📋 Project Board
Pipeline0
Backlog0
Design0
Development0
Testing / QA0
Review0
Done0
💰 Sales Board
Tracking
⏱ Time Log
Timeline
📰 Activity Feed
Revenue
📈 Revenue Forecast
📊 Scenario Analysis
📅 Monthly Forecast
💼 Deal-by-Deal Forecast
Overview
📊 Dashboard
Insights
Analysing your board...
💷
£0
Pipeline Value
active deals
🏆
£0
Won Value
closed won
📁
0
Total Deals
all stages
🎯
0%
Conversion
won / closed
📊
£0
Avg Deal Value
won deals
📥
0
New Deals
created this period
Avg Close Time
days to win a deal
📆
Closing This Month
deals with close date set
Deals by Stage
Lead Sources
Conversion Rate
Won Revenue by Month
Deals Won by Month
🔀 Stage Conversion Funnel % of deals progressing from each stage
🔔 Upcoming Follow-ups
📂
0
Total Projects
across all stages
0
In Progress
design + development
0
Completed
moved to done
⚠️
0
Overdue
past due date
📅
0
Due This Week
next 7 days
🔥
0
High Priority
active projects
📈
0%
Avg Progress
active projects
💰
Active Budget
across active projects
🎯
On-Time Rate
completed projects
📏
Avg Project Duration
days start to finish
Projects by Stage
Avg Progress by Stage
By Priority
Health Summary
🔔 Project Reminders
Won Revenue by Month
Win / Loss Ratio
Deals by Stage
Lead Sources
Deals Won by Month
New Deals by Month
Won / Lost by Label
Avg Close Time
days to win a deal
Avg Deal Value
won deals
Projects by Stage
By Priority
Project Delivery Health
Health Summary
Sales
📄 Quotes & Proposals
New Quote
🔗 Link to Deal (optional — auto-fills client details)
👤 Client Details
📋 Document Details
📦 Line Items
Description Qty Rate Amount
%
📖 Help Centre
💰 Sales Archive
Alerts
No alerts right now
🔑
Connect Your Own API Key
Follow these 4 steps — takes about 2 minutes
1
Create an Anthropic account
Go to console.anthropic.com and sign up with your email or Google account.
2
Add credit ($5 minimum)
Once signed in, go to Settings → Billing and add at least $5. This lasts months — each AI action costs fractions of a cent.
3
Create an API key
Go to Settings → API Keys and click Create Key. Give it any name (e.g. "Flowboard"). Copy the key — it starts with sk-ant-
4
Paste and connect
Close this guide, paste your key into the API Key field below, and click Connect. That's it — all AI features will use your key.