Dashboard
Welcome to your Financial Life CRM. Here's your overview at a glance.
Total Clients
5
Registered clients
Total Products
16
Across all clients
Monthly Deposits
R$5,900.00
Expected total per month
On Track
2
Clients with good financial status
Pending Tasks
2
Tasks not yet started
Click to view →
Client Birthdays
Upcoming client birthdays. Dates with birthdays are highlighted.
June 2025
| Su | Mo | Tu | We | Th | Fr | Sa |
|---|---|---|---|---|---|---|
Birthdays on June 04
No birthdays on this date.