A sharper operating view for UNL Digital.
This rebuild is designed as a mobile-friendly internal web app with browser storage, exportable backups, and focused tracking for client revenue, ad spend, management fee profit, priorities, and lead activity.
Monthly billing
$2,800
Retainers currently active across recurring clients.
Mgmt fee profit
$3,365
Management fees minus logged fulfillment costs per client.
Income
$11,800
Ledger-based revenue currently logged in the app.
Expenses
$2,065
All operating and fulfillment costs from the local ledger.
Active clients
2
Client memberships and project relationships currently active.
Facebook ad spend
$6,700
Combined ad spend stored at the client account level.
Management fees
$5,300
Gross management fees across your active roster.
Leads
99
Lead totals rolled up from each tracked client account.
Financial pulse
Income versus expense momentum
A lightweight six-month snapshot from your browser ledger so you can quickly see whether cash activity is strengthening or getting compressed.
Billing mix
Monthly versus project
This split helps you see how much of the book is recurring versus one-off project work.
$6,400
$5,400
Profitability signal
$3,365
Pure profit on management fees is calculated by subtracting each client’s fulfillment cost from its management fee.
Gross fees
$5,300
Delivery cost
$1,935
Client memberships
Track retainers, projects, fees, spend, and leads
Each client record powers the billing mix, ad spend, fee margin, and lead summaries across the dashboard.
Live roster
Client performance and margin view
Use this space to maintain active memberships, compare billing structures, and identify which accounts are strongest on management fee profit.
Northline Roofing
monthlyactiveMonthly billing: $2,800
Project billing: $0
Facebook ad spend: $2,400
Management fee: $1,800
Fulfillment cost: $650
Leads: 38
Fee profit
$1,150
Peak Outdoor Living
projectactiveMonthly billing: $0
Project billing: $5,400
Facebook ad spend: $1,200
Management fee: $1,400
Fulfillment cost: $525
Leads: 17
Fee profit
$875
Harbor Med Spa
monthlypausedMonthly billing: $3,600
Project billing: $0
Facebook ad spend: $3,100
Management fee: $2,100
Fulfillment cost: $760
Leads: 44
Fee profit
$1,340
Money log
Add income and expenses
These ledger entries are stored in the browser and feed the income, expense, and net-profit views automatically.
Recent financial activity
Ledger timeline
Keep a running view of the most recent income and expense changes without leaving the dashboard.
Ad creative production
Apr 8, 2026
-$325
Software stack
Apr 7, 2026
-$540
Contract design support
Apr 6, 2026
-$1,200
Peak Outdoor landing page
Apr 5, 2026
+$5,400
April retainers
Apr 2, 2026
+$6,400
Net position
$9,735
Project billing
$5,400
Ad spend tracked
$6,700
Team priorities
Capture the work that moves accounts forward
Use this board to keep operational priorities visible alongside the financial side of the business.
Execution view
Priority board
Switch status in place as work progresses. This keeps short-term delivery visible without needing a separate project tool.
Review campaign pacing for top three ad accounts
Owner: James
Prioritize CPL drift and management fee margin accounts.
Finalize monthly reporting template refresh
Owner: Ops
Add management fee profit snapshots and lead quality notes.
Backup controls
Export and import between devices
Because this first live version uses local browser storage, backup files are the cleanest way to move your dashboard data between computers.
Backup health
Last export
Not yet
Last import
Not yet
Working notes
How this first live version behaves
This release is intentionally simple: fast to deploy, easy to use, and ready for a later upgrade to shared accounts or cloud data.
Data saves in this browser
Every change writes automatically to local storage on the device and browser where you are using the app.
Backups move your data
Use Export Backup to create a JSON file, then Import Backup on another device to restore the same dashboard state.
Responsive for mobile use
The interface stacks cleanly on smaller screens and keeps the key client, money, and backup tools reachable.
Ready for a later upgrade
If you later want shared logins, synchronized data, or role-based access, this can evolve into a full account-based app.