.

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How did you hear about us?

This step is optional. Pick what fits best, or skip.

Where did you find us?

Bring your relationships in

Connect your email account to sync contacts and activity for this workspace. You can also add data manually later.

We request only the permissions needed for sync. You can review or disconnect anytime in Settings.

Help us customize your workspace

Tell us how you plan to use the dashboard so we can tailor defaults. You can change everything later in Settings.

What will you use this workspace for?

Collaborate with your team

Invite teammates by email. They will receive a link to join this workspace.

Invite your team

By continuing you agree to your organization’s use of this workspace in line with your company policies.