Financial Dashboard

Financial overview

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Pending Items

Big-picture tracker — coming in session 3

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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

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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

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Freeform, tagged, searchable

Capture thoughts, decisions, observations. Tag them. Find them later.

Files

Documents + photos — coming in session 4

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Contracts, insurance, receipts, site photos

Upload, categorize, find. Everything your business needs in one place.

Equipment

Fixed asset roster — coming in session 4

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Machines, vehicles, major assets

Track every piece of equipment — make, model, serial, purchase date, cost basis, maintenance history, warranty status. Linked to the Balance Sheet fixed assets accounts.

People

Users and roles — coming in session 4

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Who has access, what role they have

Invite team members, assign roles (Owner, Admin, Member), remove access when needed.