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Home
Billing by Quarter
Fee Performance — Auto-calculated
This Month — Invoices
Next Month — Invoices
Fee Forecast — 6 Past + 12 Future Months
Grey = past · Coloured = future
L10 — Weekly Leadership Tracker
Move week by week, manage actions and feedback tracking
✓ Saved
Fee Performance
Live Jobs
| Project · Billing | Feedback | Owner | Actions / To Do |
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Pipeline
Projects & Forecast
Click cells to edit · right-click for status · drag to move
Pipeline
Prospective — not yet instructed
Prospects
High
Med
Low
Tracking
| Project | Manager | Client | Est. Fee | Priority | Stage | Notes | Proposal Sent |
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✕ Not Won
click to show
Team Scorecard
Billable hours, holidays & work won
Ben — Work Won vs Target
Success Wheels
Business & Personal — Current vs Ideal scores
Wheel
Edit Scores
0–10 scale
Project Database
Invoice contacts, project codes & protocols — connected to Forecast
| Project | Manager | Client | Project Code | Agreed Fee | Left to Invoice | Invoice Contact(s) | Instructions | Timeline | PO Number | Notes |
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Private Workspace
Enter PIN to access
Project Hub
One home per project — overview, time, tasks, invoicing
Time & Billing
Log time & expenses per project · replaces Harvest
Connections
Live data feeds — HubSpot · Xero · Harvest
Backend required. These cards read from a server-side broker (Cloudflare Pages Functions) so that API tokens never touch the browser. Until the broker at
/api/connections/… is live, each card will show Not connected. No credentials are stored in this file.
What each feed will drive
HubSpot — read-only pipeline sync into BD & Sales cards (Andrea & Ben).
Xero — invoice generation & cash-flow card (all team, CLW org).
Harvest is being replaced by the built-in Time module — no external connection.
Fee Proposal Template
Editable template — click text to edit, drag images onto photo areas, print to PDF