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Team

Admin only — invite members by email + role. They set their own password.

Name	Email	Role	Status

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Provider	Board	Label	Type

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BD Leads

Pursue leads — enrich to attach a verified owner email. Paste an owner's LinkedIn to unblock the ones that need it.

Company	Role	Fit	Owner	Email	Opener	Send	LinkedIn

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Deals

Draft a proposal (the agent drafts on your fixed pricing — you review and send), and close a won deal to auto-spawn the 14-day onboarding plan.

New proposal

Client	Tier	$/mo	Status

Close a deal → onboard

Code	Client	Tier	Start	Status

Invoices

Panda tracks these and reminds you — you issue & send the real invoice in your billing tool, then mark it here. First-month payment unlocks kickoff; unpaid invoices auto-suspend delivery at 7 days overdue.

Client	Cycle	$	Status	Due

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Content delivery

The agent drafts the month's founder content + newsletter from the Voice Guide → you QA it against the guide → the client approves (auto after 72h) → you publish. Panda never posts to a public channel.

Voice Guide (the living artifact the agent writes from)

Save Voice Guide

Kind	Platform	Title	Status

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Reporting & Growth Scorecard

Enter the month's demand-engine numbers → Panda computes the Growth Scorecard and drafts the Monthly Growth Report (grounded only in your numbers) → you review, approve, and deliver. Panda never sends to the client.

Metric	This month	Last month	Δ

Report period	Status