Trust · Transparency · Organization
Business Dashboard
Clients, quotes, funded purchases and holdings — all connected.
Clients0
Funded Sales$0
Open Quotes0
Gross Profit$0
Quick Actions
New Client
Create an account before building their portfolio.
New Quote
Price a product, assign it to a client, then save it without affecting sales.
Practice Cleanup
Remove only the built-in Demo Client when you are done testing. Real clients are untouched.
Safety Rules
Clear resets unsaved fields. Delete removes saved records. Reverse to Quote removes an accidental funded purchase from sales and holdings.
Client Management
Client Accounts
Open a client to see quotes, purchases, holdings and private figures.
Connected Calculator
Quick Quote
Build the price here, then save it directly to a client account.
Quote Total$0
Total Cost$0
Gross Profit$0
Margin0%
PRIVATE: Your cost, profit and margin stay in the office view. A saved quote does not count as a sale or holding until you convert it to a purchase.
Clear Quote only resets the calculator fields. It does not delete anything already saved.
Pipeline
Quotes & Orders
Keep open opportunities separate from completed purchases.
Open Quotes
Convert when funded
Recent Purchases