Resume Demo
Digits CRM
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➕
Add Client Go →
Create a new client with full details including company name, contact info, and assignment.
📋
View Details Go →
Click any client row to view complete profile, documents, invoices, and projects.
📄
Documents Tab Go →
Manage client documents with expiry tracking and compliance alerts.
📊
Pipeline View Go →
Track leads through stages: New → Qualified → Proposal → Won/Lost.
💰
Lead Value Go →
Each lead shows potential deal value for revenue forecasting.
👤
Lead Assignment Go →
Assign leads to team members for clear ownership and tracking.
📅
Document Expiry Go →
See all client documents with upcoming expirations and compliance deadlines.
🎨
Custom Reports Go →
Build reports by drag-and-dropping fields from any module — no coding needed.
📈
Export & Schedule Go →
Export reports to Excel or schedule them to email automatically.
Dashboard
Marketplace
Digits — Demo
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Company
Margin Report
?
Reconciliation Dashboard
From To
Export
CSV Excel PDF
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Total Invoiced
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Pass-Through Fees
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Service Revenue
—
Real Margin %
Period Invoices Pass-Through Fees Service Revenue Total Billed Revenue Share Real Margin
Pass-Through Fees are government disbursements collected from clients on behalf of vendors — they appear on the Balance Sheet (not P&L). Service Revenue is your firm's real income (service charges, markups). Real Margin % = Service Revenue ÷ Total Billed.
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