Start on the dashboard
Your next actions, deadlines and cash outlook are gathered here.
DP Luma
v1
Your freelance business today
Revenue, last 30 days
–
Outstanding
–
Active projects
–
Overdue invoices
–
Freelancer score
–/100
Add clients and invoices to see your business score.
Pipeline
No opportunities yet. Import a job posting to start your pipeline.
Action required
Nothing needs you right now.
Projects at risk
Every project is on track.
Today
No tasks scheduled for today.
Payment forecast
No payments expected soon.
Workload this week
Log some time to see your workload pattern.
Your level
Complete your first project to start your journey.
Acquisition
Find work
Unseen
0
Pipeline value
–
Win rate
–
Won revenue
–
Connectors
Channels you feed opportunities from. Add one manually, or bulk-import a CSV export from any platform.
No opportunities yet
Paste a job posting from any site and DP Luma will score it, price it and draft the proposal.
Application funnel
Where work comes from
| Source | Applied | Won | Revenue |
|---|
Track a few applications to compare sources.
Your best-paying work
Log a few projects and hours to learn which work pays you best.
Conversion
Win work
Pipeline value
–
Awaiting reply
0
Accepted
0
Proposal win rate
–
Follow up now
Proposals
No proposals yet. Draft one from an opportunity or a client.
Contracts
Drafts
0
Sent
0
Signed
0
No contracts yet. Draft one from a project.
Relationships
Clients
No clients here yet
Add your first client to start tracking health, projects and payments.
Delivery
Projects
No projects here
Create a project with a budget and deadline to track time against money.
Business intelligence
Ask your business anything
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
Settings
Profile
Your data
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
Welcome to DP Luma
Your workspace is ready. New workspaces include sample records so you can explore before adding your own.
Follow the client-to-cash path
Add a client, connect a project, track delivery and invoice. Quick add is the fastest place to begin.
Keep control of your data
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
Choose how AI can use your data
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.
- Copilot sends a business summary with names and titles in your records, invoices, proposals, opportunities and cash-flow figures. Dedicated email, phone and client-notes fields are omitted, but text entered into names or titles may still be shared.
- Job extraction sends the pasted posting and any URL you provide so AI can identify its details.
- Proposal drafting sends the selected job, your profile name, listed skills and target rate. Other client and project records are not included.