INTERACTIVE BUSINESS SYSTEM
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See how the moving pieces can work together.

This is one possible system for a service business managing clients, projects, tasks, deadlines and finances. Yours would be designed around how your business actually works.

Connected business view

Dashboard

Explore the tabs and try an action.
Active clients4
Revenue received$1,450
Open tasks6
Outstanding$1,500

Clients at a glance

Luna StudioProposal approval
74%
Nord & Co.Implementation plan
52%
Verde PartnersStrategy call
88%
Atlas AdvisoryDiscovery summary
63%

Coming up

Approve project proposalLuna Studio · TUE 22 · Approval
Send discovery summaryAtlas Advisory · WED 23 · Client
Review implementation planNord & Co. · THU 24 · Project
Prepare monthly reportLuna Studio · THU 24 · Report
Confirm final deliverablesNord & Co. · FRI 25 · Review