Client Project Management Dashboard
by David Thompson (david_consulting)
Project Description
I'm a business consultant and I'm terrible at keeping track of all my client projects. I need a dashboard where I can:
- See all my active projects at a glance
- Track time spent on each project
- Store client documents and notes
- Send professional reports to clients
- Manage invoicing and payments
- Schedule meetings and deadlines
I currently use a mix of Excel, email, and sticky notes. It's embarrassing when clients ask for updates and I have to scramble to find information.
I work with about 10-15 clients at a time, each with 2-3 ongoing projects. I need something that makes me look more professional and organized.
Technical Requirements
- Web-based dashboard (I work from different locations)
- Time tracking with project codes
- Document storage and sharing
- Automated invoice generation
- Calendar integration
- Client portal where they can see their project status
- Mobile access for time tracking on the go
- Data export for my accountant
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