HG / CRM

Overview

Console

State of the business at a glance. Numbers refresh on load.

Open pipelineNew contact
Active clients
1
Status = active
Current MRR
$1,500.00
Sum across active clients
Pending payouts
$75.00
Awaiting mark-paid
New MRR (30d)
$0.00
Net new from close-won

MRR / 12 months

Recurring revenue curve

latest 2026-09

Signal

Next actions

Stream

Recent activity

View all
  1. MRR changed1d agoSep 2, 2026

    MRR - → -

  2. Created1d agoSep 2, 2026

    amount_cents: 7500 / kind: recurring_5pct

  3. Booking2d agoSep 1, 2026

    Contact Priya Shah

  4. Created2d agoSep 1, 2026
  5. Stage changed3d agoAug 31, 2026

    booked → proposal_sent

  6. Note added3d agoAug 31, 2026

    Priority tier. Sent proposal.

  7. Booking9d agoAug 25, 2026

    Contact Daniel Ortiz

  8. Created9d agoAug 25, 2026

    source: calendly

  9. Payout paid1mo agoJul 10, 2026

    Amount $150.00

  10. Closed won2mo agoJul 5, 2026

    Setup $2,500.00, MRR $1,500.00