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Dashboard

Good to see you, Northline Media (Demo).

Here's where your agency stands today.

Today's sweep

Get set up 2/6 done

✓ Add your first client 2 Connect Buffer so posts go live 3 Connect Claude for AI carousels & captions 4 Generate your first carousel ✓ Schedule your first post 6 Invite a client to their portal

Headline numbers

Active clients
10
on the books right now
Monthly recurring revenue
$20,700.00
$0.00 collected this month
Outstanding 4 overdue
$20,700.00
$11,400.00 collected to date
Tasks due this week
16
next 7 days

At-risk clients

1 of 10 active retainers healthy
ClientHealthWhy
Marlow Automotive
Marlow Automotive Group
 30 Renewal overdue 61d · Unpaid retainer this month
Sable & Reed
Sable & Reed Injury Law
 30 Renewal overdue 61d · Unpaid retainer this month
Summit Fitness
Summit Fitness Club
 30 Renewal overdue 52d · Unpaid retainer this month
Juniper Realty
Juniper Realty Team
 43 Renewal overdue 22d · Unpaid retainer this month
Ember Salon
Ember Salon & Spa
 47 Renewal overdue 18d · Unpaid retainer this month
Northgate Dental
Northgate Family Dental
 47 Renewal overdue 18d · Unpaid retainer this month
Harbor Exotics
Harbor Exotic Rentals
 55 Renewal overdue 10d · Unpaid retainer this month
Copper Kettle
Copper Kettle Kitchen
 59 Renewal overdue 6d · Unpaid retainer this month

Due this week

Nothing due in the next 7 days. Open the calendar →

Reel pipeline — November

No reels in production this month.

Insights

Overdue
4 invoices past due
Marlow Automotive · INV-1139$3,000.00
Sable & Reed · INV-1141$3,600.00
Ember Salon · INV-1144$1,500.00
Summit Fitness · INV-1146$1,200.00
Review invoices
Renewals
1 renewal in the next 14 days
Vantage SolarNov 4, 2026 · $2,200.00/mo
Open tracker
Quota
5 clients behind on videos
Marlow Automotive0/16
Harbor Exotics0/12
Sable & Reed0/12
Juniper Realty0/12
Atlas Collision0/8
Open daily sweep