Clients & Projects Dashboard

Clients & Projects

Total Clients
Total Active Clients
Total Projects
Total Active Projects
Total Project Work Orders
Total Active Project Work Orders
Total Tasks
Total Tasks Completed
Total Tasks Unscheduled
Total Overdue Projects
Total Tasks Unscheduled Complete
Total Overdue Clients
Total Tasks Unscheduled but NOT Complete
Total Overdue Project Work Orders
Total Tasks Scheduled but Not Complete
Total Task In Progress
Total PERCENT by Tasks Type
Total Hours by Task Type
Total Scheduled Today
Tasks Accomplished Today
Tasks Added Today
Total Hours Expended / Scheduled on Project
Total Hours Actual vs Estimated

Client Tracking – Clarity Across the Entire Client Lifecycle

Track every detail, interaction, and milestone for your clients — from onboarding to project delivery and long-term support. The Client Tracking app provides centralized visibility into the people and organizations you serve, keeping your team aligned and your records accurate.

Clients & Projects Dashboard

Monitor TCO over time, incorporating acquisition cost, operational expenses, and asset depreciation to drive lifecycle planning and replacement decisions.