v1.7.7 to v1.8.1 (May 27, 2026) A brand new dashboard built around your day
Your dashboard has been completely rebuilt to show what needs your attention, how the business is doing, and what's coming up.
At a glance:
- A one-line summary at the top calls out everything that needs your attention right now
- Key numbers for clients, active leads (with your win rate), outstanding payments, revenue this month and expenses this month, each compared to last month
- Click any number to jump straight to the related list
Needs Attention:
- Overdue invoices with the total amount to collect, unsigned proposals, open tasks, expenses waiting for approval and recurring expenses due today, all in one strip
Business insights:
- A cash flow chart comparing what you invoiced with what you collected over the last 6 months, including your collection rate
- A pipeline view showing how many leads sit in each status
- Your top 5 clients by revenue this month
- Recent activity showing real business updates, not login noise
Your day:
- Today's agenda, with a Tomorrow tab to plan ahead
- Quick actions, now including Record Payment
Stays up to date:
- The dashboard refreshes itself every minute, so the numbers are always current without reloading
Personal widgets:
- Water tracker: log glasses with one tap, set a daily goal and get gentle reminders to drink water
- Focus timer: a built-in Pomodoro timer with work and break sessions and a daily session count
- Revenue goal: set a monthly target and watch your progress, with a daily pace to stay on track
- Birthdays: see client and team birthdays coming up in the next 7 days. You can now add a date of birth to each client
A lighter look:
- Icons across ClientCee have been refreshed with a cleaner, lighter line style