Overview
A snapshot of where things stand right now.
Recent requests
Your account team
Social media performance
TikTok growth, ad spend, and creator activity for your account.
Ad spend vs. target ROAS by month
Where growth is coming from
Sales dashboard
Your own sales channel — invoice customers, track what's paid, see what's outstanding.
Revenue by month
Revenue by customer
Products & services
What you sell — this fills the dropdown when you add an invoice.Invoices
| Invoice | Customer | Date | Amount | Status |
|---|
Work tracker
Everything PRIMO is working on for you, live.
Your team
The people at PRIMO working on your account.
Plan & invoices
Your current service plan and billing history.
Invoices
| Invoice | Period | Amount | Status |
|---|
New request
Need something made? Send it straight to the team.
PRIMO Team Hub
Everything in flight across every client account.
Needs attention
By team member
All requests
Every client's requests, in one board. Click a card to move it forward.
My tasks —
Your own board. Move things forward as you work them.
Unclaimed — pick something up
Team members
Give each person their own login code so their board and history are personal to them.
Add a team member
Everyone with access
Clients
Create accounts, track Active / Paused / No longer Active, and map login emails. Only PRIMO Team can see this — clients never see each other.
Create a new client
Creates the account with an empty request board, no invoices yet, and a placeholder team — fill those in from the client's own tabs once they're set up, or ask them to submit their first request.