Team portal
Sign in with your Employee Code and PIN. Work updates are logged against the current 3-hour window, along with your location — your manager and Admin can see this.
Sign in
This is where everyone logs what they worked on during each time slot of the day — whatever your role. It's the base every other report and summary in this app is built from.
Today's update
—Log an update
Log advisor work
Your own activity history — daily, weekly, monthly, quarterly, and yearly. Open any period to see it; nothing loads until you do.
Mark your team
—For managers — a quick status check-in on your team (Working / Idle / N/A, with an optional note). This doesn't replace their own daily update — it's your own separate read on the team, useful when someone can't log their own (field work, no signal). Your own update above still needs to be on time.
A same-day view for managers — who's logged their update and who hasn't yet, so gaps can be caught early rather than showing up in the end-of-day report.
Needs attention (missed windows today)
Today's entries
Open action points
The sales pipeline, step by step — use whichever tab matches where a deal currently stands: New lead when you first hear from a prospect, Quotation once pricing is sent, Close deal when they confirm, Log sale (GP) once payment is in and profit is known.
New enquiry
Step 1–3Find the lead
Step 4–5Find the lead to close
Step 6Deal closed
Log a sale
Needs approvalMy submitted sales
The operations pipeline for a confirmed event — Start once work on it begins, Completed once the event is done, and Expense / Vendor pay any time there's on-the-ground spending to record.
Find confirmed deal
Step 7Find deal in progress
Step 7Log an expense
Food · Travel · MiscPay a vendor on-site
On-spotHotel research and Log a venue are quick structured entries that double as your slot update — you'll only see the one relevant to your role. Property directory is where you look up or add full details (address, contacts) for a hotel/venue already logged.
Log hotel research
One entry per slotLog a venue
One entry per slotThe last two steps before an event is fully closed out — Invoice sent once billing goes out to the client, Payment received once they've actually paid.
Find completed event
Step 8aFind invoiced deal
Step 8bA live snapshot of where the business stands right now — cash position, the sales pipeline, and revenue for the period you pick below.
Cash snapshot (live from Zoho Books)
On-ground cash out this period (not yet in Zoho)
Pipeline funnel
Sales — leads & revenue this period
Yearly incentive — draft proposal, needs sign-off
Eligibility: annual revenue achieved ≥ annual target. Suggested bonus: 5% of the amount over target. Tracked on invoice value and revenue closed — not gross profit. Draft proposal, not yet approved as policy.
Advisor commitment
Team-wide activity reports — who's logging updates, department compliance, and (for Day/Week) a founder-level summary of what actually happened. For your own activity only, see "My progress" instead.
What everyone worked on
Department-wise summary
Sales pipeline this period
No pipeline movement recorded this period.
Financial position
Who logged, who didn't
Department engagement — is the tool being used at all?
Department compliance (among those who've engaged)
Roster gaps by department — active employees with zero entries
Log quality notes
Open items & blockers mentioned this period
Entries by period
What they logged
Reporting managers
Change who each employee reports to. Type the manager's full name exactly as it appears in the directory.
Sales targets
Weekly lead target and monthly revenue target per salesperson — feeds the Dashboard.
Sales GP approvals
Approve, reject, or edit sales entries — nothing counts toward salary/incentive tracking until approved here. Any of the 3 partners can review or edit.