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Welcome back, Admin! Here's what's happening today.
6
Admin
Administrator
Total Clients
245
▲ 18% this month
Active Tax Cases
38
▲ 12% this month
Pending Disputes
12
▼ 8% this month
Revenue (This Month)
KES 385,000
▲ 24% from last month
Upcoming Consult.
16
▲ 6% this month
Unpaid Invoices
9
KES 142,500
Documents Pending
27
View all
AI Requests
15
▲ 33% this month
Revenue Overview
JanFebMarAprMayJunJulAugSepOctNovDec
Total Revenue (YTD) KES 2,450,000
Average Monthly Revenue KES 245,000
Growth Rate ▲ 22.5%
Most Requested Services
245
Cases
VAT Disputes
35%
Tax Compliance
25%
Tax Audits
20%
NIL Returns
10%
PIN Registration
10%
Urgent Alerts
View All
3 tax cases awaiting KRA response
Action required
10m ago
5 clients have missing documents
Upload required
25m ago
VAT filing deadline
Due: —
1h ago
2 consultations need confirmation
Send reminders
2h ago
Recent Clients
View All| Client | Service | Status | Last Activity | Action |
|---|---|---|---|---|
Mary Wanjiku
|
VAT Amendment | Active | 2 hrs ago | View |
James Karanja
|
Tax Dispute | Under Review | 4 hrs ago | View |
Grace Mwangi
|
Tax Audit | Active | 6 hrs ago | View |
Peter Otieno
|
NIL Return | Pending Docs | 1 day ago | View |
Esther Njeri
|
PIN Registration | Completed | 2 days ago | View |
Active Tax Cases
View All| Case ID | Client | Service | Status | Due Date |
|---|---|---|---|---|
| #TC-2025-045 | Mary Wanjiku | VAT Dispute | Under Review | May 25, 2025 |
| #TC-2025-044 | James Karanja | Tax Audit | Awaiting Docs | May 28, 2025 |
| #TC-2025-043 | Grace Mwangi | PAYE Dispute | Submitted | May 18, 2025 |
| #TC-2025-042 | Peter Otieno | VAT Refund | KRA Feedback | May 30, 2025 |
| #TC-2025-041 | Esther Njeri | Tax Compliance | Resolved | May 10, 2025 |
Document Overview
View All
Total Documents
245
Pending Review
27
Expiring Soon
8
Overdue
5
Payment Overview
Paid Invoices
KES 385,000
Pending Invoices
KES 142,500
Overdue Invoices
KES 67,000
Total Invoices
26
Upcoming Consultations
View Calendar
Mary Wanjiku
VAT Amendment Consultation • May 16, 2025 • 10:00 AM
James Karanja
Tax Dispute Consultation • May 16, 2025 • 02:00 PM
Grace Mwangi
Tax Audit Consultation • May 17, 2025 • 11:00 AM
12 Unread
Emails
8 Unread
Reminders Sent
24 Today
Templates
Manage
Total Clients
245
▲ 16% this month
Active Clients
178
▲ 12% this month
New This Month
24
▲ 9% this month
Inactive Clients
18
▼ 5% this month
Conversion Rate
72%
▲ 8% this month
All Clients
| Client | Contact | Service | Status | Last Activity | Assigned To | Actions |
|---|
Total Bookings128This Month
Confirmed8768% of total
Pending2620% of total
Cancelled75% of total
Today's Meetings8Scheduled
All Consultation Bookings
| Client | Service | Date & Time | Status | Method | Action |
|---|---|---|---|---|---|
|
Mary Wanjikumary.wanjiku@gmail.com
|
QuickBooks Solutions |
May 15, 202510:00 AM |
Confirmed | Google Meet |
|
|
Brian Otienobrian.otieno@gmail.com
|
PAYE, VAT & Withholding |
May 15, 202502:00 PM |
Pending | WhatsApp Call |
|
James Mbuguajames.mbugua@gmail.com
|
Bookkeeping & Accounting |
May 16, 202509:30 AM |
Confirmed | Office Visit |
|
|
Grace Njerigrace.njeri@gmail.com
|
Tax Disputes & Appeals |
May 16, 202511:00 AM |
Pending | Google Meet |
|
|
Victor Kamauvictor.kamau@gmail.com
|
VAT Returns & Filing |
May 17, 202501:30 PM |
Cancelled | - |
Upcoming Today
09:30 AM
James MbuguaBookkeeping & Accounting
10:00 AM
Mary WanjikuQuickBooks Solutions
02:00 PM
Brian OtienoPAYE, VAT & Withholding
04:00 PM
Grace NjeriTax Disputes & Appeals
Bookings Trend (This Month)
May 1May 8May 15May 22May 29
Top Services
128Total
QuickBooks Solutions
38% Bookkeeping & Accounting
24% PAYE, VAT & WHT
18% Tax Disputes & Appeals
12% Others
8%Inbox
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Total AI Leads
128
↑ 24% this month
New This Month
45
↑ 18% this month
Converted Leads
28
↑ 30% this month
In Progress
62
— same as last month
Conversion Rate
21.9%
↑ 5.2% this month
AI Leads Overview
Leads by Service Interest
This Month
128
Total
| Lead | Contact | Interested In | Lead Source | Status | AI Score | Assigned To | Date | Actions |
|---|
Showing 1 to 8 of 128 leads
...
Total Revenue
KES 385,000
↑ 22% vs last month
Total Cases
142
↑ 19% vs last month
Completed Cases
87
↑ 25% vs last month
Active Clients
178
↑ 12% vs last month
Consultations Held
56
↑ 15% vs last month
Outstanding Invoices
KES 145,000
↓ 8% vs last month
Revenue Overview
500K400K300K200K100K0
May 7, 2025
KES 285,000
KES 285,000
Apr 16Apr 21Apr 26May 1May 6May 11May 16
Cases by Status
142
Total
Awaiting Documents
22 (15.5%) Under Review
34 (23.9%) Submitted to KRA
28 (19.7%) Awaiting KRA Feedback
26 (18.3%) Resolved
24 (16.9%) Escalated
8 (5.6%)Revenue by Service
KES
385K
Total
VAT Amendment
KES 138,000 (35.8%) KRA Disputes
KES 96,000 (24.9%) Tax Audit
KES 58,000 (15.1%) NIL Returns
KES 36,000 (9.4%) Tax Advisory
KES 32,000 (8.3%) Others
KES 25,000 (6.5%)Top Performing Services
| Service | Total Cases | Completed | Revenue (KES) | Growth |
|---|---|---|---|---|
| VAT Amendment | 48 | 32 | KES 138,000 | ↑ 28% |
| KRA Disputes | 36 | 21 | KES 96,000 | ↑ 19% |
| Tax Audit | 22 | 15 | KES 58,000 | ↑ 12% |
| NIL Returns | 14 | 10 | KES 36,000 | ↑ 10% |
| Tax Advisory | 12 | 9 | KES 32,000 | ↑ 8% |
| PIN Registration | 6 | 4 | KES 15,000 | ↑ 5% |
| Others | 4 | 3 | KES 10,000 | ↑ 3% |
Monthly Case Trend
New Cases
Completed Cases
806040200
NovDecJanFebMarAprMay
Report Summary
Total Reports Generated
24
Most Requested Report
Revenue Summary
Last Generated
May 16, 2025 at 10:30 AM
Data Source
All Systems
Quick Reports
Revenue Summary
Case Status Report
Client Activity Report
Consultation Report
Invoice & Payment Report
Tax Deadline Report
Staff Performance Report
Schedule Reports
Automate and receive reports periodically.
Revenue Summary (Breakdown)
Paid (This Month)
KES 385,000
↑ 22%
Pending Payments
KES 145,000
↓ 8%
Overdue Payments
KES 98,000
↓ 15%
Total Invoices
56
↑ 14%
Paid Invoices
34
↑ 18%
Overdue Invoices
22
↑ 10%
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