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Designer Business Kit Freelance Ops Toolkit
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A-00

Dashboard

Everything at a glance.

Active Projects
0
Total Revenue
Outstanding
Clients
0
Profit This Month
$0
Email Lists
0
Business Health
Average Project Value
$0
Average Profit Margin
0%
Outstanding Invoices
$0
Projects This Month
0
Revenue This Month
$0
Upcoming Deadlines
Upcoming Tasks
A-01

Projects

Track every job from lead to paid — status, invoicing, and fees in one table.

Active Projects
0
Total Revenue
Outstanding
ProjectClientJob TypeJob StatusPaymentPriorityInvoice #Total FeePaidFee RemainingDueDays Remaining
Deadline Tracker

What's racing toward its due date, across every active project.

A-02

Tasks

Manage your time and to-dos, month by month.

Today's Tasks
SunMonTue WedThuFriSat
A-03

Pricing Calculator

Rough out a project quote by the hour or by area, before it goes into a proposal.

France: 20% standard VAT. Leave at 0 if not applicable.

Invoice Details
Estimated Total
$0
Base$0
Complexity adj.$0
Rush fee$0
VAT$0
Total$0
Invoice Line Items
ItemQtyUnitPriceAmount

Amount already includes complexity, rush fee, and VAT.

Subtotal$0
Complexity adj.$0
Rush fee$0
VAT$0
Invoice Total$0
A-04

CRM

Every client you've worked with, pulled automatically from your projects — plus a few things worth tracking by hand.

Clients
0
Active
0
Total Revenue
ClientEmailWebsiteProjectsTotal RevenueOutstandingLast ContactStatusNotes
Email Lists

Organize your contacts into named lists — for newsletters, VIP clients, past leads, and more.

List NameDescriptionCreatedEmails
A-05

Profit Calculator

What you've actually been paid, month by month, against what it costs to keep the lights on.

Paid This Month
$0
Monthly Overhead
$0
Profit This Month
$0
Profit vs. Expenses
Profit
Expenses
Year in Review
Profit
Expenses
Monthly Revenue (Paid Projects)
MonthProjectClientAmount Paid
Monthly Expenses
MonthExpenses
Overhead & Expenses

Give each expense a real date. Check "Recurring" for ongoing costs like subscriptions or rent — it'll count every month from that date onward.

ItemCostDateRecurring