Needs you today
Monday 2 November · clients
New change requests
Waiting on clients
Calls today
Payments
Needs attention, score under 70
New messages
Clients
| Business | Plan | Status | Next due |
|---|
Pipeline
Every prospect from the website checker to a monthly plan.
Changes calendar
November 2026. Essentials, 7 working days Growth, 3 working days
Tap any change to see the details.
Referrals and finders
6Finders active
3Client referrals live
£150Finder fees due
9Leads this month
Top finders
| Finder | Leads | Live | Earned |
|---|---|---|---|
| Sam (sample) | 5 | 2 | £100 |
| Priya (sample) | 3 | 1 | £50 |
| Tom (sample) | 1 | 0 | £0 |
Key client referrers
- Mark's Motors1 live, free Growth month in December
- Bloom Florist2 live, 2 free months used of 12
Money
Monthly recurring
£2,550Glowups paid in October
Essentials at £35
Growth at £95
Monthly recurring, last 6 months
To watch
- VAT threshold£90,000 turnover in any 12 months. Running total shown here once live.
- Failed paymentsStripe retries automatically. Client gets a polite email and a portal notice.
Exports
Date range
Every export below uses these dates.
For your accountant
- Full financialsEvery payment in and out: glowups, monthly plans, extras, refunds, Stripe fees, finder and referral payouts, and your net total. One tab per month plus a summary
- Income and expenses summaryA one page PDF with totals, ready for your tax return
- All invoices and receiptsEvery invoice and receipt as PDFs in one ZIP file
- Bank payoutsEach Stripe payout to your bank, to match against your statements
Business reports
- Full client listEvery client with plan, status and contact details
- LeadsEvery website checker lead and where it came from
- Finder performanceLeads, live sites and fees per finder, by month
- Monthly recurring incomeFilter by plan, month or finder
- Change requestsWhat each client asked for and when it went live
Team logins
Each person sees only what you allow. Only you can change plans, payments and team logins.