Client Operations · Sales Ledger

Follow-ups, contracts, collections, and overdue accounts on one screen: a sales ledger for client operations.

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Follow-ups, contracts, collections, and overdue accounts on one screen: a sales ledger for client operations.

Build a client operations ledger for a sales team: across the top, five headline cards — new leads, active accounts, this month's signed contract value, the overall collection rate, and payments still uncollected past their due date — sit in one row. A conversion funnel reads 37 to 26 to 18 to 11 to 4, a bar chart plots monthly contract value, and a region ranking toggles between ranking by region and ranking by salesperson. On the right, a key-client panel shows each account's contract and payment progress, with overdue amounts marked in red so nothing slips past. Below, a client detail table lists every account by industry, region, owner, and pipeline stage, alongside contract value, amount collected, and the latest follow-up note; follow-up actions cover phone calls, scheduled demos, on-site visits, and decision-chain confirmation. All data is built-in sample data, and the interface keeps a restrained black, white, and green palette. Single-file static page.

Overdue payment reminders

Extends the follow-up action list with overdue payment reminders alongside phone calls, demos, visits, and decision-chain confirmation, so collecting late money becomes a tracked action too.

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Build a client operations ledger for a sales team: across the top, five headline cards — new leads, active accounts, this month's signed contract value, the overall collection rate, and payments still uncollected past their due date — sit in one row. A conversion funnel reads 37 to 26 to 18 to 11 to 4, a bar chart plots monthly contract value, and a region ranking toggles between ranking by region and ranking by salesperson. On the right, a key-client panel shows each account's contract and payment progress, with overdue amounts marked in red so nothing slips past. Below, a client detail table lists every account by industry, region, owner, and pipeline stage, alongside contract value, amount collected, and the latest follow-up note; follow-up actions cover phone calls, scheduled demos, on-site visits, and decision-chain confirmation. All data is built-in sample data, and the interface keeps a restrained black, white, and green palette. Single-file static page.

Dark console theme

Moves the ledger to a restrained dark scheme; the metric cards, conversion funnel, and region ranking keep their layout, only the palette changes.

Try Websites Agent

Build a client operations ledger for a sales team: across the top, five headline cards — new leads, active accounts, this month's signed contract value, the overall collection rate, and payments still uncollected past their due date — sit in one row. A conversion funnel reads 37 to 26 to 18 to 11 to 4, a bar chart plots monthly contract value, and a region ranking toggles between ranking by region and ranking by salesperson. On the right, a key-client panel shows each account's contract and payment progress, with overdue amounts marked in red so nothing slips past. Below, a client detail table lists every account by industry, region, owner, and pipeline stage, alongside contract value, amount collected, and the latest follow-up note; follow-up actions cover phone calls, scheduled demos, on-site visits, and decision-chain confirmation. All data is built-in sample data, and the interface keeps a restrained black, white, and green palette. Single-file static page.

Weekly report export

Adds a weekly follow-up report exportable by region, so a sales lead can pull one region's week into a file; the sample data, cards, and rankings stay unchanged.

Try Websites Agent

Build a client operations ledger for a sales team: across the top, five headline cards — new leads, active accounts, this month's signed contract value, the overall collection rate, and payments still uncollected past their due date — sit in one row. A conversion funnel reads 37 to 26 to 18 to 11 to 4, a bar chart plots monthly contract value, and a region ranking toggles between ranking by region and ranking by salesperson. On the right, a key-client panel shows each account's contract and payment progress, with overdue amounts marked in red so nothing slips past. Below, a client detail table lists every account by industry, region, owner, and pipeline stage, alongside contract value, amount collected, and the latest follow-up note; follow-up actions cover phone calls, scheduled demos, on-site visits, and decision-chain confirmation. All data is built-in sample data, and the interface keeps a restrained black, white, and green palette. Single-file static page.