Client roster
Finance
Charts
Revenue, costs, profit & where the money goes.
Cash collection
Who to invoice, who still owes, who paid — this month.
Fixed costs
Recurring costs not tied to a single client. Click a row to edit.
Asset prices
What you pay per delivered asset, in its own currency ($ or €).
Profitability per client
Click a row to open the client. Sort by a column header.
Sales
Your call list for this workspace: who to call, follow-ups due today on top, one tap to dial.
Team
Who you work with, their local time, and whether they are around.
End of day
One short report per person per day: what shipped, what is blocking. The whole team reads along.
Forms
Typeform-style questionnaires with a shareable link — onboarding first. Duplicate the template, personalize it for a client, send the link.
Legal
Agreements clients and editors sign online: typed signature, e-mail, timestamp and the exact text — all recorded. Send the link, get it signed.
Clients
Collections
Browse curated collections of standout videos grouped by format, hook, and story structure.
Stories
Your Story swipe file. Track creators you love — the system pulls their Instagram Highlights so you can study the sequences and save the frames.
Videos
Analyze videos from your channels to unlock deep insights and find your next idea. The central library of every tracked creator.
Track LinkedIn creators and steal their best posts — scraped safely, without ever touching your own account. Drop a post link and it lands on a client's idea board.
Every message and voice note from a client's WhatsApp group in one place — transcribed and ready to push to Claude for next steps.
Training
Internal trainings for the team, and courses you give to clients. Work through the chapters and check them off.
Role
Client
LiveFrom lead to client
How many make it through each step.
Where they come from
Leads per source, and how many became clients.
Leads
Click a row to turn it into a deal.
Per month
What was closed, and what part of it is yours.
Deals
Click a row to edit it.
What goes out
Delivered assets, per editor. This is what the VA fills in.
What comes in
Invoices to this client
Monthly trend
Revenue and costs for this client, last 12 months
DataSource.fetchStats().
Set mode to 'live' once you have API keys; nothing in the UI changes.Views per platform
Daily views
Top performing posts
By views
Videos
Every synced video with its stats — the multiplier compares it to this account's own average.
Shared links
Calls
Paste a transcript or a link. The date fills itself in.