Dashboard & Insights

Your whole business, on one screen you'll actually check.

Cash collected, money owed, quotes in flight, hours on the clock — the dashboard rolls every corner of the workspace into numbers you can act on, with the reports one click deeper.

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Your whole business, on one screen you'll actually check.

Everything inside

Every facet, function & convenience.

Revenue timechart

Monthly cash collected, drawn from real payments — hover any month for the exact figures.

Collections at a glance

Outstanding totals and paid-this-month side by side, so the gap between billed and banked is never a mystery.

Invoice aging

Current / 30 / 60 / 90+ buckets with the actual invoices listed inside each one — click through and act, don't just worry.

Approval & conversion rates

Estimates won versus lost, with the dollar value of each — know how your quoting really performs.

Revenue forecasting

The recurring forecast projects next month's invoicing before it happens — retainers, subscriptions, and schedules summed up.

Billable hours & timesheets

Unbilled hours surfaced as money on the table; weekly timesheets and utilization one click deeper.

Estimates pending

Quotes awaiting an answer, with their combined value — your pipeline in one number.

Live activity feed

Every view, approval, comment, and payment streams in as it happens — real-time, across the whole team.

Status counts everywhere

Every list in the nav carries live per-status counts, so triage starts before you click.

Drilldown reports

Years → months → items: revenue by client, project, and category — every number expands until it's a document.

Ops dashboard

The owner's Monday check: recurring forecast, outstanding balances, time utilization, and aging in one sweep.

CSV & PDF exports

Any list, any report — out as clean CSV or a print-ready PDF for the accountant.

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Aging that names names

Aging that names names

A number like "$12,400 overdue" is stress. A bucket that opens into three invoices with send-reminder actions is a plan. Fee-Lion's aging report holds the actual items, not just the totals.

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Forecasting you didn't have to build

Forecasting you didn't have to build

Because recurring invoices live in the system, next month's revenue projection is just math we do for you — no spreadsheet, no guessing.

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From dashboard to document

From dashboard to document

Every figure drills down: the year opens into months, the month into items, the item into the invoice itself. No dead-end numbers.

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Triage starts in the sidebar

Triage starts in the sidebar

Every list in the nav wears its live per-status count — drafts, overdue, pending approval — so you know what needs you before you click, and open only the pile that does.

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A feed that proves it happened

A feed that proves it happened

Views, approvals, comments, payments — every event across the whole team streams into one live feed. The dashboard isn't a snapshot you refresh; it's the pulse of the business as it beats.

Your first client is two minutes away.

Name your workspace, add a client, send the estimate. We'll handle the part where it turns into money.

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