Client Hub (bento layout)
The client detail page is a bento grid of cards — Identity, Revenue, Outstanding, Projects, Whiteboards, Pages, Files, Activity. Each tile shows what you actually need about this client.
Contents
Client Hub (bento layout)
The client detail page is not a single list but a bento grid of tiles. Each tile surfaces one dimension of this client — and only tiles that actually have data are shown. A brand-new client shows just the essentials; a 5-year relationship fills the entire grid.
Tile catalog
| Tile | Shows |
|---|---|
| Identity (2×2 hero) | Logo or initials, name, contact pill (email/phone), "Client since DD.MM.YYYY", tags |
| Revenue YTD | Big EUR figure, 12-month sparkline, delta-vs-last-year chip |
| Outstanding | Open invoices (total + count) + chip with worst overdue days |
| Projects | Scrolling cards of current projects with progress % and due date |
| Whiteboards | 2×2 mini-grid with SVG thumbnails, click to open |
| Pages | Up to 5 recent pages: emoji icon + title + first line |
| Files | Folder count, total size, 3 newest filenames |
| Activity | ~10 latest events around this client with relative timestamps |
| Contacts | Additional contact persons (beyond the main contact) |
Per-client accent color
You can assign an accent color per client. It's used sparingly:
- Sparkline stroke on the Revenue tile
- "Client since" pill on the Identity tile
- Big-number colour on the Identity tile
That way you instantly recognise which client is open. Set the colour via the Actions menu → Edit.
Show & hide tiles
Top right of the hub you'll find a gear icon. Behind it is a checklist for per-user customization:
- Which tiles you want to see.
- Which to hide.
The choice is per-user (stored in localStorage) and applies to every client detail page.
Sections below the grid
Underneath the bento grid, additional full-width sections appear:
SEPA mandates
If you use SEPA Direct Debit, the Mandates section lists all active and historic SEPA mandates for this client. Create new mandate, revoke mandate, attach signed PDF — all directly here. Details in SEPA Direct Debit.
Actions in the top right
In the sticky topbar you find:
| Action | Purpose |
|---|---|
| Edit | Change master data (name, address, accent colour …) |
| Archive | Archive the client — historic invoices stay intact |
| Link existing resource | Retroactively link an existing project/whiteboard/page |
dVersum tip
The Activity tile is your memory anchor for every client call: scan it for 10 seconds before dialling — "Last invoice sent 12.05., reminder on 03.06., page 'Concept v2' edited 09.06." — and you instantly sound up-to-date.
Last updated: 7/9/2026