Dashboard
Overview of your practice
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New Leads (30d)
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Active Clients
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Published Case Studies
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Lead → Client %
Recent Leads
Recent Clients
Leads
Manage inquiries from your consultation form
| Name | Email / Phone | Services | Status | Received | |
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Clients
Your active client roster
| Name | Contact | Services | Tier | Onboarded | |
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Case Studies
Manage published success stories
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Members
Memberships, coaching threads, and member-only content
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Active Members
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Wealth Builder Class
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Threads Awaiting Reply
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Budget Builder Owners
Grant Budget Builder Access
For honoring a purchase made outside Stripe (e.g. Payhip) — the person must have a site account first.
| Member | Tier | Status | Renews | Coaching | |
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Member Content
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Metrix
Client Portal
Favor & Fortune — managed by CSS Tech
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Open Tickets
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Active Modules
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Balance Due
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Total Paid
Powered by Metrix · CSS Tech
Users & Roles
Manage who has access to this admin portal
Role definitions: owner = full access · admin = manage leads, clients, case studies · user = view only
| User | Current Role | Joined | Change Role |
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