Dashboard
Financial overview
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Raw
Smoothed
Net income smoothed: each month's inventory expense = (month's share of annual sales) × annual inventory total.
Removes lumpy bulk-buy months.
Monthly Net Income
raw · as booked in QuickBooks
Pending Items
Big-picture tracker — coming in session 3
Open items, assignments, status
Track everything outstanding — title, owner, due date, priority, status. The shared workspace everyone on the team can see and update.
Meetings
Agenda builder + history — coming in session 3
Agendas, checkable items, archived notes
Build an agenda before the meeting, check items off during, auto-archive with notes after.
Notes
Searchable company notes — coming in session 4
Freeform, tagged, searchable
Capture thoughts, decisions, observations. Tag them. Find them later.
Files
Documents + photos — coming in session 4
Contracts, insurance, receipts, site photos
Upload, categorize, find. Everything your business needs in one place.
People
Users and roles — coming in session 4
Who has access, what role they have
Invite team members, assign roles (Owner, Admin, Member), remove access when needed.