Your company's numbers, without asking each team for a report
Whoever runs an agency, a consultancy or a studio needs to know every week how much was sold, how much was collected, who owes money and which project is slipping. In AgentticCRM those numbers come from what your team already records: the Main dashboard shows them when you sign in and Reports gives you the detail.
- What needs attention today, with a link to each record
- What you collected, spent and earned in the period
- Who owes you and since when
AgentticCRM's Main dashboard with fictitious data: the day's greeting, what lies ahead, the written summary, the organization's numbers, projects, support, team workload, invoices, payments and top clients.
What you see when you open the Main dashboard
Six blocks, each linking to the record that needs to move.
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What needs attention
Overdue invoices, urgent tickets, unanswered proposals, projects about to be due and tasks with no owner.
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This week against last week
New clients, proposals sent, invoices issued and payments received, with the trend of the last twelve weeks.
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The period's money
Outstanding, overdue, collected, spent and profit, plus the days your clients take to pay.
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Sales and their forecast
The period's sales on the dashboard and, in the Sales pipeline, the forecast of what's open, weighted by each stage's probability.
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Projects and workload
Which projects are on track, which are at risk and how much work each person carries, including work with no owner yet.
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Support at a glance
Open, urgent, unassigned and unanswered tickets, and the ones your team solved this week.
The numbers come from what your team records
There's no separate spreadsheet someone updates on Friday. Invoiced amounts come from issued invoices, collections from recorded payments and spending from the period's expenses. If a figure looks wrong, you open the source record and fix it there.
The period you choose, whether the current month, the current year or a date range, is saved with you and applies the same way on the Main dashboard, the Sales pipeline, Proposals, Invoices and Reports. That way every screen talks about the same dates.
Your Monday review in AgentticCRM
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Start with what's urgent
Open the Main dashboard and deal first with overdue invoices, urgent tickets and tasks with no owner.
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Compare the week
See what went up and what went down against last week: proposals, invoices, payments and tickets.
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Check who owes you
In Reports, receivables aging splits what's outstanding into five brackets, and each client on the list opens their record.
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Look at projects at risk
The dashboard tells you which projects have drifted and who is overloaded, before the client notices.
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Ask what isn't on screen
Your connected ChatGPT or Claude cross-checks the data for you: which clients have an overdue invoice and, at the same time, late work on their projects.
Ask your ChatGPT or Claude
Three requests leadership makes of its AI once it is connected to AgentticCRM, with the answer it gets.
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You: How much do we expect to close, by owner?
Claude:Weighted by each stage's probability, the open pipeline adds up to USD 83,220.00:
- Marta Solís: USD 36,640.00, almost all of it from Grupo Almendra's annual agreement, already in Negotiation.
- You: USD 31,400.00, between Vértice Legal and Grupo Almendra's portal.
- Andrés Peña: USD 10,650.00, from Andes Digital's acquisition campaign.
- Diego Serrano: USD 980.00.
Nordia's opportunity, weighted at USD 3,550.00, has no owner. Want me to assign it to someone?
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You: Which open opportunities have no next step?
ChatGPT:Two, worth USD 24,000.00 together:
- Brand refresh, for Marea Estudio, USD 9,800.00, owned by Diego Serrano.
- Managed support, for Nordia, USD 14,200.00, which has no owner either.
Should I give both a next step for this week?
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You: Who on the team has the heaviest load right now?
Claude:Marta Solís, with 14 open tasks and 3 overdue. Here's everyone else:
- Diego Serrano: 11 open, 1 overdue.
- You: 9 open, none overdue.
- Andrés Peña: 6 open, 2 overdue.
- Ricardo Ibarra: 4 open and none overdue, but carrying Andes Digital's PRJ-0131 alone, and it's at risk.
There are also 2 tasks with no owner. I'd take some load off Marta and add someone to PRJ-0131 alongside Ricardo. Want me to suggest how to split it?
Questions from leadership
Do I have to ask each team to update a report?
No. The numbers come from what each team records in its daily work: proposals, projects, invoices, payments, expenses and tickets. The more complete the owners, dates and statuses, the more accurate what you see.
Can I know how much I'll sell this quarter?
The Sales pipeline gives you the forecast: it adds up what's open in the period, weights it by each stage's probability and shows it apart from what's won. An expectation never counts as money collected.
See the Sales pipelineDoes Reports replace my accountant?
No. Reports tells you how your operation's money is doing: what you collected, what you're owed and where the spending goes. Formal accounting and taxes stay with your accountant, and you send them each table as a CSV.
What if I invoice in several currencies?
Totals are calculated in your organization's currency, so amounts are never mixed with an exchange rate nobody set. Each invoice keeps its own currency in the client's record.
Does my team see the same numbers I do?
Only if their role allows it. Each person sees their own Main dashboard: someone in support sees their tickets and workload, and money figures only appear to people who can see invoices, payments and expenses.
Request a demo built for leadership
In 15 minutes we follow one of your clients through to the numbers you'd see every Monday: what was sold, what was collected and what's at risk.
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