Retainer Tracker
Recurring revenue, invoices and ageing in one cash-flow view.
- Our role
- Design & build
- Platforms
- Web
Try it, right here
Sample data only — every name, figure and record here is invented for the demo, and nothing talks to a backend. Every entry in the sidebar opens a working screen. On a phone, swipe the panel sideways.
01 The product
The money view: what recurs every month, what has been paid, what is still outstanding and how old it is.
Every figure is summed from the retainer book — monthly recurring revenue, paid this month, outstanding and overdue — so the ageing donut and the tiles can never disagree with the table underneath them.
02 What it does
- Cash-flow tiles: MRR, total outstanding, paid this month, overdue
- Retainer book with amount, next invoice, standing and payment status
- Ageing donut across 0–30, 31–60, 61–90 and 90+ day buckets
- Status and payment filters with paging over the full book
- Upcoming invoices rail with due dates
- Overdue invoices flagged at both the row and the tile
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