Good afternoon, Yash 👋
Your agency at a glance · September 2026Monthly Revenue
₹1.12L
+18.4% vs last monthView monthly breakdown →Pending Payments
₹46.5K
3 overdue · 7 invoicesView collection summary →Expenses
₹42K
Team + software + operationsView expense breakdown →Net Profit
₹70K
62.5% marginView monthly profit trend →Active Projects · Who's Working
View all →| Project | Client | Assigned Employee(s) | Status | |
|---|---|---|---|---|
| WattUp Social MediaSocial + Creative | Yagnik Kapdi Yashraj Solanki | On Track | ||
| Dholera Bhoomi ProSMM + Marketing | Yagnik Kapdi Keval Nakum | On Track | ||
| Logic Square CampaignCreative + Video | Yashraj Solanki | Review | ||
| MS Spinning SEOSEO + Analytics | SEO Expert | At Risk | ||
| Jagdamba NurserySocial Media | Yashraj Solanki | On Track |
Team Workload
Current assignments by employeeYS
Yashraj SolankiMarketing · Content & Social
3 projectsLogic Square · Jagdamba · WattUp
Click to view assigned projects →
YK
Yagnik KapdiDesign · Graphic Designer
2 projectsWattUp · Dholera
Click to view assigned projects →
KN
Keval NakumMarketing · Digital Marketing
1 projectDholera
Click to view assigned projects →
SE
SEO ExpertMarketing · SEO
1 projectMS Spinning
Click to view assigned projects →
Upcoming · October 2026
Birthdays, holidays, leave and important dates🏖️
Keval · On Leave08–09 Oct · Team leave
🎂
Yagnik · Birthday15 Oct · Team special date
🎉
Dussehra20 Oct · Gujarat Holiday
Client Reminders
Things you need to send or renewSK Enterprise · Send monthly invoicePayment date: 10 Oct · Invoice should go before 8 Oct
07 OCT
MS Spinning Services · Payment reminderPayment is pending · Follow up with client
05 OCT
Kira · Domain renewalWebsite service · Renewal due in 15 days
15 OCT
WattUp India · Send monthly invoicePayment date: 12 Oct · Prepare invoice
09 OCT
| Project | Client | Service | Assigned Employee(s) | Status | Project Type | Due | |
|---|---|---|---|---|---|---|---|
| WattUp Social MediaMonthly retainer | WattUp | Social + Creative | Retainer | — | |||
| Dholera Bhoomi ProMonthly retainer | Dholera Bhoomi Pro | SMM + Marketing | Retainer | — | |||
| Logic Square CampaignCampaign video | Logic Square | Creative + Video | One-time | Oct 02 | |||
| MS Spinning SEOMonthly SEO | MS Spinning | SEO | Retainer | — | |||
| Kira Website UXWebsite redesign | Kira | UI/UX | One-time | Oct 09 |
How Revision Works
Simple workflow1Client sends feedbackAdd the requested changes.
2Assign employeeSelect a team member.
3Track roundKeep revision rounds visible.
4Approve & closeMark approved when client accepts.
| Client | Deliverable | Round | Assigned | Feedback / Next Action |
|---|---|---|---|---|
| Logic Square | Campaign video | 2 / 2 | Yashraj Solanki | Waiting for client approval |
| WattUp | Reel batch 04 | 1 / 2 | Yagnik Kapdi | Update CTA + final frame |
| Dholera | October creatives | 1 / 2 | Yagnik Kapdi | Client approved |
| Client / Company | Services | Type | Project Start | Project End | Payment Date | Monthly | Hosting | Relationship | Special Dates | |
|---|---|---|---|---|---|---|---|---|---|---|
| SMM + Marketing | Retainer | Jan 05, 2026 | — | 10th | ₹30K | — | Direct client | — | ||
| Social Media | Retainer | Feb 01, 2026 | — | 10th | ₹18K | — | Direct client | — | ||
| SEO | Retainer | Mar 10, 2026 | — | 5th | ₹15K | — | Agency partner | — | ||
| SMM + Reels | Retainer | Apr 01, 2026 | — | 7th | ₹7K | — | Direct client | Birthday: 18 Nov | ||
| Social + Creative + Website | Retainer | May 15, 2026 | — | 12th | ₹22K | Renew: 18 Aug 2027 Last: 18 Aug 2026 | Direct client | Anniversary: 12 Dec | ||
| Website Design & Development | One-time | Sep 01, 2026 | Oct 09, 2026 | 15th | — | Renew: 15 Oct 2027 Last: 15 Oct 2026 | Direct client | Birthday: 04 Jan | ||
| Branding + Website | Small deal | Sep 20, 2026 | — | 20th | ₹12K | — | Agency partner | Anniversary: 11 Dec |
💻
Development
Employees0
Monthly Payout₹0
Click to view employee list →
🎨
Design
Employees1
Monthly Payout₹2,000
Click to view employee list →
📣
Marketing
Employees3
Monthly Payout₹10,000
Click to view employee list →
⚙️
Operations
Employees0
Monthly Payout₹0
Click to view employee list →
All Employee List
| Employee | Employee Code | Department | Employment | Joining Date | Payment Date | Monthly Payout | Status | |
|---|---|---|---|---|---|---|---|---|
| FT-EMP-001 | Marketing | Full-time | Jan 15, 2026 | 7th | ₹3,000 | Active | ||
| FT-EMP-002 | Design | Freelancer | Feb 01, 2026 | 7th | ₹2,000 | Active | ||
| FT-EMP-003 | Marketing | Intern | Mar 10, 2026 | 7th | ₹0 / Volunteer | Active | ||
| FT-EMP-004 | Marketing | Contract | Apr 01, 2026 | 7th | ₹7,000 | Active |
September 2026
Click a date
🎉 Gujarat Holiday
🏖️ Saturday / Sunday Weekoff
✓ Task
📅 Meeting
⏰ Deadline
Select a date
No date selectedClick any date in the calendar to see what you need to do, meetings, deadlines, or what you completed that day.
Revenue
₹1,12,000
+18.4%Expenses
₹42,000
Team + tools + operationsNet Profit
₹70,000
62.5% marginOutstanding
₹46,500
₹13.5K overdueRevenue Overview
2026Expense Breakdown
SepTeam salaries₹25K
Software₹8K
Office / operations₹6K
| Invoice | Client | Amount | Due | Status |
|---|---|---|---|---|
| INV-2026-0924 | Dholera Bhoomi Pro | ₹30K | Sep 28 | Paid |
| INV-2026-0923 | SK Enterprise | ₹18K | Sep 30 | Pending |
| INV-2026-0922 | MS Spinning | ₹15K | Sep 20 | Overdue |
| INV-2026-0921 | Jagdamba Nursery | ₹7K | Sep 19 | Paid |
NEW · 5
Rajkot CaféInstagram outreach₹15K
Prime RealtyCold call₹25K
CONTACTED · 7
Fitness HubWhatsApp · Sep 29₹18K
EduPointCold call₹20K
MEETING · 3
Urban HomesMeeting Oct 02₹30K
PROPOSAL · 2
GreenSpaceProposal sent₹35K
NEGOTIATION · 2
TechNovaPackage discussion₹45K
Client Retention
91%
On-time Delivery
87%
Lead Conversion
22%
Avg. Project Value
₹24K
Revenue Performance
MonthlyTop Clients
Monthly valueDholera Bhoomi Pro₹30K
WattUp₹22K
SK Enterprise₹18K