Recent™ — Sales & Acquisition Dashboard

Revenue Recognised — Yearly Targets

Set monthly revenue targets (low, mid, top) applied to every month of that year

Revenue Sold — Yearly Targets

Set cumulative yearly targets for revenue sold (deal close date)

Team Members

Manage employee profiles, schedules, and Asana linking

Show Former Employees

New Employee

Enter employee details below

First Name

Last Name

Job Title

Country

Employment Type

Access & Authentication

Google Account Email

Access Role

Employee Status

Status

Employment Periods

Each period captures the work schedule, salary, and billable target for a date range

Rates

Cost / Hour Override (€)

Overrides the period-based cost/hr across the system

Charge-out Rate (€)

Dormant — will be used in upcoming features

Realization Cap

Cap Enabled

Whether actual revenue per project is capped for this employee

Cap Multiplier

Maximum realization ratio (e.g. 1.5 = 150% of standard value)

Asana Integration

Link to Asana User

Links this employee to their Asana account for time tracking data

Admin Login