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Work Hub
Dashboard
Projects
Tasks
Time
Financials
Dashboard
Everything your team is working on, in one place
Demo UserDU
Active Projects
17
3 need attention
Open Tasks
208
42 due this week
Billable Hours
1,284
↑ 8% MTD
Revenue (MTD)
$248K
↑ ahead of plan
Active Projects
Northstar Mfg — ERP rollout68%On track
Apex Group — integration build41%At risk
Lakeside Co — reporting refresh90%On track
Vertex Partners — AI pilot22%Planning
Team Workload
Sarah K. · 92%
Marcus T. · 74%
Priya R. · 58%
Automations
Overview
Flows
Run History
Errors
Automation Overview
What’s running, what it saved you
Demo UserDU
Active Automations
24
all healthy
Runs (30d)
18.4K
~613/day
Error Rate
0.3%
within target
Time Saved
312h
/ month
Run Volume · last 14 days
Active Flows
New lead → CRM + SlackLive
Invoice approval routingLive
Weekly KPI digest emailLive
Onboarding checklistPaused
CRM
Pipeline
Contacts
Companies
Activity
Pipeline
Every deal, contact and touchpoint connected
Demo UserDU
New Leads (mo)
142
↑ 18%
Open Deals
38
$1.2M value
Win Rate
28%
↑ 4pt
Booked Calls
31
this week
Pipeline by Stage
Discovery14 deals$420K
Proposal11 deals$360K
Negotiation8 deals$290K
Closing5 deals$130K
Recent Activity
Call — Apex Group2h ago
Email — Northstar Mfg5h ago
Meeting booked — VertexToday
Note — Lakeside CoYesterday
Capacity
Schedule
Team
Utilization
Capacity & Schedule
Who’s available, who’s overloaded
Demo UserDU
Team Utilization
81%
near capacity
Available Hours
96
this week
Overbooked
2
people
Open Slots
12
next 2 wks
This Week
Mon
Apex build
Standup
Tue
Northstar QA
Wed
Vertex workshop
Review
Thu
Lakeside call
Fri
Deploy
Retro
App Store / Marketplace
Every interface, automation and module — one structured home
Demo UserDU
Work Hub
Projects, tasks, time & financials.
Installed · Open
Automations
Build & monitor workflows.
Installed · Open
CRM
Clients, pipeline & activity.
Installed · Open
Capacity
Workload & scheduling.
Installed · Open
Reports
Exports & scheduled reports.
+ Add
Checklists
Permissions & onboarding.
+ Add
Settings
Roles & access.
Open
Add Module
Extend with a new interface.
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