Revenue (MTD)

$48.2K

↑ +12.5%

New Leads

↑ +8 this week

Active Projects

3 closing this week

Tasks Due Today

↑ 2 urgent

Overdue Tasks

↓ -1 from last week

Cashflow

$32K

↑ Healthy

Workload & Priorities

Total Tasks

Urgent (8)

High (14)

Normal (12)

Low (8)

Top Priorities

Sales Pipeline

Lead

Contacted

Proposal

Negotiation

Won

Activity Feed

Next 7 Days

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Budget Proposal Deadline Today

Client Call: TechCorp Wed

Team Sync Thu

💰 Finance Dashboard

Real-time financial insights powered by CFO Agent

💵

Cash in Bank

$124,500

+8% vs last month

📄

Outstanding Invoices

$45,600

$8,900 overdue

📈

Monthly Revenue

$89,000

+12% vs last month

💎

Net Profit

$23,600

26.5% margin

🚨 Action Required

⚠️

3 invoices overdue by 30+ days

$8,900 outstanding - Follow up recommended

ℹ️

Q1 BAS due in 14 days

Estimated payment: $15,200

✅

Revenue up 12% vs last month

Great performance! Consider reinvesting.

📋 Recent Transactions View All

↓

Client Payment - Acme Corp

Mar 13, 2026

+$12,500

↑

AWS Infrastructure

Mar 12, 2026

-$2,400

↓

Client Payment - TechStart

Mar 11, 2026

+$8,500

↑

Office Rent

Mar 10, 2026

-$3,500

💬 CFO Agent ● Online

💰

👋 I'm your CFO Agent! I can help you with:

• Cash flow & bank balances
• Invoice tracking
• Revenue & profit analysis
• Tax planning
• Financial forecasts
• Creating financial tasks

What would you like to know?

📅 Upcoming Bills

MAR

Quarterly Tax Payment

$15,200

4 days

MAR

Insurance Premium

$2,400

6 days

MAR

Software Subscriptions

$1,800

11 days

Business Overview

Workload & Priorities

Top Priorities

Sales Pipeline

Activity Feed

Next 7 Days

Task Board

💰 Finance Dashboard

Task Title

Create New Task