Financial performance and customer analysis dashboard displaying services, revenue, and geographic data.

Settings

Define and maintain a list of business segments relevant to your clients. These segments will be referenced in the “Client Registration” tab, allowing you to categorize clients based on their industry or field of operation. Keeping this list updated ensures consistency in classification and improves reporting accuracy.

Client Data

Register and manage your clients in a structured format. Specify whether each client is an individual or a legal entity, and provide key details such as:

Business segment
Primary contact name
Full address
Preferred contact methods

Maintaining an accurate client database streamlines service tracking and enhances communication efficiency.

Consulting Data

Record each consulting service provided, capturing all essential details, including:

Client Name (selected from the registered list)
Service Date
Service Amount
Payment Status (received or pending)
Brief Summary of the service provided

A well-documented service log ensures transparency and improves financial tracking.

Dashboard

Monitor your consulting activities through an interactive dashboard featuring key performance indicators and graphical insights. This section helps you track: