Inbox
Emails you BCC'd, review what was extracted, then approve to create the work.
Agenda
Everything with a date, across all projects, soonest first.
Pipelines
Open a project to manage its board.
Projects
Every job, its producer, and the crew split.
| Type | Client | Amount | Status |
|---|
Click a job to open its detail panel. Assign the Producer; only they (and admins) distribute the 70% pool among crew. The crew split must total the pool before you can generate the invoice.
Finances
Your revenue at a glance, momentum, what to chase, and where it's coming from.
Payouts
What each person has earned, what you've paid them, and who owes who.
Reports
Trends across every project, revenue, pipeline, and workload.
Team
Everyone with dashboard access auto-appears here. Admins can also add crew who don't log in.
Clients
Add a client and the reporter we email. Invoices show the client; emails go to the reporter.
| Client | Reporter | Address |
|---|