Start on the dashboard
Your next actions, deadlines and cash outlook are gathered here.
Revenue, last 30 days
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Outstanding
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Active projects
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Overdue invoices
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Add clients and invoices to see your business score.
No opportunities yet. Import a job posting to start your pipeline.
Nothing needs you right now.
Every project is on track.
No tasks scheduled for today.
No payments expected soon.
Log some time to see your workload pattern.
Complete your first project to start your journey.
Acquisition
Unseen
0
Pipeline value
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Win rate
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Won revenue
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Channels you feed opportunities from. Add one manually, or bulk-import a CSV export from any platform.
Paste a job posting from any site and DP Luma will score it, price it and draft the proposal.
| Source | Applied | Won | Revenue |
|---|
Track a few applications to compare sources.
Log a few projects and hours to learn which work pays you best.
Conversion
Pipeline value
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Awaiting reply
0
Accepted
0
Proposal win rate
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No proposals yet. Draft one from an opportunity or a client.
Drafts
0
Sent
0
Signed
0
No contracts yet. Draft one from a project.
Relationships
Add your first client to start tracking health, projects and payments.
Delivery
Create a project with a budget and deadline to track time against money.
Business intelligence
Before your first question, you choose what AI can use. Copilot works from a limited business summary.
Pick a question above or type your own.
Workspace
Everything is stored privately in your workspace. Reset to reload the demo business, or clear it to start empty.
About
DP Luma connects client, proposal, project, time, invoice and payment into one business record — so you know who owes you, what is late, and what is actually profitable.
Your first look
Your workspace is ready. New workspaces include sample records so you can explore before adding your own.
Your next actions, deadlines and cash outlook are gathered here.
Add a client, connect a project, track delivery and invoice. Quick add is the fastest place to begin.
If you're new, the example records are fictional. Clear them in Settings for a blank start. AI asks before sharing information; remove sensitive details first.
Privacy check
AI features run only after you allow them. When used, the text you submit and the task details described below are sent to the AI service. Your workspace remains private; only the summary or selected details described here are shared.