⚡ Advanced Business Intelligence • Smart Automation

🚀 QUICK START GUIDE

1. Add your first client using 🎯 Add New Client - The system will automatically calculate health scores
2. Create your first invoice with 📝 Create Invoice - Link it to your client for automatic tracking
3. Track opportunities using 📊 Add Opportunity - Set probability and watch revenue forecasts update
4. Stay on top of tasks with 🏆 Daily Actions - Your morning command center for priorities
5. Schedule follow-ups using 📞 Log Follow-up - Never miss important client touchpoints

🎯 Key Benefits

• Automated Health Scoring - No manual tracking needed; the system calculates client health automatically
• Interactive Dashboard - Click any metric to reveal detailed breakdowns, specific client data, and prioritized action items
• Revenue Forecasting - Predict future income with probability-weighted calculations
• Complete Integration - All databases are connected for seamless workflow and reporting

✅ Ready to go!

⚡ QUICK ACTIONS

🎯 Add New Client ● 📝 Create Invoice ● 📞 Log Follow-up

📊 Add Opportunity ● 🏆 Daily Actions

✨ INTELLIGENCE HUB