Active clients
3
↑ 1 this month
Monthly revenue
$1,350
↑ $450 since last month
Gov't funds managed
$147k
Annual across all clients
Actions needed
3
2 urgent
⚡ Actions needed
3 items
🔴
Urgent
John Williams
Assessment overdue — book ACAT visit now
🟡
3 days
Dorothy Chen
My Aged Care registration not yet confirmed
🔵
Jul 1
Maria Santos
Quarterly care review due — update care plan
🌡️ Wellbeing snapshot
Maria Santos
Last 5 days
Mon
😊
8/10
Tue
😄
9/10
Wed
😐
6/10
Thu
😊
8/10
Fri
😄
9/10
💳 Monthly fees
Total MRR
$1,350