Admin Panel

Dashboard

Clients

Projects

Invoices

Documents

Settings

Logout

Total Clients

Leads

Qualified

Customers

Company	Contact	Email	Stage	Last Contact	Actions

Proposal #	Client	Project	Amount	Status	Actions

Active Projects

Total Projects

On Track

Needs Attention

Project #	Client	Project Name	Budget	Received	Remaining	Progress	Status	Timer	Actions
No projects yet. Create one from a proposal or click "+ New Project"

Total Invoiced

₪0

Paid

₪0

Outstanding

₪0

Overdue

₪0

Invoice #	Client	Amount	Paid	Due Date	Status	Actions
No invoices yet

This Month

₪0

This Year

₪0

Avg/Month

₪0

By Category

No expenses yet

Recent Expenses

No expenses yet

Date	Description	Category	Amount	Actions
No expenses yet

Today

This Week

This Month

Billable %

Weekly Timesheet

No time entries yet

By Project

No time entries yet

Date	Project	Description	Hours	Billable	Actions
No time entries yet

Total Sent

Pending

Answered

Response Rate

Title	Client	Project	Status	Created	Actions
No questionnaires yet

Total Documents

Active Contracts

Expiring Soon

Storage Used

0 MB

Contract Renewals

No contracts expiring soon

Recent Documents

No documents yet

Project Reports & Documentation

Insurance Knowledge Map

Riskcovery — 12 insurance product types with coverage details

Missing Policy Data Audit

Riskcovery — 45 missing policies across 7 insurers

Production Test Report

Kolabma — 25 tests passed, all services verified

Project Handoff Guide

Kolabma — Transfer docs, architecture, deployment guide

Name	Type	Client	Date	Expiry	Actions
No documents yet

Revenue & Income

Total Revenue

₪0

vs last period

Collected

₪0

Outstanding

₪0

Expenses

₪0

Proposals Overview

Total Proposals

Accepted

Accepted Value

₪0

Pending

Profit & Loss

Gross Profit

₪0

Profit Margin

Revenue ₪0

- Expenses ₪0

Net Profit ₪0

Sales Pipeline

Leads 0

Proposals Sent 0

Won 0

Win Rate

Avg Deal Size

₪0

Project Status

Top Clients by Revenue

Time Utilization

Project Timeline & Progress

Loading timeline...

Upcoming Deadlines

No upcoming deadlines

⚠️ Alerts & Reminders

No alerts

Proposal & Invoice Templates

Manage your document templates and numbering system. Templates are used when creating new proposals and invoices.

Document Numbering System

Format: [TYPE]-[CLIENT]-[SEQ]-[YY]

Proposal Pending

Example: PP-LHD-001-26

Proposal Accepted

Example: PA-LHD-001-26

Project Active

Example: PJ-LHD-001-26

Project Completed

Example: PC-LHD-001-26

Invoice

Example: IN-LHD-001-26

Client Codes

Proposal Templates

Document Audit Trail

Track all document changes, views, and actions across the system.

Bank Details (for Invoices & Proposals)

Bank Name

Bank Code

Branch Name

Branch Code

Account Number

Account Name

Employee Payslip Management

Manage employees and generate professional payslips. Add employees first, then create monthly payslips for each.

Employees

This Month

₪0

Total Gross

₪0

Total Net

Employees (עובדים)

Name	ID Number	Position	Base Salary	Actions
No employees added yet

Recent Payslips (תלושים אחרונים)

Month	Employee	Gross	Net	Status	Actions
No payslips created yet

Airtable Integration

Connect your Airtable base to sync clients and proposals. Get your API key from Airtable Account

Airtable API Key

Base ID

Change Admin Password

New Password

Green Invoice (חשבונית ירוקה) Integration

Connect to Green Invoice API to create official invoices. Get your API credentials from Green Invoice Settings → API

API ID (מזהה)

API Secret (סוד)

Default Document Type

Logo Setup: Upload your Drishti logo in Green Invoice: Settings → Business Details → Logo

Open Green Invoice Settings →

Additional Tools

Data Management

Manage your portal data. Load demo data to test features or clear all data to start fresh.

Current Data Summary:

Clients: 0

Proposals: 0

Projects: 0

Invoices: 0

Clients & Leads

Total Clients

Leads

Qualified

Customers

Lead

Qualified

Proposal Sent

Negotiation

Customer

Proposals

Ongoing Projects

Active Projects

Total Projects

On Track

Needs Attention

Invoices

Total Invoiced

Paid

Outstanding

Overdue

Payment Reminders Needed

Expenses

This Month

This Year

Categories

Avg/Month

By Category

Recent Expenses

Time Tracking

Today

This Week

This Month

Billable %

Weekly Timesheet

By Project

Tasks & Activities

Overdue

Due Today

In Progress

Completed

To Do 0

In Progress 0

Done 0

Upcoming Follow-ups

Client Questionnaires

Total Sent

Pending

Answered

Response Rate

Documents & Contracts

Total Documents

Active Contracts

Expiring Soon

Storage Used

Contract Renewals

Recent Documents

Project Reports & Documentation

Executive Dashboard

Revenue & Income

Total Revenue

Collected

Outstanding

Expenses

Proposals Overview

Total Proposals

Accepted

Accepted Value

Pending

Profit & Loss

Sales Pipeline

Project Status

Top Clients by Revenue

Time Utilization

Project Timeline & Progress

Upcoming Deadlines

⚠️ Alerts & Reminders

Analytics

Total Logins