{{ k.label }}

{{ k.value }}

{{ k.sub }}

Needs your attention

Leads going cold or overdue for a follow-up — chase these first.

Go to leads →

{{ a.initials }}

{{ a.name }}

{{ a.channel }} · {{ a.owner }}

Last touch {{ a.touchLabel }} {{ a.signalLabel }} {{ a.valueFmt }}

All caught up — no leads need chasing right now. 🎉

Production Status

View board →

{{ p.name }} {{ p.count }}

Recent activity

Full log →

{{ e.cat }} {{ e.action }} {{ e.actor }} {{ e.when }}

No activity logged yet.

{{ k.label }}

{{ k.value }}

{{ k.sub }}

Revenue → margin

{{ r.label }}

{{ r.amt }}

Lead funnel

{{ f.name }}

{{ f.count }}

Editor output

{{ e.name }}

{{ e.count }} vid {{ e.earnedFmt }}

{{ t.label }}

{{ t.value }}

{{ t.sub }}

Stage

{{ leadStageCurLabel }}

{{ o.label }}{{ o.count }}

+ New lead

LeadHandlerSourceLast touchStage

{{ l.initials }}

{{ l.name }}

{{ l.channel }}

{{ l.ownerInitials }}{{ l.ownerName }}

{{ l.source }}

{{ l.touchLabel }}{{ l.signalLabel }}

NewContactedProposalWonLost

No leads match your filters.

{{ leadDetail.initials }}

{{ leadDetail.name }}

{{ leadDetail.channel }}

✕

{{ leadDetail.signalLabel }}

Stage NewContactedProposalWonLost

Handler {{ o }}

Est. value

{{ curSym }}

Set at proposal

Next follow-up

Email{{ leadDetail.email }}

Service{{ leadDetail.service }}

Source{{ leadDetail.source }}

Last touch{{ leadDetail.lastTouchFull }} · {{ leadDetail.touchLabel }}

✓ Onboard as paying client →

✓ Already a paying client — see Billing.

✉ Compose email Log contact

Delete lead

Activity & notes

{{ n.text }}

{{ n.at }} · {{ n.by }}

No notes yet. Add the first one below.

Add

Compose outreach

Branded email to {{ emailLeadName }}

✕

Template

{{ t.label }}

To

Subject

Message

Preview

To: {{ emailToVal }}

Subject: {{ emailSubjectVal }}

CREATIVE STUDIO Uprise Media

{{ emailBodyVal }}

{{ emailCta }}

Uprise Media

Social content, ads & growth for brands.

hello@uprisemedia.co · uprisemedia.co

Cancel ✉ Send email

{{ t.label }}

{{ t.label }}

{{ m.label }}

{{ m.value }}

{{ m.sub }}

✓

{{ wonReadyCount }} won lead(s) ready to onboard as paying clients.

Review in Leads →

ClientStatusManagerRetainerNext paymentOverdue

{{ c.avatarEl }}

{{ c.initials }}

{{ c.name }}

{{ c.deliverables }}

{{ c.statusLabel }}

{{ c.managerInitials }}{{ c.manager }}

{{ c.mrrFmt }} {{ c.nextLabel }} {{ c.overdueFmt }}

{{ dealDetail.initials }}

{{ dealDetail.name }}

{{ dealDetail.channel }}

✕

{{ dealDetail.statusLabel }}

Billing type

RetainerProject / one-off

Long form / mo

Short form / mo

Retainer / {{ dealDetail.cycle }}

{{ curSym }}

Client since

{{ dealDetail.startFmt }}

{{ dealDetail.paidFmt }}

Paid to date

{{ dealDetail.overdueFmt }}

Overdue

Service {{ o }}

Deliverables / cycle

Account manager {{ o }}

Editor messages for this client route to their manager.

Auto-bill monthly

Generates each month's retainer invoice automatically.

{{ dealDetail.autoBillLabel }}

Invoices

✉ New invoice

{{ iv.amountFmt }}

{{ iv.dateFmt }}

Auto {{ iv.statusLabel }} Remind Mark paid

{{ dealDetail.pauseLabel }} End client

{{ invTitle }}

{{ invSubtitle }}{{ invClientName }}

✕

Bill to

Invoice #

Amount

{{ curSym }}

Package sold

{{ o.label }}

Due date

Note (optional)

Preview

CREATIVE STUDIO Uprise Media

{{ invDocLabel }}

Billed to

{{ invClientName }}

{{ invToVal }}

{{ invNumberVal }}

Issued {{ invIssueFmt }}

Due {{ invDueFmt }}

DescriptionAmount

{{ invDeliverables }}{{ invAmountFmt }}

Total due{{ invAmountFmt }}

{{ invNoteVal }}

Pay invoice

Uprise Media

Payable within 14 days · accounts@uprisemedia.co · uprisemedia.co

✓ Paid · view only {{ invCloseLabel }} ✉ {{ invCta }}

{{ m.label }}

{{ m.value }}

{{ m.sub }}

{{ t.label }}

No invoices yet

Send an invoice from a client in Billing and it will show up here.

No invoices match this filter.

{{ r.clientInitials }}

{{ r.clientName }}

{{ r.num }} AUTO

{{ r.amountFmt }}

Issued

{{ r.issued }}

Due

{{ r.dueFmt }}

{{ r.overdueNote }}

{{ r.statusLabel }}

Remind Mark paid

{{ m.label }}

{{ m.value }}

{{ m.sub }}

EditorRateOutputEarnedPaidOwed

{{ e.avatarEl }}

{{ e.initials }}

{{ e.name }}

{{ e.payTypeLabel }} ⇄

{{ curSym }}/mo

L{{ curSym }}

S{{ curSym }}

{{ e.doneLabel }} {{ e.earnedFmt }} {{ e.paidFmt }} {{ e.owedFmt }} Record payment

No messages yet. When an editor messages you about a project, the conversation shows up here.

{{ t.creatorEl }}

{{ t.creatorInitials }}

{{ t.title }}{{ t.when }}

{{ t.preview }}

No projects match.

{{ adminActiveThread.creatorEl }}

{{ adminActiveThread.creatorInitials }}

{{ adminActiveThread.title }}

{{ adminActiveThread.channel }} · editor {{ adminActiveThread.editor }} · managed by {{ adminActiveThread.manager }}

{{ m.text }}

{{ m.tag }} · {{ m.when }}

Send

{{ k.label }}

{{ k.value }}

{{ k.sub }}

Client requests

{{ pendingReqCount }} awaiting review

{{ r.chEl }} {{ r.chInit }}

{{ r.title }}

{{ r.fmtLabel }} Raws in No raws yet

{{ r.clientName }}

Approve Open Decline

+ New project

Client {{ fChanEl }} {{ fChanInit }} {{ fChanLabel }}

{{ o.el }} {{ o.initials }} {{ o.label }}

Editor {{ fEdEl }} {{ fEdInit }} {{ fEdLabel }}

{{ o.el }} {{ o.initials }} {{ o.label }}

Sort Sort · {{ fSortLabel }}

{{ o.label }}

Stage

{{ stageCurLabel }}

{{ o.label }}{{ o.count }}

Format

{{ fmtCurLabel }}

{{ o.label }}

Raw

{{ rawCurLabel }}

{{ o.label }}

Showing {{ vShown }} of {{ vTotal }} projects Clear filters ×

VideoClientFormatDeadlineRawEditorStage

{{ x.title }}

Drive + Drive Frame.io {{ x.revCount }} + Notes

{{ x.chEl }}{{ x.chInit }}{{ x.channel }}

{{ x.fmtLabel }} {{ x.deadline }}+ Set date {{ x.readyLabel }} {{ e }}

{{ x.stage }} Handoff Awaiting raw Review Publish

No videos match your filters.

Viewing as

Founder Admin

+ Add member

As an Admin you can manage Editors only — other Admins and the Founder are hidden.

{{ ed.avatarEl }}

{{ ed.initials }}

{{ ed.name }}{{ ed.role }}

{{ ed.email }}

Active load {{ ed.freeLabel }}

Over capacity — reassign or ease their load.

{{ ed.activeCount }}

In progress

{{ ed.publishedCount }}

Published

Assigned queue

{{ qv.chEl }} {{ qv.chInit }} {{ qv.title }} {{ qv.deadline }} {{ qv.stage }}

All clear — nothing in the queue.

Manages the studio — no editing queue.

What's stored

{{ bkLeads }}

Leads

{{ bkVideos }}

Projects

{{ bkClients }}

Clients

{{ bkEditors }}

Editors

Back up now Export to file

Last backup · {{ lastBackup }}

Automatic daily backup

One snapshot per day, at your set time.

Backup time

When the daily snapshot is taken.

Restore from a file

Import a backup JSON to replace current data.

Choose backup file

Backup history

{{ backupCount }} saved

{{ b.when }} {{ b.label }} {{ b.summary }}

Restore this backup ×

No snapshots yet — click "Back up now".

Studio

Studio name

Timezone

Deadlines, calendar & backup time use this.

Week starts on

SundayMonday

Default editor capacity

Active videos before an editor reads as full.

Currency

₱ PHP$ USD

Applies to every amount across the dashboard.

Preferences

Notification email

Auto-assign new videos

Route incoming work to the freest editor.

Sample data

Load the demo studio

Fills the dashboard with the sample clients, projects, leads and team so you can explore. Overwrites current data.

Load demo data

Danger zone

Reset the studio

Wipes all data and returns to first-time Founder setup. This can’t be undone.

Reset studio

Access levels

Three access levels, ranked from most to least power. Each role inherits nothing it isn't granted — the Founder sits at the top, the Editor at the bottom. (Read-only — roles are fixed.)

{{ r.initial }}

{{ r.name }}Tier {{ r.rank }}

{{ r.tag }}

Can

{{ p }}

Cannot

{{ p }}

Full access

Sits at the top of the structure — nothing is restricted.

Who's in each tier

{{ m.tier }}{{ m.count }}

{{ p.el }}

{{ p.initials }}

{{ p.name }}

{{ logCount }} entries

Area

{{ logAreaLabel }}

{{ o.label }}{{ o.count }}

Role

{{ logRoleLabel }}

{{ o.label }}{{ o.count }}

Person

{{ logPersonLabel }}

{{ o.initials }} {{ o.label }}{{ o.sub }} {{ o.count }}

No one matches.

{{ l.cat }} {{ l.action }} {{ l.initials }} {{ l.actor }} · {{ l.role }} {{ l.when }}

No activity logged yet — actions you take will appear here.

+ Add client

{{ c.avatarEl }}

{{ c.initials }}

{{ c.name }}

{{ c.channel }}

{{ c.subs }}

Followers

{{ c.active }}

Active

Client since {{ c.since }} · {{ c.total }} videos

Choose a client

{{ curEl }} {{ curInitials }} {{ curLabel }}

{{ o.el }} {{ o.initials }} {{ o.label }}

{{ monthLabel }}

DUEDeadline SENTHanded off DONEDelivered

{{ w }}

{{ cell.day }} {{ ev.iconEl }}{{ ev.iconInitials }}{{ ev.label }}{{ ev.title }}