Overview
Run your business from one place
D
Agency Dashboard Login
Sign in with your team email to access the dashboard.
First time setup
Create your first Firebase Auth user in Firebase Console, then manually add a Firestore user document with role owner.
Total Leads
0
All businesses tracked
Previews In Progress
0
Currently being built
Closed Clients
0
Accepted and paid
Maintenance Clients
0
Monthly recurring
Open Tasks
0
Still needs action
Projected Revenue
$0
From client package totals
Pipeline Snapshot
Where leads currently sit
Upcoming Tasks
Nearest due dates first
Recent Leads
Newest businesses added
Recent Activity
Latest changes made by your team
| Business | Contact | Status | City | Assigned | Updated | Actions |
|---|
| Project | Business | Status | Package | Assigned | Preview Link | Actions |
|---|
| Client | Package | Amount | Payment | Maintenance | Domain | Actions |
|---|
| Task | Status | Priority | Assigned | Due | Related To | Actions |
|---|
Activity Log
Everything important that happened in the system
| Name | Role | Active | Last Seen | Actions |
|---|
Team setup note
Creating a Firestore team record does not create Firebase Auth accounts automatically.
Create the user in Firebase Authentication first, then have them sign in once. After that, set or update their Firestore user document here.
Business Settings
Saved into Firestore for your team
Quick Links
Easy access to commonly used actions
Firebase collections used
users
leads
previewProjects
clients
tasks
activityLogs
appSettings
Recommended roles
- owner — full access
- worker — create and edit operational data
- viewer — read-only access