{{ k.label }}

{{ k.value }}

{{ k.sub }}

Today

{{ ovTodayCount }}

Everything that needs you now — follow-ups, deadlines and unpaid invoices in one place.

{{ ovTodayMore }}

{{ t.tag }}

{{ t.title }}

{{ t.sub }}

{{ t.urgentLabel }}

Nothing needs you right now — you're on top of it all. 🎉

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. 🎉

Client health

{{ ovHealthSub }}

Go to clients →

{{ h.avatarEl }}{{ h.initials }}

{{ h.name }}

{{ rn.label }}

{{ h.levelLabel }}

Unpaid — chase these

{{ ovMoneySub }}

Go to billing →

{{ m.initials }}

{{ m.name }}

{{ m.num }}

{{ m.dueLabel }} {{ m.overdueLabel }} {{ m.amountFmt }}

Production Status

{{ ovRiskLabel }}

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 }}

Sales pipeline

{{ pipeWinRate }}

Win rate · {{ pipeWonN }} won

{{ pipeAvgClose }}

Avg time to close

{{ f.label }}

{{ f.n }}

Revenue → margin

{{ r.label }}

{{ r.amt }}

Lead funnel

{{ f.name }}

{{ f.count }}

Where leads come from

{{ s.name }}

{{ s.count }} {{ s.winLabel }}

No leads yet — sources appear as your CRM fills up.

Service mix

{{ s.name }}

{{ s.count }}

Monthly P&L

collected revenue − editor payouts, last 6 months

MonthRevenuePayoutsNetMargin

{{ p.label }} {{ p.revFmt }} {{ p.costFmt }} {{ p.netFmt }} {{ p.marginPct }}

Editor output

{{ e.name }}

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

{{ t.label }}

{{ t.value }}

{{ t.sub }}

Stage

{{ leadStageCurLabel }}

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

Board Table

+ New lead

{{ c.name }} {{ c.count }}

{{ c.valueFmt }}

{{ l.initials }}

{{ l.name }}

{{ l.service }}

{{ l.valueFmt }} {{ l.ownerInitials }}

{{ l.signalLabel }}

LeadHandlerSourceValueLast touchStage

{{ l.initials }}

{{ l.name }}

{{ l.channel }}

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

{{ l.source }} {{ l.valueFmt }}

{{ 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

Print quote / proposal 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

✦{{ dealDetail.slateLabel }}

Retainer / {{ dealDetail.cycle }}

{{ curSym }}

Client since

{{ dealDetail.startFmt }}

{{ dealDetail.paidFmt }}

Paid to date

{{ dealDetail.overdueFmt }}

Overdue

{{ dealDetail.ltvFmt }}

Lifetime value

{{ dealDetail.tenureLabel }}

Tenure

{{ dealDetail.renewLabel }}

Renews

{{ dealDetail.renewDaysLabel }}

Service {{ o }}

Deliverables / cycle

Client portal access

Login email

Access code: {{ dealDetail.portalCodeVal }} ✉ {{ dealDetail.portalInviteLabel }}

Emails them their sign-in details + a link to portal.uprisemedia.co.

Delivered this month {{ dealDetail.fulStatusLabel }}

{{ dealDetail.fulLfLabel }} {{ dealDetail.fulSfLabel }}

Account manager {{ o }}

Editor messages for this client route to their manager.

Auto-bill monthly

Generates each month's retainer invoice automatically.

{{ dealDetail.autoBillLabel }}

Payment link (GCash / PayMongo)

Shown on printed invoices and in reminder emails so clients can pay without asking how.

Invoices

✉ New invoice

{{ iv.amountFmt }}

{{ iv.dateFmt }}

Auto {{ iv.statusLabel }} Remind Mark paid Print

{{ 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 }}

Receivables aging

{{ arTotalFmt }} unpaid, by how overdue

{{ a.label }}

{{ a.amtFmt }}

{{ a.countLabel }} · {{ a.pct }}

{{ t.label }}

Export CSV

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 }}

Export payment history (CSV)

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 Show published

Clear filters ×

VideoClientFormatDeadlineRawEditorStage

{{ x.title }}

Drive + Drive {{ x.reviewLabel }} {{ x.revCount }} + Notes

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

{{ x.fmtLabel }} {{ x.deadline }}{{ x.dlRiskLabel }}+ 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

Server snapshots

Refresh

Automatic daily backups kept on the server (last 30). Read-only — download to keep a copy off-server.

Loading…

No server snapshots yet — one is taken on the first change each day.

{{ s.whenFmt }}

{{ s.summary }}

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.

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 }}