QBCrew dashboard

Crew dashboard

What the crew is watching right now.

Live
Updated continuously

Live status across the four feeds the crew watches, the items that need a glance, and a 7-day summary of what the back office has been doing. Nothing here is on the calendar.

Today
The three numbers you want at a glance.
Views & users
Real visitor traffic over the last 30 days, with the owner's own browsing removed.
Bank feed
The account behind your live watch.
Proactive alerts
Plain-spoken signals from your invoices and manual ledger.
Overdue invoices
Invoices that have crossed their due date and still need attention.
Recent invoices
The latest invoices in your owner-scoped ledger.
Who owes you
Receivable invoices grouped by customer, with balances kept separate by currency.
Create an invoice
Create a draft, then send it to your customer when it is ready.

Saved to your ledger.

Add a manual transaction
Record an income or expense that is not in a connected feed yet.

Amounts are saved in USD.

Weekly cash flow
Manual entries and invoice payments recorded this calendar week.
Recent manual transactions
The latest entries added directly to your ledger.

Section 00.5 · the cohort

Trial users

Recent waitlist signups with a per-row read on whether they are actually using Quarterbook — last active, sessions in the trailing 30-day window, and an active vs dormant stage.

Trial users
Waitlist signups with a per-row read on whether they're actually using Quarterbook. Last-active timestamp, window sessions, and a stage badge.

Section 01 · the watch

Live feeds

Bank, card, payment processor, and invoice ledger — each one on its own beat.

Section 02 · the flags

Anomaly alerts

Duplicate charges, quiet vendor price hikes, and the customers sliding past terms. Snooze a row when you have it covered — the crew keeps watching the rest.

Section 03 · the rhythm

Last 7 days

What the crew actually did.

Escalation policy
How a flagged item moves from gentle to firm.
  1. 01Day 3 — friendly reminder, auto-drafted, tone you set.
  2. 02Day 10 — firmer follow-up, with the invoice attached.
  3. 03Day 21 — escalation, with a one-line draft for you to send or hold.

You see every step. Nothing ships without your sign-off beyond day 3.