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Creative Juice
CRM Pipeline
Deal tracking & fund allocation
Projects
Monthly overview
You
Your tasks, hours, and earnings
Financial Dashboard
Revenue, margins, and client performance
Health Dashboard
Project status at a glance
Team Utilization
Hours, capacity, and work distribution across the team
Production Calendar
Workload distribution over time
Publishing Calendar
Tasks and deliverables grouped by publish date
Clients
Client roster + portal access
Deliverable Types
Master catalog of deliverable types — reusable across projects
Quotes
Build and manage project quotes
Retainers
Active retainer contracts and scope tracking
Tasks
All projects · All members
Type
Pay Calculator
Production pool (hours-based) + Finders Fee & PM Fee assignments
Project Status
Profit Share
Distribution from completed & collected deals
Pay Log
Historical record of all payments made
Audit Log
Changes to paid deals, locked tasks, and profit share
Pending Expenses
Receipts from Drive · awaiting review
Payroll Records
Load any period to see the full pay breakdown, mark items paid, and re-pull stubs
Ops Fund
Operations account inflows, adjustments, and surplus disbursements
Boards
Visual reference & storyboarding canvases, linked to projects
Expenses
All project expenses · synced to CRM
Deal Buckets
Fund allocation breakdown per deal
Team Members
Earnings & profiles
New Deal
🔒 FINANCIAL FIELDS LOCKED — Invoice marked Paid. Change invoice status to edit value or buckets.
Net Revenue
Gross − Expenses
$0
Bucket%Assigned To
Total: 0%
New Project
Sets a monthly budget for post-production hours. Usage is calculated automatically from task hour estimates on post-production tagged tasks. Leave blank for fixed-scope projects.
Confirm Delete
New Quote
New Retainer
New Bucket
New Task
Subtask of:
Publishable tasks appear on the client portal's publishing calendar.
Select a deliverable this task contributes to.
Estimated Task Pay
Comments
Add Team Member
Two-Factor Authentication
Adds a 6-digit code from your authenticator app on top of your PIN. Strongly recommended for admin accounts.
Edit Default Deal Buckets
These percentages are used when creating new deals only. Existing deals are not affected.
Total: 0%
Set Up Two-Factor Authentication
Open your authenticator app (Google Authenticator, Authy, 1Password, etc.) and scan the QR code below, or enter the secret manually.
Manual entry secret:
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Disable Two-Factor
Enter a current code from your authenticator app to confirm. This will remove two-factor authentication from your account.
Add Expense
Import Receipts from Drive
Paste the share link for a Drive folder containing receipt files (images or PDFs).
The folder must be shared with the service account email as a Viewer or Editor.
If the team uploads receipts to a per-project folder, pick that project here to save clicks during review.
Processing receipts…
This may take a minute. Claude is reading each receipt.
Define Deliverables
Enter the quantity of each deliverable type for this project. Each row will auto-generate individually-tracked units (e.g., Sizzle 1, Sizzle 2, Sizzle 3, Sizzle 4). You can rename them and adjust publish dates per unit after they're created.
Publish-enabled project
Publish dates shown only for types marked as publishable. Dates apply to all units of that type and can be staggered per-unit later.
TypeQtyDefault Publish Date
Will create 0 deliverables.
New Deliverable Type
Default Task Parameters
When the quota wizard creates deliverables of this type, it auto-generates one linked task per deliverable using these defaults. All fields are required for auto-task generation.
Determines which bucket hours are counted against. Post-production tasks consume the edit hours budget.
Add Deliverable
Status is auto-managed based on linked tasks — override only if needed.
New Client
Similar client exists
Add Manual Payment Entry
Log Ops Adjustment outflow or correction
New Surplus Disbursement distribute ops fund as profit share
New Board
Add a Task to the Board
Apply Task Template Select a template to pre-fill tasks