Dashboard

Revenue Sankey Chart

The centerpiece of the dashboard is a Sankey diagram that visualizes how money flows through your business. It traces the path from lead source to collected revenue across four layers:

// Sankey chart data structure
// Flows from lead sources → clients → projects → invoices → revenue
interface SankeyNode {
  name: string; // e.g. "Referral", "Upwork", "Client: Sarah"
}

interface SankeyLink {
  source: number; // Index into nodes array
  target: number;
  value: number;  // Dollar amount flowing through this link
}

// The chart renders using ECharts v6 with the Sankey series type
// Each layer represents a stage in the revenue pipeline

Stats Cards

Four KPI cards sit at the top of the dashboard, updating in real-time as data changes:

Date Range Filters

All dashboard data responds to the date range selector. Choose a preset or define a custom range. The selected range is stored in URL search parameters, so you can bookmark or share specific views.

// Date range filter options
type DateRange =
  | "7d"    // Last 7 days
  | "30d"   // Last 30 days
  | "90d"   // Last 90 days
  | "ytd"   // Year to date
  | "all"   // All time
  | "custom" // Custom start/end dates

// Filters apply to all dashboard cards and charts simultaneously
// Stored in URL search params for shareable dashboard states

Revenue Forecasting

The dashboard includes a simple revenue forecast based on your current pipeline. It calculates projected revenue by multiplying each lead's estimated value by a conversion probability based on its current funnel stage:

• *New leads: 20% probability
• *Proposal Sent: 50% probability
• *Working On: 90% probability
• *Outstanding: 95% probability

Onboarding Checklist

New users see a guided checklist on the dashboard that walks them through the essential setup steps. The checklist disappears once all items are completed.

• *Create your first lead
• *Send a proposal
• *Create a project
• *Log a time entry
• *Send an invoice
• *Record a payment

Lead Pipeline Summary

A compact view of your funnel showing the count and total value of leads in each stage. This gives you a quick read on pipeline health without leaving the dashboard.