Money is your command center — see the picture and act in one click.
| Section | Action |
|---|---|
| Goal hero | Monthly target vs collected · Edit goal |
| Business health | Clients · MRR · Profit · Lost · Deals — click any |
| Quick actions | + Expense · + Deal · + Client · + Bill |
| Panels & sections | Top 5 rows each · View all → for full list |
Click client or service names on rows to open that record. No hidden dropdowns.
Full guide in USER_GUIDE.md.