Good afternoon, Alex 👋
Here’s what’s happening across your studio today.
Billable
$48.2k
▲ 18% vs last month
Utilization
82%
▲ 6 pts
Outstanding
$12.7k
3 invoices open
Active projects
14
▲ 2 new
Revenue & hours
Last 7 months ▾
Recent activity
View allSD
Sara D. moved Packaging v3 to Review
12 min ago
MK
Mark K. logged 3.5h on Northwind web
1 hour ago
AO
Aster Coffee approved the brand direction
3 hours ago
AM
Invoice #1042 sent to Lumen · $8,400
Yesterday
Upcoming deadlines
CalendarPrint
Packaging v3 · Lumen
Web
Northwind site launch
Brand
Aster Coffee rebrand
Team workload
TeamAM
Alex Morgan
MK
Mark Kim
SD
Sara Diaz
Board
Aster Coffee · Rebrand 2026
Backlog5+
Moodboard & visual references
Jul 1💬 2SD
Competitor brand audit
☑ 0/4AM
Tone of voice guidelines
AO
In progress3+
Logo concepts · round 2
Jun 28💬 6AM
Color & type system
☑ 3/5SD
Brand applications mockups
MK
Review2+
Primary logomark lockup
💬 3AM
Packaging dieline v3
Jun 29AO
Done6+
Discovery workshop
☑ 6/6AM
Creative brief sign-off
SD
Naming shortlist
AO
Tasks
All tasks assigned across active projects
| Task | Project | Assignee | Priority | Due | Status | |
|---|---|---|---|---|---|---|
Discovery workshop notes Synthesize findings into brief | Aster Coffee | AM | Low | Jun 24 | Done | |
Logo concepts · round 2 3 directions for review | Aster Coffee | AM | High | Jun 28 | In progress | |
Packaging dieline v3 Final print-ready files | Lumen | AO | High | Jun 29 | Review | |
Homepage responsive build Mobile + tablet breakpoints | Northwind | MK | Medium | Jul 2 | In progress | |
Color & type system Tokens + usage docs | Aster Coffee | SD | Medium | Jul 3 | In progress | |
CMS content migration Move 40 blog posts | Northwind | MK | Low | Jul 5 | To do | |
Brand guidelines PDF Compile final deliverable | Aster Coffee | AO | Medium | Jul 8 | To do | |
Q3 campaign concepts Kickoff brainstorm deck | Field Day | SD | Low | Jul 11 | To do |
Calendar
Deadlines, meetings & milestones
June 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
CRM
Pipeline · Q3 2026
Pipeline value
$214k
▲ 12% this quarter
Weighted forecast
$96k
across 11 deals
Win rate
38%
▲ 4 pts
Avg. deal size
$19.5k
last 90 days
Lead4 · $58k
Verdant Tea Co.
$22,000
BrandAM
Otto Studio
$14,000
WebMK
Halcyon Hotels
$9,500
PrintSD
Qualified3 · $61k
Field Day
$28,000
CampaignSD
Mesa Foods
$18,000
BrandAM
Proposal2 · $47k
Northwind
$32,000
WebMK
Lumen Skincare
$15,000
PrintAO
Negotiation1 · $26k
Aster Coffee
$26,000
BrandAM
Won2 · $22k
Bright Lane
$13,000
ClosedSD
Coastal Co-op
$9,000
ClosedMK
Team
6 members · 1 invite pending
AMActive
Alex Morgan
Founder · Creative Director
Open tasks5
Hours this week32h
Utilization80%
BrandStrategy
MKActive
Mark Kim
Lead Developer
Open tasks7
Hours this week38h
Utilization95%
WebFrontend
SDActive
Sara Diaz
Senior Designer
Open tasks4
Hours this week24h
Utilization60%
BrandUI
AOAway
Amara Obi
Production Designer
Open tasks6
Hours this week30h
Utilization75%
PrintPackaging
RTActive
Ravi Tan
Copywriter
Open tasks3
Hours this week18h
Utilization45%
CopyNaming
NPAway
Nadia Park
Account Manager
Open tasks9
Hours this week34h
Utilization85%
ClientsOps
Invoices
Billing across all clients · Q2 2026
Paid this month
$35.5k
▲ 22% vs last
Outstanding
$12.7k
3 invoices
Overdue
$4.2k
1 invoice · 6 days
Drafts
2
$9.0k value
| Invoice | Client | Issued | Due | Amount | Status |
|---|---|---|---|---|---|
#1042 Brand identity | Lumen | Jun 12 | Jun 26 | $8,400 | Paid |
#1041 Website build · M2 | Northwind | Jun 10 | Jul 10 | $6,200 | Sent |
#1040 Packaging design | Aster Coffee | Jun 1 | Jun 15 | $4,200 | Overdue |
#1039 Campaign concepts | Field Day | May 28 | Jun 11 | $5,500 | Paid |
#1043 Retainer · July | Otto Studio | — | — | $5,000 | Draft |
#1044 Brand guidelines | Verdant | — | — | $4,000 | Draft |
Invoice
#1040
Billed to
Aster Coffee Co.
hello@astercoffee.comDue
Jun 15, 2026
Packaging design · 28h$3,360
Print production setup$640
Subtotal$4,000
Tax (5%)$200
Total due$4,200
Files / Clients / Aster Coffee
62.4 GBof 100 GB used
📁
Brand assets
48 files · 12.1 GB
📁
Logo exports
26 files · 840 MB
📁
Packaging
19 files · 6.4 GB
📁
Contracts
7 files · 24 MB
🎨
Aster-logo-final.fig
FIG 18 MB · 2d
📄
Brand-guidelines.pdf
PDF 9.2 MB · 1d
🖼️
packshot-hero.png
PNG 24 MB · 3h
📝
Creative-brief.docx
DOC 320 KB · 5d
🗂️
deliverables-v3.zip
ZIP 142 MB · 6h
🎨
social-templates.fig
FIG 31 MB · 1d
📄
SOW-signed.pdf
PDF 1.1 MB · 1w
🖼️
moodboard-02.jpg
JPG 8.4 MB · 4d
🖼️
label-mockup.png
PNG 16 MB · 2d
🗂️
fonts-licensed.zip
ZIP 58 MB · 2w
Control panel
Manage your workspace, members, and integrations
General
Members & roles
Billing & plan
Integrations
Security
API & webhooks
Workspace
Basic information about your studio.
Members & roles
6 members · 1 invite pending
AM Alex Morgan alex@company.com | Owner | ··· |
MK Mark Kim mark@theprojek.com | Admin | ··· |
SD Sara Diaz sara@theprojek.com | Member | ··· |
AO Amara Obi amara@theprojek.com | Member | ··· |
Plan & billing
You're on the Studio plan.
Current plan
Studio
6 seats · billed monthly$144/mo
Integrations
Connect the tools your studio already uses.
💬
Slack
Post task & invoice updates to channels
📅
Google Calendar
Two-way sync deadlines & meetings
🎨
Figma
Attach design files to tasks
💳
Stripe
Collect invoice payments online
📂
Google Drive
Back up workspace files
Reports
Studio performance · last 7 months
Revenue (QTD)
$142k
▲ 16%
Profit margin
34%
▲ 3 pts
Avg utilization
79%
▲ 5 pts
New clients
5
2 in pipeline
Revenue trend
Billable vs collectedDecJanFebMarAprMayJun
Revenue by service
$142ktotal
Brand identity 42%
Web design 26%
Packaging 18%
Campaigns 14%
Top clients by revenue
Utilization by member
Back to board
Jun 14
Jun 20
Jun 25
Jul 2
Jul 8
AC
Aster Coffee · Rebrand 2026
In progressBrand identity · Aster Coffee Co. · Lead: Alex Morgan
OverviewTasksFilesActivity
Milestones
3 of 5 doneDiscovery & research
Workshop, audit, creative brief
Naming & strategy
Shortlist approved by client
Logo concepts
Round 1 delivered
Visual system
Color, type, applications
Brand guidelines
Final PDF + handoff
Team
AM
Alex Morgan
SD
Sara Diaz
RT
Ravi Tan
Recent files
FilesFIG
Aster-logo-final.fig
PDF
Brand-guidelines.pdf
PNG
packshot-hero.png