Dashboard
2026-07-11 11:11:00
Filter Metrics Timeline:
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Total Active Clients
0
Total Invoiced
₹0.00
Total Received
₹0.00
Balance Outstanding
₹0.00
Net Profit Margin
₹0.00
My Total Tasks
0
Tasks In Progress
0
Completed On-Time
0
My Performance Score
100%
Monthly Revenue & Expenses
Invoices Status
Recent Marketing Clients
| Client Name | Project / Scope | Phone | Status |
|---|---|---|---|
| No clients added yet. Click 'Clients' to add. | |||
Latest Invoices
No invoices created yet. Go to 'Create Invoice' to begin.
Marketing Leads Pipeline
New Leads
0
Contacted
0
Proposal Sent
0
Closed Won
0
Team Tasks Board
To Do
0
In Progress
0
Completed
0
Profit & Loss
Total Income:
₹0.00
Total Expenses:
₹0.00
Net Profit:
₹0.00
Log Expense
Expense Ledger
| Date | Description | Category | Amount | Logged By | Action |
|---|---|---|---|---|---|
| No expenses logged yet. | |||||
| Client / Company | Project Name | Email Address | Phone Number | GSTIN / Tax ID | Actions |
|---|
Live Invoice Sandbox
Auto-Syncing| Invoice ID | Client Name | Date | Due Date | Total Amount | Paid | Balance Due | Type | Actions |
|---|
YDP Agency Profile
Freelancer Profile
Payee Bank & UPI Defaults
Invoice Templates & Notes
Team Management
System Data Management
YDP GROUP Agency Settings
Official agency details shown on "Agency Mode" invoices.
Freelance Invoicing Profile
Personal freelancer details shown on "Freelancer Mode" invoices. This hides all agency references.
Payee Bank & UPI Defaults
Save your bank details and UPI ID to auto-populate invoices.
Required to automatically generate interactive UPI Payment QR Codes.
Default Invoice Settings
Manage default terms, note contents, and standard taxation parameters.
Team Member Access Management
Register team accounts, set access roles, and control active profiles.
Active Portal Members
| Email Address | Access Role | Performance Score | Actions |
|---|
System Data Management
Export database files or clear local data buffers inside LocalStorage.
System Purge
This action will clear all local clients, invoices, settings, and revert color schemes back to defaults. This cannot be undone.
Backup & Migration
Download a local JSON copy of your CRM database (Clients, Invoices, Settings) to restore at a later date or on another device.
