Pipeline, contracts, paid.

CRM dashboard with pipeline

Value and account-health dots

Organisations register (commissioners, clients, partners)

Org record with contacts,

Opportunities, interactions, service reviews

Opportunity record with weighted

Value, decision criteria, next steps

Service reviews

Periodic commissioner meetings with action log

Log-interaction slide-over (call, email,

Meeting, site visit)

Contract list and contract record

New contract wizard with

Eligibility, pricing, KPIs, scheduling, booking rules and reporting tabs

Price simulator with what-if rate cards

Finance dashboard with revenue,

AR ageing and KPI penalty/bonus

Generate-invoice flow with line-item

Rules from billing engine

Invoice list and invoice

Detail with payment recording

P&L by contract

KPI performance tracker with progress bars

Leakage audit

Un-invoiced jobs, contested deductions, write-offs