What portal.xessone.com should track for brands, projects, revenue, and expenses
Portal Operations
The Portal Is Not a Hosting Panel
portal.xessone.com is the internal business operating system. Sales, source channels, Vultr billing, vendor costs, revenue, expenses, financial dashboard, tasks, team, and product roadmap should move into the portal. app.xessone.com should stay simple for products and client apps.
| Data | Example |
|---|---|
| Brand | SyncCAD, OpenWA, Fenicher, Bidtara |
| Source | Direct lead, referral, website lead, partner channel, community, existing client |
| Revenue | Project fee, subscription, retainer, commission |
| Expense | OpenWA cost, Vultr billing, domain, SaaS tools, collaborator cost, vendor cost, payroll |
| Financial Dashboard | Revenue, expense, gross margin, vendor billing, monthly summary |
| Team | Owner, collaborator, reviewer, sales partner |
| Task | Scope, deadline, status, file, handoff |
- Lead
- Proposal
- Active
- Revision
- Delivered
- Completed
- Cancelled
Migration from app.xessone.com
Sales, billing, Vultr cost, and financial dashboard features that still live in app.xessone.com should move gradually into portal.xessone.com so app stays clean for products.