Active Clients List

The Clients list is where everything comes together. This is your main database of active businesses.

Active Clients Table

Each row in the table provides key metrics:

• Business Name: Click this to open the full client profile.
• Total Revenue & Profit: Financial performance for that business.
• Last Run Date: The most recent time they ran a payroll or process.
• Status: Current standing (e.g., Active).

Search and Sort

Use Search at the top right to find a business by name. You can also Sort the list by “Created At,” “Last Updated,” or “Last Run” to prioritize your view.

Filters

Click the Filters button to open the right-side panel. You can filter by:

• Revenue and Profit ranges (Min/Max).
• Processing Frequency.
• Current Stage or Status.