DashboardOverview of sales, projects and operations
Active Projects18

+3 this month

▤
Pending Tasks27

8 due this week

✓
Open Quotes£42.8k

11 awaiting reply

£
Month Revenue£31.4k

+12.7% MoM

↗

Project Pipeline

Current jobs by operational stage

Survey / Design5
Sarah Williams

Walk-in room · Chelsea

Survey Thu£6.5k est.
Oliver Grant

Sliding wardrobes · Canary Wharf

CAD pending£3.8k
Quote / Approval4
Emma Thompson

Fitted wardrobes · Richmond

Revision 2£4,920
James Patel

Media wall · Battersea

Client review£3,450
Production6
Aisha Khan

Bedroom suite · Ealing

78% readyInstall Sep 4
Daniel Brooks

Loft wardrobes · Hampstead

Panels cutInstall Sep 8
Installation3
Lucy Morgan

Sliding wardrobes · Putney

Day 1/2Team A
Michael Reed

Home office · Wimbledon

Snag reviewToday

Urgent Tasks

Needs attention today

Q
Send revised quoteEmma Thompson · 11:30
Overdue
S
Confirm survey slotSarah Williams · Chelsea
Today
P
Production approvalAisha Khan · colour signed
Ready
V
VAT return prepFinance · Friday
Pending

Revenue Trend

Dummy monthly revenue · GBP

Mar
Apr
May
Jun
Jul
Aug

Lead Sources

Current enquiry mix

G
Google Organic42 enquiries
38%
T
TikTok29 enquiries
26%
R
Referral21 enquiries
19%

Projects

Track enquiry → survey → design → quote → production → installation → aftercare

ProjectCustomerServiceStageProgressValueNext Action
HC-2084
Chelsea SW3
SW
Sarah Williams
Walk-in Dressing RoomSurvey / Design
£6,500 est.Survey Thu 10:00
HC-2081
Richmond TW10
ET
Emma Thompson
Fitted WardrobesQuote Review
£4,920Send revision 2
HC-2077
Ealing W5
AK
Aisha Khan
Bedroom SuiteProduction
£7,350Quality check
HC-2073
Putney SW15
LM
Lucy Morgan
Sliding WardrobesInstallation
£3,780Install day 2
HC-2062
Wimbledon SW19
MR
Michael Reed
Home OfficeCompleted
£2,980Request review

Customers

CRM records, project history, balances and communication

CustomerProjectsTotal ValueOutstandingLast ContactStatus
SW
Sarah Williams
Chelsea · SW3
1 active£6.5k est.£0TodayActive
AK
Aisha Khan
Ealing · W5
2£11.2k£2,205YesterdayActive
DG
Daniel Grant
Hampstead · NW3
3£18.4k£4,3001 week agoPayment Due

Customer Record Includes

P
ProfilePhone, email, address, postcode
J
JobsAll projects & room scopes
£
FinanceInvoices, deposits, balances, VAT
F
FilesPhotos, CAD, measurements, notes

Services

Create, price and manage all bespoke interior services

ServiceCategoryPricing ModelFrom PriceVATWebsiteStatus
Fitted WardrobesBedroom StorageCustom Quote£1,85020%PublishedActive
Sliding WardrobesBedroom StoragePer linear metre + options£1,65020%PublishedActive
Walk-in Dressing RoomsDressing RoomsCustom Quote£4,50020%PublishedActive
Media & TV UnitsLiving SpacesCustom Quote£2,40020%PublishedActive
Loft / Eaves StorageAwkward SpacesSurvey + Quote£2,20020%DraftDraft

Service Fields

Optional Add-ons

LED
Integrated LED lightingFrom £180 · taxable
DR
Internal drawer packFrom £240 · taxable
MG
Mirror / glass frontsQuote option

Quotes & Pricing

Quote versions, discounts, VAT, deposits and acceptance

QuoteCustomerProjectSubtotalVATTotalStatus
Q-1048 v2Emma ThompsonFitted Wardrobes£4,100£820£4,920Client Review
Q-1046James PatelMedia Unit£2,875£575£3,450Sent
Q-1040Aisha KhanBedroom Suite£6,125£1,225£7,350Accepted

Pricing Rules

%
VATDefault 20%
£
DepositDefault 40%
D
Discount LimitSales up to 7%
E
Quote Expiry14 days

Schedule

Surveys, design reviews, installation and aftercare

DateTimeTypeCustomerAreaAssigned
27 Aug10:00SurveySarah WilliamsChelseaAdam
27 Aug14:30Design ReviewOliver GrantRemoteSofia
28 Aug08:30InstallationLucy MorganPutneyTeam A

Users

Internal staff accounts, departments and access status

UserRoleDepartmentLast Login2FAStatus
AJ
Admin User
Super AdminManagementNowEnabledActive
SF
Sofia Ford
DesignerDesignToday 16:14EnabledActive
AD
Adam Dale
SurveyorOperationsToday 09:20EnabledActive
KM
Karen Miles
AccountsFinanceYesterdayPendingInvite Sent

Roles & Permissions

Control view, edit, approve and delete access by role

Super Admin

Projects
Customers
Finance
Users

Sales / Designer

Projects
Create Quotes
Discounts
Finance Reports

Surveyor / Installer

Assigned Jobs
Measurements
Upload Photos
Pricing

Accounts

Invoices
Payments
VAT Settings
Design Files
Recommended rule: installers see only assigned jobs; finance users do not automatically see design/production notes; discounts above the sales limit require manager approval.

Finance & Tax

VAT, deposits, invoices, balances and UK payment methods

Tax & Invoice Settings

Payment Methods

S
StripeCards · Apple Pay · Google Pay
P
PayPalOnline customer payments
W
WiseBank-transfer instructions
B
Bank TransferManual reconciliation
InvoiceCustomerProjectNetVATTotalPaidStatus
HC-INV-342Aisha KhanBedroom Suite£6,125£1,225£7,350£5,145Part Paid
HC-INV-337Lucy MorganSliding Wardrobes£3,150£630£3,780£3,780Paid

Website Content

Control public services, gallery, reviews, areas, journal and SEO fields

Services

8 published · 1 draft

Project Gallery

64 images · 18 projects

London Areas

12 service-area pages

Reviews

29 approved · 4 pending

Journal

14 published · 3 drafts

SEO Fields

Titles, descriptions, schema, indexing

Settings

Company, project rules, notifications and integrations

Company Details

Operational Defaults

Auto-create lead from websiteCreate CRM record from quote form
Customer status emailsQuote, approval and install updates
Require design approvalBefore production
Require final paymentBefore handover