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Client Portal - Dashboard

As a client using the Paytal platform,

I want to view and manage all my contracts, transactions, team salaries, and payments in one central dashboard,

so that I can efficiently oversee my activities and take necessary actions to stay on top of my financial commitments.

Since here client has just signed up so all numbers are still zeros because onboarding is still not done

Header Section

Greeting: Personalized message with user’s first name.

Date Joined: Indicates the account creation or last activity date.

Activity Summary: A short message stating “Here is a recap of your activity”.

Things to Do (Activation Checklist)

Purpose: To guide the client through the initial steps required to activate their account and start using Paytal.

Progress Indicator: 0/5 steps completed.

Steps:

Initiate Contract – Create a new contract.

Verify Company – Redirects to company settings for verification.

Invite Talent – Invite a team member or freelancer.

Sign Contract – Sign an already initiated contract.

Send Payment – Make the first payment to activate service.

This section should get displayed in 2 cases:

No contracts are created

Contract is created and not initiated

⁠

Pending Items Overview

Purpose: Show tasks needing attention.

Pending Invitation: Number of talents invited but yet to accept.

Pending Signature: Number of contracts that are initiated but not signed.

Pending Payment: Number of contracts where payment is due.

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Payments Due & Button

Purpose: Highlight any due payment.

Payments Due: Current outstanding payments (e.g., $0.00).

Pay Button: Directs the client to the payment flow or wallet.

⁠

Transactions Overview

Purpose: Gives a quick monthly view of financial activity.

Transactions Per Month: Number of payment transactions processed this month.

Upcoming Payments: Displays total of upcoming scheduled payments.

Monthly Revenue Report: A bar chart visual showing payment activity.

⁠

Team Member Section

Purpose: Show active talents associated with the client account.

No Active Talent Yet: Message when no talents are onboarded.

Hire Remote Tech Talent: CTA button linking to talent hiring flow or marketplace

https://squadio.com/client-signup⁠

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View All: Goes to the contracts list view

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List of Payments

Purpose: Display a table of all payments made or pending.

Columns:

Reference

Start Date

End Date

Status

Type (e.g., fixed, hourly)

Employee Name

Image

Job Title

Amount

Search: Search/filter payments

Pagination: Shows number of entries per page and navigation

⁠

Recent Contracts

Purpose: Table of all recent contracts created by the client.

Columns:

Name (Talent name)

Job Title

Type (e.g., full-time, part-time, freelance)

Status (signed, draft, etc.)

Contract Duration

Salary

Action (likely for viewing, editing, or cancelling)

Search: Filter contracts by any term.

Pagination: Table control navigation.

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