Surplus Funds Dashboard

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Launch Your Surplus Funds Business

A comprehensive automation dashboard that guides you from company creation through closing your first deal while monitoring ongoing operations.

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Setup Dashboard
8-phase checklist

Complete guided steps from business creation to your first deal closed. Track progress with role-based color coding and automation triggers.

View Setup Dashboard
Operations Dashboard
Live KPIs & Pipeline

Monitor live business performance with pipeline funnel visualization, conversion rates, revenue tracking, and automation health indicators.

View Operations Dashboard

Key Features

Role-Based Tracking

Color-coded tasks show what you handle (blue), what Manus AI automates (green), and third-party services (orange).

Automation Triggers

Visual flowcharts show how each step triggers the next, helping you understand and optimize your workflow.

Google Sheets Integration

Auto-sync with your CRM for real-time metrics while maintaining manual control over critical updates.