Dashboard

Live from Bicom

Do this now

Money sitting on the table

Biggest accounts

By seat count

Customers

Customer	Code	Seats	DIDs	Billed/mo	Balance	Status

Collections

Customer	Code	Balance	Invoice status

Pipeline

Leads & deals

Once the website Get-a-Quote form posts into HQ, new leads land here and move New → Quoted → Won → Provisioning → Live.

×

Import ApicTax

Export both CSVs from ApicTax and drop them here. Matched to customers by name; updates balances, billed amounts and invoice status. Re-run anytime.

Customers export (Name, Amount Due) Invoices export (Customer, Sub Total, Status, Recurring)