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Showing: 0 expenses
Monthly Total: $0
Annual Forecast: $0
Paid: $0
Pending: $0
Hire & Scale
Contractor Threshold Alerts
Hire vs. Contract Calculator
FTE Option
Contractor Option
Hour Increase Calculator
Reports & Snapshots
One-click summaries for financial health, team performance, and client activity
📅
Month-End Snapshot
Revenue, payroll, outstanding invoices, margin — everything Ashley needs for the monthly review. One click.
Generate →
💰
P&L Summary
All finalized scopes broken out by revenue, costs, labor, travel, and gross profit. Ready to share with your bookkeeper.
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👥
Team Utilization
Hours allocated vs. capacity per person and department. Spot who’s overloaded and who has room for more.
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🏢
Client Revenue Breakdown
Revenue and margin per client across all finalized scopes. Know your most and least profitable relationships.
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🌊
Cashflow Summary
Income vs. expenses, outstanding balances, overdue invoices, and net position — formatted for your accountant.
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📋
Contractor Spend Report
Monthly spend per contractor, hours, rates, and hire-vs-contract flags. Ready for reconciliation.
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Media & Platform Revenue Tracker
Category-grouped overview of owned media — podcasts, vlogs, publications, and newsletters
Add Platform
Revenue by Category
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▶ YouTube Sync —
Retainer vs. Project Revenue
Monthly Recurring Revenue, churn, and revenue split — watched weekly
Revenue Split
MRR Trend (12 months)
Active Retainers
0
Client
Scope
Monthly Rate
Months Left
Status
Health
No active monthly retainers found. Monthly line items in finalized scopes will appear here.
Project / One-Time Revenue
0
Client
Scope
Revenue
Billing Type
Status
No project revenue found. Flat and Hourly scopes will appear here.
User Management
Name
Email
Role
Color
Active
Actions
Add User
Project Calendar
Events
Total Events
0
Total Sponsorship Sold
$0
Total Expenses
$0
Net Profit
$0
Name
Date
Status
Sponsorship Sold
Total Expenses
Net
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Overview
Sponsors
Expenses
P&L
Sponsorship % to Goal
$0 of $0 goal
Expense % Covered by Sponsors
$0 of $0 covered
Sponsorship Packages
Sponsorship (Committed + Paid) vs. Estimated Event Expenses
$0 of $0 estimated costs
Sponsors
Sponsor Name
Package
Amount
Status
Due Date
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Event Expenses
Estimated Total: $0
Actual Total: $0
Variance: $0
Profit & Loss
New Event
Quotes & Proposals
Total Pipeline
$0
Pending Internal Review
0
Sent to Client
0
Approved This Month
0
Quote #
Client
Title
Type
Status
Total
Expires
Updated
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Overview
Line Items
Forecast
Approvals
Export
After Client Approves — Notify
This person will be emailed + receive a Slack message in #proposal-review when the client approves the quote. They will coordinate the internal kickoff handoff.
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Discounts
Subtotal$0.00
Item Discounts-$0.00
Global Discount-$0.00
Total Hard Cost$0.00
Gross Margin$0.00
Total Investment$0.00
AI Business Forecast
Click "Run Forecast" to analyse this opportunity against your current business — revenue, costs, team bandwidth, and a go/caution/no-go verdict.
Projected Revenue
$0
Projected Cost
$0
Projected Margin
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Team Bandwidth Impact
Analysis
Forecast saved automatically. Last run: —
Approval Pipeline
History
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Export Options
📄 Quote / Estimate
Clean branded document — service list, pricing, totals, expiration, and signature pages. White signature page for easy printing.
📋 Proposal — Claude Export
Generates a structured brief you paste into Claude Design with your proposal skill. Claude builds the full visual proposal from this.
Claude Brief — Ready to Paste
✓ Copied to clipboard
Document Visibility Options
AI Settings
Required for AI-generated forecast narratives and proposal intelligence. Your key is stored securely in the database and never exposed in the UI.
+ Media Kit PDF (generated by Computer when you send)
⚠ One more step
The draft has been saved. To complete delivery, go to your Perplexity Computer chat and say: "Send the media kit email for [episode title]" Computer will use Gmail to send the email with all attachments from info@nxtgennetwork.com.
✎ Edit Terms & Next Steps
HTML is supported (e.g. <strong>, <br>). This text appears in the Terms & Next Steps section of the proposal.