CRM Dashboard

CRM Staff

Total assigned to you

In progress

Awaiting payment

My Assigned Projects ({{ projects.count }})

{% if projects %} {% for project in projects %} {% endfor %}

Project	Client	Status	Budget	Created	Actions
{{ project.title }}	{{ project.client.get_full_name }}	{{ project.get_status_display }}	${{ project.budget\|default:"N/A" }}	{{ project.created_at\|date:"M d, Y" }}	View

{% else %}

You will see projects here when Lead Managers assign them to you.

{% endif %}

{% if pending_payments %}

{% for payment in pending_payments %}

Client: {{ payment.client.get_full_name }}

Amount: ${{ payment.amount }}

Method: {{ payment.get_payment_method_display }}

Payment From: {{ payment.get_payment_from_display }}

Date: {{ payment.payment_date|date:"M d, Y" }}

Transaction ID: {{ payment.transaction_id }}

{% if payment.screenshot %} View Screenshot {% endif %} {% if payment.status == 'approved' and payment.invoice_number %} View Invoice {% endif %}

{% endfor %}

{% else %}

All payments have been processed.

{% endif %}

{% if all_payments %} {% for payment in all_payments %} {% endfor %}

Project	Client	Amount	Method	Date	Status	Actions
{{ payment.project.title }}	{{ payment.client.get_full_name }}	${{ payment.amount }}	{{ payment.get_payment_method_display }}	{{ payment.payment_date\|date:"M d, Y" }}	{{ payment.get_status_display }}	{% if payment.status == 'approved' and payment.invoice_number %} Invoice {% else %} - {% endif %}

{% else %}

Payment history will appear here.

{% endif %}