Dashboard Overview
Last updated: -0
Total Clients
0
Active Clients
0
Total Projects
$0
Monthly Retainers
0 retainer clients
$0
Active Project Revenue
0 billable projects
$0
Total Pipeline
$0 completed
Recent Clients
Active Projects
Client Management
Project Management
User Management
| Username | Linked Client | Role | Status | Last Login | Actions |
|---|
Activity Log
System & Backups
Create Backup
Download a complete backup of all your data.
Restore from Backup
Upload a backup file to restore your data. A safety backup will be created first.
Saved Backups
Backups stored on the server.
Demo Data Controls
Generate or clear demo data for testing all features.
Demo Data Includes:
- ✅ 10 diverse clients with various statuses
- ✅ 10 client portal users (see DEMO_USER_PASSWORD env var)
- ✅ 11 projects at different stages
- ✅ Multiple tasks per project
- ✅ Time entries for billing
- ✅ Message threads with clients
- ✅ Contact form submissions
- ✅ Email campaigns and templates
- ✅ Client segments
- ✅ Activity log entries