🧑💼 Individual Client Dashboard
Project identity, live progress, and key metrics
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Total Tasks
0
Completed
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Days Remaining
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Project Value
🖪 Client & Project Identity
📈 Progress Overview
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complete
Tasks Completed
0 / 39
Current Phase
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Status
Not Started
Invoice Status
0–25% Not Started
26–50% Data & Cleaning
51–75% EDA & Analysis
76–100% Viz & Delivery
✅ Phase Checklist
Click tasks to mark complete — progress updates in real time
📅 Project Planner
Set phase start/end dates and track status
| Phase | Start Date | End Date | Status | Notes |
|---|
📋 Status Legend
Not Started
In Progress
Done
Blocked
💬 Phase Notes
Notes & screenshots per phase — WhatsApp-style log before final delivery
💬
Select a phase to view & add notes
📧 Email Templates
Fill in and copy-to-clipboard for instant client updates
📨 Phase Completion Email
Subject
📨 Final Delivery Email
Subject
💬 Communication Log
Record every client interaction — calls, emails, meetings
➕ Add Entry
📋 Log History
💬
No entries yet.
🧾 Invoice & Payment Summary
Track all invoices and their payment status
| Invoice | Type | Amount (₹) | Status | Due Date | Paid Date |
|---|---|---|---|---|---|
| TOTAL | ₹ 0 | ||||
📊 Status Guide
Not Raised — Not yet created
Draft — Being prepared
Sent — Awaiting payment
Paid — Payment received
📁 DS Folder & Deliverables
Standard file structure and delivery checklist
📂 Standard Project Folder Structure
📁 [Client] — [Project] — [Month Year]
├── 📁 raw_data ← original files, never edited
├── 📁 cleaned_data ← processed datasets
├── 📁 queries ← all .sql files, named descriptively
├── 📁 visuals ← chart exports, Tableau screenshots
├── 📁 reports ← EDA report, final report PDFs
└── 📁 deliverables ← .twbx, final .xlsx, Loom link
📦 Deliverables Checklist
🔗 Project Links
🔗 Quick Links & Ops System
All tools and workflow phases in one place
⚡ Workspace Tools
Project Checklist
Master template — duplicate per project
Progress Tracker
All phases across all projects
Client CRM
Pipeline: Lead → Active → Completed
Communication Log
Calls, emails, meetings
Invoice & Payments
Draft → Sent → Paid
Proposal Template
Duplicate and fill per client
Client Workflow Deck
Share with clients
Template Hub
SOPs, phase reference, QC summary
Workspace Hub
Master home page
📋 DS Workflow — Phase Reference