Dashboard Overview
Navigate the ClientFlow dashboard's seven tabs: Overview, Revenue, Pending, At Risk, Projects, Insights, and Leaderboard. Complete agency visibility.
The ClientFlow dashboard (/client-flow) is your agency's command center. Seven tabs give you visibility into revenue, client health, project status, and actionable intelligence.
Access requirement: agency_owner role
Dashboard Controls
Workspace Selector
If you manage multiple workspaces, select which one to view from the dropdown.
Date Range Filter
All tabs use the same date filter:
| Filter | Period |
|---|---|
| MTD | Month to date |
| Last 30 | Last 30 days |
| QTD | Quarter to date |
| Last 90 | Last 90 days |
| YTD | Year to date |
| Last 6M | Last 6 months |
Tab 1: Overview
Your daily starting point. Shows everything that matters at a glance.
KPI Cards
Four key performance indicators:
| KPI | What It Shows |
|---|---|
| Total Revenue | Sum of paid invoices in selected period |
| Pending Revenue | Total value of pending (unpaid) invoices |
| Active Projects | Count of projects with current_status = active |
| Total Clients | Number of clients in the workspace |
Invoice Status Chart
Donut chart breaking down invoices by status:
- Paid — Completed payments
- Pending — Awaiting payment
- Draft — Not yet issued
Proposal Pipeline
Funnel chart showing proposal progression:
- Draft → Sent → Viewed → Approved
Change Request Distribution
Bar chart showing change request statuses:
- Draft, Sent, Viewed, Approved, Rejected, Adjustment Requested
Alerts
System-generated warnings:
| Alert Type | Trigger |
|---|---|
| Overdue Invoices | Invoices past payment_due date |
| Expiring Proposals | Proposals with valid_until within 7 days |
| Projects at Risk | Projects with critical health status |
Tab 2: Revenue
Track money flow across your agency.
Invoice Summary Cards
Three cards showing totals by status:
- Draft invoices (count + total value)
- Pending invoices (count + total value)
- Paid invoices (count + total value)
Monthly Revenue Trend
Line or bar chart showing paid invoice totals by month over the selected period.
Recent Invoices
List of your 10 most recent invoices with:
- Invoice number
- Client name
- Amount
- Status
- Issue date
Overdue Invoices
All invoices past their payment_due date:
- Invoice number
- Client name
- Amount
- Days overdue
Pending Proposals
Proposals awaiting client decision:
- Proposal title
- Client name
- Value
- Days waiting
Tab 3: Pending Approvals
Everything stuck waiting for a decision.
Distribution Bar
Visual breakdown showing proportion of pending items by type:
- Proposals
- Change Requests
- Invoices
Pending Queue List
Each item shows:
| Field | Description |
|---|---|
| Type | Proposal, Change Request, or Invoice |
| Client | Associated client name |
| Value | Monetary value |
| Waiting | Days since sent |
| Urgency | Normal, High, or Critical |
| Expires | Expiration date (if applicable) |
Urgency Levels
- Normal — Standard waiting time
- High — Approaching expiration or long wait time
- Critical — About to expire or significantly overdue
Tab 4: At Risk
Clients with warning signs that need attention.
Risk Categories
| Risk Type | Trigger Condition |
|---|---|
| Overdue Invoice | Invoice payment is past due |
| Stalled Project | No time tracked on active project for 14+ days |
| Expiring Proposal | Proposal valid_until date within 7 days |
Risk Heatmap
Visual matrix showing risk distribution across clients.
At-Risk Client List
Each client shows:
- Client name
- Risk level (Critical, High, Medium, Low)
- Risk factors (icons for each risk type)
- Amount at risk
- Suggested actions
Client Risk Analysis Panel
Click a client to see full breakdown:
- All active risks
- Associated invoices, proposals, projects
- Recommended next steps
Tab 5: Projects
Monitor health of every active project.
Portfolio Health Summary
Aggregate view:
- Total active projects
- Count by health status (Healthy, Warning, Critical, Over Budget)
Health Status Thresholds
| Status | Condition |
|---|---|
| Healthy | Budget usage < 75% |
| Warning | Budget usage 75-90% |
| Critical | Budget usage 90-100% |
| Over Budget | Budget usage > 100% |
Project Grid
Each project card shows:
| Field | Description |
|---|---|
| Project Name | Name with client association |
| Budget Usage | Percentage bar (hours used ÷ budget hours) |
| Hours | Used / Total budget hours |
| Tasks | Completed / Total tasks count |
| Progress | Percentage complete |
| Deadline | Days remaining or days overdue |
| Health | Status badge (Healthy, Warning, Critical) |
Toggle between grid and list view.
Tab 6: Insights
AI-generated actionable recommendations.
Priority Levels
| Priority | Meaning |
|---|---|
| Critical | Requires immediate action |
| Important | Should address this week |
| Opportunity | Potential revenue or improvement |
Priority Distribution
Pie chart showing breakdown by priority level.
Insight List
Each insight includes:
- Priority badge
- Title describing the situation
- Description with context
- Related client
- Potential value (when applicable)
- Action button
Example Insights
| Type | Example |
|---|---|
| Overdue Invoice | "Invoice #1042 is 15 days overdue ($5,200). Send reminder." |
| Expiring Proposal | "Proposal for Acme Corp expires in 3 days ($12,000). Follow up." |
| Long Pending | "Proposal pending 21 days (avg is 7). Consider reaching out." |
| Draft Ready | "3 draft invoices ready to issue ($8,400 total)." |
Tab 7: Leaderboard
Rank clients by contribution.
Champion Client
Highlights your top-performing client with key metrics.
Revenue Treemap
Visual representation of revenue distribution across clients.
Client Rankings Table
| Column | Description |
|---|---|
| Rank | Position in leaderboard |
| Client | Client name |
| Total Revenue | Sum of paid invoices |
| Pending Revenue | Outstanding invoice amounts |
| Paid Invoices | Count of paid invoices |
| Active Projects | Current project count |
| Reliability Score | Percentage of invoices paid on time |
| Avg Payment Days | Average days from issue to payment |
Sort Options
Sort the rankings by:
- Revenue (default)
- Projects count
- Reliability score
Practical Workflow
Daily Check (2 minutes)
- Open Overview tab
- Check alerts for overdue invoices, expiring proposals, at-risk projects
- Scan Insights for critical items
- Address any critical issues
Weekly Review (10 minutes)
- Review Revenue tab for collection status
- Check Pending tab — clear anything waiting too long
- Check At Risk tab — intervene on flagged clients
- Review Projects tab — catch budget issues early
Monthly Analysis (15 minutes)
- Review Leaderboard — know your best clients
- Check reliability scores — identify payment pattern issues
- Compare revenue trends across the period
- Plan relationship investments based on data
Navigation
From any dashboard tab, click items to drill down:
- Click invoice → Opens Invoice Detail Panel
- Click proposal → Opens Proposal Detail
- Click client → Opens Client Detail Panel
- Click project → Opens Project view (in some contexts)
All panels open as side drawers, keeping your dashboard context.
Continue to individual tab guides for deeper functionality: