UNI Business Command Center

💰

Monthly Revenue

$24,850

▲ 12.4% vs last month

◈

Active Clients

34

▲ 3 new this month

📋

Open Proposals

8

▼ 2 awaiting reply

💳

Expenses MTD

$6,240

▲ Within budget

Revenue Overview

Full Report →

Revenue

Expenses

Today's Tasks

5 open

Follow up with 3 UNI eCard client proposals

9 AM

✓

Review monthly financial report

Done

Onboard new UNI community member

2 PM

Update eCard template for retail client

4 PM

Send weekly UNI newsletter draft

5 PM

Calendar

Full View →

April 2026

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Upcoming

10:00 AM

Client Discovery Call

UNI eCard Prospect

2:00 PM

Team Check-In

Weekly sync

Apr 15

UNI Community Mixer

Networking event

Inbox

Open Gmail →

MJ

Marcus Johnson

eCard proposal follow-up

Hey, just checking in on the proposal you sent last week...

9:12 AM

SR

Sandra Rivera

Invoice #1042 received

Payment processed. Thank you for the quick turnaround...

8:44 AM

DP

Derek Phillips

Re: Membership upgrade

I'd like to move to the Enterprise plan for my team...

Yesterday

UNI

UNI Network Alert

New member joined your community

Tanya Brooks signed up via your referral link...

Yesterday

QB

QuickBooks

3 invoices overdue

You have 3 outstanding invoices totaling $4,200...

Apr 11

Alerts & Activity

3 action needed

🔴

Invoice #1039 overdue — $1,800

Overdue

3 days

🟡

Proposal for Rivera Group expires in 2 days

Expiring

2d left

🟡

3 new eCard leads from QR code scans

New leads

Today

🟢

Client Johnson activated NFC card — card view +12

Activity

1h ago

🟢

Monthly goal 83% complete — $24,850 / $30K

Live

🔵

Stripe payout of $8,400 scheduled for Apr 15

Pending

Apr 15

Quick Access

Business Tools

Monthly Goals

April 2026

Revenue Target

83%

$24,850 / $30,000

New Clients

60%

3 / 5 target

eCards Delivered

90%

18 / 20 target

Proposals Sent

67%

8 / 12 target

Budget Adherence

✓ On Track

$6,240 / $12,000 budget

💰

Total Revenue YTD

$89,420

▲ 18% vs same period last year

💸

Total Expenses YTD

$22,180

▲ 6% increase

📈

Net Profit YTD

$67,240

▲ 75.2% margin

⏳

Outstanding AR

$12,600

▼ 3 invoices overdue

Revenue vs Expenses — 2026

Revenue

Expenses

Net Profit

Budget Breakdown

MTD

Marketing & Ads

$1,840 / $3,000

Software & Tools

$920 / $1,500

Contractors

$2,400 / $4,000

Office / Admin

$480 / $1,000

Travel & Events

$600 / $2,500

Recent Transactions

Open QuickBooks →

Date	Description	Category	Client / Vendor	Amount	Status
Apr 13	eCard Package — Enterprise	Income	Rivera Group	+$2,400	Paid
Apr 12	Hosting & Domain Renewal	Expense	GoDaddy	-$89	Paid
Apr 11	Consulting Retainer — Apr	Income	Johnson Realty	+$3,500	Paid
Apr 11	Facebook Ad Campaign	Expense	Meta Ads	-$340	Paid
Apr 10	eCard Package — 5 cards	Income	Brooks Insurance	+$750	Pending
Apr 09	Contractor — Design Work	Expense	Freelancer	-$600	Paid
Apr 08	NFC Card Order — 50 units	Expense	Supplier	-$420	Paid
Apr 07	Membership Revenue — Q2	Income	UNI Members x14	+$4,200	Paid
Apr 06	Invoice #1039 — Outstanding	Pending	Phillips Co.	$1,800	Overdue

✅

Active Clients

34

▲ 3 new this month

📋

Proposals Out

8

$18,400 potential

🎯

Conversion Rate

68%

▲ Up from 54%

💰

Avg Client Value

$731

▲ Per month

Sales Pipeline

$18,400 pipeline value

Prospect / Lead 3

Torres Salon Group

$1,200

Fashion & Beauty · Intro call scheduled

West End Realty

$2,800

Real Estate · Discovery call Apr 14

Nguyen Insurance

$1,800

Insurance · QR lead via eCard scan

Proposal Sent 3

Rivera Group

$4,800

Enterprise · Sent Apr 10 — expires Apr 15

Brooks Insurance

$1,500

Pro · Decision by Apr 18

Midtown Pharmacy

$2,200

Pharma · Follow-up pending

Negotiation / Close 2

Johnson Realty

$3,600

Enterprise · Contract review

Phillips Co.

$500

Pro · Signing today

Active Client Roster

Open CRM →

Client	Industry	Plan	eCards	Monthly Value	Status
Johnson Realty	Real Estate	Enterprise	12 active	$3,500	Active
Rivera Group	Consulting	Enterprise	8 active	$2,400	Active
Brooks Insurance	Insurance	Pro	4 active	$750	Pending
Midtown Pharmacy	Pharma	Pro	3 active	$600	Active
Torres Salon	Beauty	Pro	2 active	$400	Active