Good morning, Arjun

Here’s what is happening across your projects today.

Export New Order

+12.5%

248

Total Orders

+8.2%

34

New Sales

+4.1%

72

In Progress

+6.3%

18

Preview Given

+18.9%

124

Completed Orders

-3.4%

₹2.8L

Pending Balance

11 open

16

Domain Pending

Recent orders

Latest activity across the workspace

View all

Customer	Type	Amount	Status	Updated
SV Sharma Ventures#EZ-1048	Service	₹25,000	Assigned	12 min ago
AM Artisan Market#EZ-1047	Ecommerce	₹48,000	In Progress	34 min ago
DC Dr. Care Clinic#EZ-1046	Service	₹18,000	Preview Given	1 hr ago
LF Leaf & Fork#EZ-1045	Ecommerce	₹55,000	Completed	2 hrs ago

Work distribution

Orders by current stage

New Sales34

Under Review22

In Progress72

Preview Waiting18

Completed124

Sales workspace

Track your customers, payments, and active orders.

Add New Sale

My ProjectsReports

My sales

All customers and order progress

Filter

Customer	Phone	Website Type	Package	Payment Status	Current Status	Support Person	Last Updated	Details
SV Sharma VenturesRajesh Sharma	+91 98765 43210	Service	Business Pro	Partial	Assigned to Freelancer	Neha Rao	12 min ago
AM Artisan MarketMeera Joshi	+91 98220 44117	Ecommerce	Commerce Plus	Paid	Update in Progress	Vikram Das	34 min ago
DC Dr. Care ClinicDr. Anil Verma	+91 99876 11234	Service	Starter	Paid	Preview Given	Neha Rao	1 hr ago
LF Leaf & ForkArun Menon	+91 90041 33984	Ecommerce	Commerce Pro	Balance Due	Order Completed	Sana Sheikh	Yesterday

Add new sale

Create a customer order and send it into the delivery workflow.

Default: New Sale

01

Customer details

Primary contact information

Customer name

Email

Phone

WhatsApp number

02

Website details

Business and domain requirements

Business name

Business type

Website typeService WebsiteEcommerce Website

Domain name

New domain required?

YesNo

03

Package & payment

Commercial details for this order

Package

Payment typeFull PaymentPartial Payment

Payment date

Total amount (₹)

Paid amount (₹)

Balance amount (₹)Full payment automatically sets this to zero

04

Customer comment

Requirements, preferences, or notes

Cancel Create Sale

Support operations

Assign projects, coordinate freelancers, and keep delivery moving.

Filter queue

My Assigned ProjectsAll WebsitesReports

My assigned projects

Full project context with inline freelancer and status updates

Customer Details	Website Details	Domain	Sales Agent	Support Agent	Freelancer	Website Status	Last Updated	Details
SV Sharma VenturesRajesh Sharma · +91 98765 43210	Service Business Pro	sharmaventures.in	Rohan Mehta	Neha Rao	Select freelancerKaran SinghAyesha KhanDev Patel	New SaleUnder ReviewAssigned to Freelancer	22 Jun, 10:42 AM Rohan Mehta
AM Artisan MarketMeera Joshi · +91 98220 44117	Ecommerce Commerce Plus	artisanmarket.co.in	Priya Shah	Neha Rao	Select freelancerKaran SinghAyesha KhanDev Patel	Update in ProgressUpdate Completed by FreelancerPreview Given - Waiting	22 Jun, 10:20 AM Karan Singh
DC Dr. Care ClinicDr. Anil Verma · +91 99876 11234	Service Starter	drcareclinic.com	Rohan Mehta	Neha Rao	Select freelancerKaran SinghAyesha KhanDev Patel	Preview Given - WaitingUpdate in ProgressOrder Completed	22 Jun, 9:38 AM Neha Rao

All websites

View and manage every website in the support workflow.

Filter websites

My Assigned ProjectsAll WebsitesReports

Website directory

Inline controls plus access to the complete project details page

User Details	Website Details	Domain Name	Sales Agent	Support Agent	Freelancer	Website Status	Details
LF Leaf & ForkArun Menon · +91 90041 33984	Ecommerce Commerce Pro	leafandfork.in	Priya Shah	Neha Rao	Select freelancerKaran SinghAyesha Khan	Order CompletedUpdate in ProgressOn Hold
NT Nova TravelsNitin Rao · +91 98700 33129	Service Business Pro	novatravels.com	Rohan Mehta	Vikram Das	Select freelancerKaran SinghAyesha Khan	Under ReviewAssigned to FreelancerOn Hold
GE Green EarthSonal Jain · +91 99201 11223	Service Starter	greenearth.org.in	Varun Sethi	Sana Sheikh	Select freelancerKaran SinghAyesha Khan	Out for DeliveryPreview Given - WaitingUpdate in Progress

All orders

A complete view of every website order in the system.

Export New Order

Order directory

248 total records

Filters

Order	Customer	Website Type	Package	Total	Balance	Support	Freelancer	Status	Action
#EZ-1048	Sharma Ventures	Service	Business Pro	₹25,000	₹15,000	Neha Rao	Karan Singh	Assigned
#EZ-1047	Artisan Market	Ecommerce	Commerce Plus	₹48,000	₹0	Vikram Das	Ayesha Khan	In Progress
#EZ-1046	Dr. Care Clinic	Service	Starter	₹18,000	₹0	Neha Rao	Karan Singh	Preview Given
#EZ-1045	Leaf & Fork	Ecommerce	Commerce Pro	₹55,000	₹8,000	Sana Sheikh	Ayesha Khan	Completed

Team management

Manage access, performance, and workload across the team.

Add team member

18

Total Members

16

Active

94

Active Assignments

Name	Email	Phone	Assigned Works	Completed	Status	Last Active	Action
RM Rohan Mehta#EZ-SA-012	rohan@eezix.com	+91 98760 11223	14	82	Enabled	Now
PS Priya Shah#EZ-SA-019	priya@eezix.com	+91 90040 88772	11	64	Enabled	8 min ago
VS Varun Sethi#EZ-SA-023	varun@eezix.com	+91 97644 10982	0	31	Disabled	12 days ago

Freelancer management

Create freelancer accounts and track delivery capacity.

Add freelancer

Create the login account and configure payment rates

Freelancer ID

Name

Email / Login ID

Phone

Login passwordShare the login ID and password with the freelancer.

StatusEnabledDisabled

Service website amount (₹)

Ecommerce website amount (₹)

Clear Create Freelancer Account

Freelancer directory

Rates and pending payments are managed here

Freelancer	Rates	Assigned	Completed	Pending Amount	Payment Status	Action
Karan Singh #EZ-FL-0107 · karan@studio.dev	Service ₹150 Ecommerce ₹150	8	54	₹450	Pending	Mark Paid
Ayesha Khan #EZ-FL-0106 · ayesha@webcraft.in	Service ₹150 Ecommerce ₹200	6	41	₹300	Pending	Mark Paid
Dev Patel #EZ-FL-0105 · dev@pixelwork.in	Service ₹150 Ecommerce ₹150	0	28	₹0	Paid

Freelancer payment history

Audit trail of payments made by the main admin

Payment ID	Freelancer	Projects	Amount	Paid Date	Paid By	Status
#PAY-2091	Karan Singh	4 websites	₹600	15 Jun 2026, 3:20 PM	Arjun Kumar	Paid
#PAY-2084	Ayesha Khan	3 websites	₹500	08 Jun 2026, 11:15 AM	Arjun Kumar	Paid

My assigned websites

Projects currently assigned to you by the Eezix support team.

Available for work

Assigned ProjectsEarnings & PaymentsReports

Active assignments

Comment or assign a project back to its support agent directly from this list

Business Name	Website Type	Domain	Support Agent	Current Status	Last Updated	Assign Back to Support	Comment
SV Sharma Ventures#EZ-1048	Service	sharmaventures.in	Neha Rao	Assigned to Freelancer	22 Jun, 10:42 AM	Assign to Neha Rao	Add Comment
AM Artisan Market#EZ-1047	Ecommerce	artisanmarket.co.in	Vikram Das	Update in Progress	22 Jun, 10:20 AM	Assign to Vikram Das	Add Comment
NT Nova Travels#EZ-1041	Service	novatravels.com	Sana Sheikh	Preview Waiting	21 Jun, 5:18 PM	Assign to Sana Sheikh	Add Comment

Earnings & payment history

Each completed website is paid at the rate configured by the main admin.

₹450 pending

Assigned ProjectsEarnings & PaymentsReports

₹8,100

Total Earnings

54

Paid Projects

3

Pending Projects

₹150

Current Rate / Website

Payment history

Payments made by Eezix main admin

Payment ID	Projects	Rate	Total Amount	Payment Date	Paid By	Status
#PAY-2091	4 websites	₹150 / website	₹600	15 Jun 2026, 3:20 PM	Arjun Kumar	Paid
#PAY-2072	6 websites	₹150 / website	₹900	01 Jun 2026, 12:05 PM	Arjun Kumar	Paid
Pending	3 websites	₹150 / website	₹450	—	—	Pending

Order details

Complete project information and delivery history.

Invoice Update Order

SV

Sharma Ventures #EZ-1048

Service Website • Business Pro • Created 20 June 2026 by Rohan Mehta

Assigned to Freelancer

OverviewPayment & DomainAssignment & StatusCommentsActivity Timeline

01

Customer details

Customer nameRajesh Sharma

Emailrajesh@sharmaventures.in

Phone+91 98765 43210

WhatsApp+91 98765 43210

---

02

Website details

Business nameSharma Ventures

Business typeBusiness Consulting

Website typeService Website

PackageBusiness Pro

Primary domainsharmaventures.in

Domain requiredYes

₹

Payment details

Total amount₹25,000

Paid amount₹10,000

Balance amount₹15,000

Payment date20 Jun 2026

D

Domain details

Domainsharmaventures.in

StatusRegistration Pending

Registrar—

Expiry—

Sales AgentRohan Mehta

Support ManagerNeha Rao

FreelancerKaran Singh

Current StatusAssigned to Freelancer

Assigned Date21 Jun 2026

Delivery Target29 Jun 2026

---

Change statusAssigned to FreelancerOut for DeliveryPreview Given - Waiting for CustomerUpdate in ProgressOrder Completed

Internal status note

Save Status

Sales & Support Comments

RM

Rohan Mehta • Sales20 Jun, 4:15 PM

Customer prefers a dark blue corporate style. Key services and WhatsApp contact must be prominent.

NR

Neha Rao • Support21 Jun, 11:20 AM

All logo and service content received. Please begin with homepage and service detail layout.

Freelancer Comments

KS

Karan Singh • Freelancer22 Jun, 9:50 AM

Homepage wireframe is ready. Working on the services and about sections today.

Post Comment

Sale created by Rohan Mehta

20 Jun 2026, 4:12 PM • Initial payment ₹10,000 recorded

Support agent assigned

21 Jun 2026, 9:30 AM • Neha Rao assigned by Admin

Status changed to Under Review

21 Jun 2026, 9:34 AM • Updated by Neha Rao

Freelancer assigned

21 Jun 2026, 11:18 AM • Karan Singh assigned by Neha Rao

Freelancer added a comment

22 Jun 2026, 9:50 AM • Homepage wireframe ready

Preview given to customer

Pending next step

Package management

Configure website plans, pricing, and included features.

Add Package

Package name

Website typeServiceEcommerce

Price (₹)

Features

StatusActiveInactive

CancelSave Package

Package Name	Website Type	Price	Features	Status	Action
Starter	Service	₹18,000	5 pages • Contact form • Basic SEO	Active
Business Pro	Service	₹25,000	10 pages • Blog • Advanced SEO	Active
Commerce Plus	Ecommerce	₹48,000	100 products • Payments • Shipping	Active
Commerce Pro	Ecommerce	₹55,000	Unlimited products • Reports • Automations	Inactive

Status management

Define workflow stages and role-level permissions.

Add Status

Create status

Add a new workflow state

Status name

Color

Allowed roleAll RolesAdminSalesSupportFreelancer

Sort order

StatusActiveInactive

Add Status

Order	Status Name	Allowed Role	State	Action
01	New Sale	Sales, Admin	Active
02	Under Review	Support, Admin	Active
03	Assigned to Freelancer	Support, Admin	Active
04	Out for Delivery	Freelancer	Active
05	Preview Given - Waiting for Customer	Support	Active
06	Update in Progress	Freelancer	Active
07	Update Completed by Freelancer	Freelancer	Active
08	Order Completed	Support, Admin	Active
09	On Hold	Admin, Support	Active
10	Cancelled	Admin	Active

Reports & insights

Filter, compare, and export business performance.

Export Report

Report filters

Refine the results below

Date range

To date

Sales agentAll Sales AgentsRohan MehtaPriya Shah

Support agentAll Support AgentsNeha RaoVikram Das

FreelancerAll FreelancersKaran SinghAyesha Khan

Website typeAll TypesServiceEcommerce

PackageAll PackagesStarterBusiness ProCommerce Plus

Payment statusAll Payment StatusesPaidPartialBalance Due

Order statusAll Order StatusesNew SaleIn ProgressCompleted

Domain statusAll Domain StatusesPendingRegisteredNot Required

Apply Filters

Orders by week

June 2026 sales activity

W1

W2

W3

W4

Top performers

Sales value by agent

RM

Rohan Mehta

31 orders

₹6.8L

PS

Priya Shah

28 orders

₹5.9L

VS

Varun Sethi

21 orders

₹4.1L

Detailed report

94 matching records

Order	Date	Customer	Sales Agent	Support	Freelancer	Type	Package	Amount	Payment	Status	Domain
#EZ-1048	20 Jun	Sharma Ventures	Rohan Mehta	Neha Rao	Karan Singh	Service	Business Pro	₹25,000	Partial	Assigned	Pending
#EZ-1047	19 Jun	Artisan Market	Priya Shah	Vikram Das	Ayesha Khan	Ecommerce	Commerce Plus	₹48,000	Paid	In Progress	Registered

Workspace settings

Manage company information, notifications, and defaults.

Save Changes

General

Company details and branding

Notifications

Email and activity preferences

Payment

Currency and invoice settings

Roles & permissions

Control workspace access

General settings

Company name

Business email

Phone

Default currencyINR — Indian Rupee

TimezoneAsia/Kolkata (IST)

Date formatDD MMM YYYY