Quick Actions

Databases

Content Library

Bookings & Clients

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Quick Capture Resources

• Shoot Day Checklist
• Pricing Guide
• Client Questionnaire Template </aside>

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This Week's Shoots - Filter: Shoot Date is within this week

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Client Pipeline

Group by: Status (Lead → Booked → Shot → Editing → Delivered → Paid). This gives you a visual kanban board of your entire client journey

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Revenue Tracker

Monthly Revenue & Due Amount :

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Yearly Revenue: $0 (This will auto-calculate from your Bookings database)

Outstanding Payments: $0 (This will auto-calculate from unpaid bookings)

Instructions: Add formulas here that sum Total Amount and Balance Due from the Bookings & Clients database below

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Shoot Calendar

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Content Library

Your visual portfolio and content queue

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Operations & Resources Consolidation

Monthly Financial Overview

Update the simple table below to track your monthly performance:

Additional Resources

• Session Workflow Template
• Email Templates
• Equipment Inventory

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