As a founder, I want to track my monthly revenue so I know if we’re growing.

🎯 Persona: Solo founder

🧭 Status: Not Started

🔥 Priority: High

📌 Feature Area: Finances / Analytics

✅ Acceptance Criteria:

• Revenue visible by month

• Breakdown by source

• Graph included in dashboard

  📝 Notes: Needed for early-stage investor updates and internal progress tracking

As a user, I want to duplicate templates so I can quickly set up new clients.

🎯 Persona: Consultant

🧭 Status: Validated

🔥 Priority: High

📌 Feature Area: Templates

✅ Acceptance Criteria:

• One-click duplication

• Rename + assign to new client

  📝 Notes: Increases user retention through workflow speed

As a user, I want to duplicate templates so I can quickly set up new clients.

🎯 Persona: Freelancer