Projects & Workload
Plan tasks, balance team capacity and spot who's overloaded before it hurts delivery.
Your agency's control center.
Projects, timesheets, CRM, finance, reports and HR — in one place. Ultradash turns scattered spreadsheets into one source of truth. Less chaos, more clarity.
7
Connected areas
20+
Modules, one login
1
Source of truth
0
Spreadsheets needed
Everything in one place
Everything your agency runs on
From the first sales call to the final P&L line — Ultradash connects the work, the money and the people.
Timesheets
Track time against tasks and projects — the backbone of every real profitability number.
Sales & CRM
Companies, contacts, pipeline and quotes — from first touch to signed deal, in one timeline.
Finances
Invoices, external & labor costs, budgets and rate cards — one ledger, no version chaos.
Reports & P&L
Company profitability, forecasts and team utilization — live and accurate, not stuck in Excel.
HR & People
Time off, work mode, 360 reviews, goals and a full team directory — your whole agency, mapped.
Custom Apps
Car booking, contractors directory, company library and project retros — internal tools built for how your agency actually works.
Quote Generator
Build client quotes priced straight from real labor costs and rate cards — margins baked in, not guessed.
Built-in assistant
Meet Ultradash AI
A permission-aware assistant built into every screen. Ask a question in plain language — it pulls live answers from your projects, finances, CRM, pipeline, timesheets, meeting notes, docs, HR and internal apps. No copy-paste, no guessing.
- Live data only — queries your real records, never invents numbers
- Permission-aware — answers scoped to what each user can already see
- Streaming answers — token-by-token responses with deep links to records
- Cross-module search — profitability, utilization, pipeline, leave, invoices and more
Try asking:
Which invoices are overdue?
Who is on leave next week?
Summarize my open tasks
What's our pipeline this quarter?
How it works
From hours to profit
One connected chain of data. Nothing re-typed, nothing lost between tabs.
Timesheets
Logged hours
Budgets
Project costs
Invoices
Client revenue
Company P&L
Real profit
One source of truth. Change a rate card and every quote, budget and report updates with it — automatically.
In the product
Built for the decisions that matter
Company P&L
Know whether the month is green before it ends. Revenue, labor, external and operational costs roll up into a single live margin.
- Live margin by month and workspace
- What-if forecasting sandbox
- Export to PDF and XLS
Team Utilization
Capacity vs. reality — per person, per workspace. See who has room and who's running hot, before burnout or idle time costs you.
- Effective capacity, not just raw hours
- Contribution breakdown by workspace
- Overload flagged automatically
AI Meeting Notes
An AI notetaker joins the call. The transcript and summary land in Ultradash, auto-linked to the right company in your CRM — no copy-paste, nothing forgotten.
- Transcript & summary, automatically
- Auto-linked to CRM companies
- Sensitive-note access control
Run your agency from one screen.
Stop stitching spreadsheets together. Ultradash keeps the work, the money and the people in sync.
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