Your Personal Dashboard Features:

Today / This Week

  • Daily tasks

  • Appointments or meetings

  • Reminders / follow-ups

👉 Keeps you focused on what matters right now.

Clients / Leads

  • Quick list of active clients + current stage (prospect, onboarding, in-progress, follow-up)

  • Links to client records and portals

  • Notes or last contact date

👉 No more “who do I need to email again?” — everything is visible.

Projects / Services in Progress

  • Current projects with status (Not Started, In Progress, Done)

  • Key deliverables / deadlines

  • Assigned team member (if applicable)

👉 Gives you a bird’s-eye view of work without digging into details.

Money & Metrics

  • Invoices sent / pending / paid

  • Monthly income tracker

  • Simple KPIs (new leads, retention rate, etc.)

👉 Helps you feel financially grounded without overwhelming you with spreadsheets.

Marketing & Content (for service businesses)

  • Upcoming social posts, newsletters, or campaigns

  • A calendar view (so you can see at a glance what’s scheduled)

👉 Keeps marketing consistent, even when things get busy.

Resources & Templates

  • Standard email scripts (follow-ups, onboarding, proposals)

  • SOP checklists (onboarding a client, running a project, sending invoices)

  • Quick links to external tools (Zoom, Gmail, booking app, Airtable database)

👉 Saves you from reinventing the wheel or searching through files.

Quick Wins & Notes Section

  • A space for jotting quick ideas, brain dumps, or “parking lot” items

  • A motivational or “wins” section to celebrate progress

👉 Keeps you engaged and makes the dashboard feel personal.

Use as many or as few areas of the dashboard as your business requires—the features are there when you need them!