Review the position
Read revenue, cash, client stages and current projects.
Digital products / Business operations
SAMPLE demo · Business overview
Dashboard
Business planning,
cash and capacity.
A business workspace that brings cash, clients and delivery capacity into one view.
The task
Project requirements.
A service business needs to see which invoices support the next few weeks, which opportunities need attention and how much work the team can take on.
The working result
Implemented workflow.
Dashboard connects those views in an interactive SAMPLE business. Change a collection delay, record a payment or adjust a project to see the planning figures respond.
Inside Dashboard
From input to output.
Test a decision
Change collection timing and projected work to compare the cash outlook.
Keep the record
Export a report or save the workspace as JSON for a later session.
- Format
- Browser workspace
- Starting point
- Clearly labelled SAMPLE business
- Working data
- Kept in the current tab
- Outputs
- CSV, JSON and reports
The public demonstration uses sample business records. Rules run when requested; it does not connect to a bank, payment service or background scheduler. Save your JSON before closing the tab.
Your next project
Define your
next project.
Start with the task, who will use the result and what needs to improve.