69dynamics Admin Panel Tutorial

1 Getting Started

The 69dynamics Admin Panel is a single-page application (SPA) accessed at https://69dynamics.in/admin. It uses Firebase Authentication for secure login.

Login

Navigation

The left sidebar contains all sections organized into groups:

2 Dashboard

The Dashboard provides a real-time overview of your workspace with key metrics displayed in stat cards:

• Total Clients — Active client count from the clients collection
• Active Projects — Number of ongoing projects
• Inquiries — Contact form submissions awaiting response
• Newsletter Subscribers — Email list count
• Applications — Career/job applications received
• Recent Activity — Timeline of latest events across all sections

3 Clients

Manage all your client records. Each client has contact details, project associations, and status tracking.

Adding a Client

Client Table Features

• Search — Filter clients by name, email, or company
• Edit — Click the pencil icon to modify client details
• Delete — Click the trash icon (with confirmation)
• Status Badges — Visual indicators: Active (green), Inactive (gray), Lead (yellow)

4 Projects

Track all client projects with status management and assignment. Projects support three view modes: List (default), Kanban board, and Gantt timeline chart.

Creating a Project

Status Workflow

Search & Filter

Use the search bar at the top to filter projects by name, client, or status. Results update in real-time as you type.

4b Project Views: Kanban & Gantt NEW

Switch between three project views using the view toggle buttons in the top bar.

List View (Default)

Traditional table showing all projects with columns: Name, Client, Status, Deadline, and Actions. Sortable and searchable.

Kanban View

Projects are displayed as draggable cards organized into status columns:

• Planning → In Progress → Review → Completed

Drag and drop project cards between columns to update their status. The change is saved to Firestore automatically.

Gantt Chart View

Projects are rendered on a visual timeline with horizontal bars showing duration from start to deadline. Features include:

• Zoom Controls — Zoom in/out to view weekly, monthly, or quarterly timelines
• Color-Coded Bars — Each status has a distinct color matching the badge colors
• Hover Details — Hover over any bar to see project name, client, dates, and status
• Overdue Highlighting — Past-deadline projects are highlighted in red

5 Project Requests

When clients submit project requests via the portal, they appear here for review.

• View request details, scope, and budget
• Accept or decline requests
• Convert accepted requests into active projects

5b Review & Reputation Management UPDATED

Manage client reviews, send review requests, and track your online reputation. Now with automated review collection and reputation dashboard.

Reputation Dashboard

The top stats cards show at-a-glance metrics:

Sending Review Requests

Automated Review Reminders

The scheduledReviewReminders Cloud Function runs every Wednesday at 11 AM IST. It automatically finds projects completed 7-14 days ago and sends a friendly follow-up email requesting feedback — but only if no request was previously sent for that project.

Review Status Flow

Features

• Search — Filter reviews by client name, email, or content with real-time search
• Star Ratings — Visual star display (1-5) for each review
• Status Management — New / Approved / Featured / Rejected
• Export — Export all reviews to CSV for reporting and marketing use
• Mark as Responded — Click "Mark as Responded" in review detail modal

Using Reviews for Marketing

Approved reviews are displayed on the main website's testimonials section. Featured reviews appear prominently on the homepage.

5c Contacts (CRM Database) NEW

A centralized CRM database for managing all customer contacts — separate from the Clients section, this stores broader contact information for sales, outreach, and networking.

Adding a Contact

Contact Fields

6 Client Onboarding

The onboarding section manages new client access requests and setup milestones.

Access Requests

When a client registers on the portal (/portal), an access request is created. Admin must approve it for the client to access their portal dashboard.

Milestones

Track onboarding completion milestones per client — e.g., "Brand assets received", "Domain connected", "First deployment". Milestones are stored in the clientMilestones Firestore collection.

7 Tasks

Internal task management for your team. Create, assign, and track tasks with due dates.

• Priority — Low / Medium / High / Urgent
• Status — To Do / In Progress / Done
• Assignment — Assign to specific team members
• Due Date — Track deadlines with overdue highlighting

8 Notes

Quick notes for internal use — meeting notes, client requirements, ideas. Attached to specific clients or as general notes.

9 Documents

Upload and manage client documents (contracts, invoices, assets). Files are stored in Firebase Storage and linked to client records.

10 Inquiries

All contact form submissions from the main website land here. Each inquiry is automatically scored by the Lead Scoring AI (see below).

How It Works

1. Visitor fills the contact form on 69dynamics.in
2. Data is saved to the inquiries Firestore collection (now includes UTM tracking data if available)
3. The onNewInquiry Cloud Function triggers automatically — sends a branded notification email to the admin
4. The onInquiryScored Cloud Function computes a lead score and tier (Hot / Warm / Cold)
5. Inquiry appears in the admin panel with all details + lead score badge

10b Lead Scoring AI NEW

Every new inquiry is automatically scored by the onInquiryScored Cloud Function to help your team prioritize follow-ups.

Scoring Criteria

Lead Tiers

10c Automated Follow-Up Emails NEW

The automatedFollowUps Cloud Function runs daily at 10:00 AM IST and sends two types of automated follow-up emails to unreplied inquiries.

Follow-Up Sequence

Stop Conditions

• If admin has marked the inquiry as replied: true — sequence stops
• If the 48h email has already been sent — won't re-send
• If both follow-ups are already sent — inquiry is excluded from future runs

10d Follow-Up Monitoring Badges NEW

The Inquiries table now includes a Follow-Up column that shows the real-time status of automated follow-up emails for each lead.

Badge Types

11 Referrals

Tracks referral program entries from /refer. Each referral shows the referrer name, referred client, and status.

12 Newsletter

Manages newsletter subscribers. Subscriptions come through the footer signup form.

Flow

1. User enters email in the newsletter form → POSTs to /api/newsletter
2. newsletterSubscribe Cloud Function saves to Firestore
3. onNewsletterSubscribe triggers — sends welcome email to subscriber + notification to admin

13 Applications

Career applications from /careers. The onNewApplication Cloud Function notifies admin via email when a new application is submitted.

• View applicant name, email, position, experience
• Download attached resumes
• Update status: New / Reviewed / Shortlisted / Rejected

13b Quotations & Estimates NEW

Create and manage service quotations for potential clients. Quotations serve as formal price estimates before converting leads to projects.

Creating a Quotation

Quotation Status Flow

Actions

• Send via Email — Email the quotation PDF to the client
• Convert to Project — Once accepted, convert directly into an active project
• Duplicate — Clone an existing quotation to create a similar one

14 Blog Management

Create, edit, and publish blog posts. Posts appear on /blog.

Creating a Manual Post

Editor Toolbar

The content editor supports: Bold, Italic, H2, H3, Paragraph, Lists (UL/OL), Code blocks, and a live preview toggle.

Blog Status Flow

15 AI Blog Generator UPGRADED

Generate high-quality, SEO-optimized blog posts using Gemini AI (2.5-flash primary, 2.0-flash-001 fallback). Posts are saved as "Pending Approval" and must be manually approved before going live.

AI Content Structure

The AI generator produces structured content that includes:

• Table of Contents — Auto-generated sticky TOC sidebar for long posts
• Key Takeaways Box — 3-5 bullet-point summary at the top of each post
• CTA Box — "Ready to get started?" call-to-action section at the end
• SEO Tags — 5 relevant tags auto-generated per post
• Word Count — 1,200-1,800 words per post (industry-standard long-form)
• Structured HTML — Proper H2/H3 headings, ordered/unordered lists, and semantic markup

How to Generate an AI Post

16 Blog Approval Workflow NEW

AI-generated blog posts follow a review-before-publish workflow to ensure content quality.

Workflow Steps

1. Generate — Admin clicks "Generate AI Post" → Gemini AI writes the post → Saved as pending_approval
2. Email Notification — Admin receives an email with the post title, topic, excerpt, and a "Review & Approve" link
3. Review — In the Blog table, pending posts show a purple "Pending Approval" badge and a green ✓ Approve button
4. Preview — Click the eye icon to preview the full post content before approving
5. Edit (Optional) — Click the pencil icon to edit the AI-generated content before approving
6. Approve — Click the green ✓ Approve button → Confirm → Post status changes to "Published" and goes live on /blog

AI Posts in the Table

AI-generated posts are tagged with a purple AI badge next to the title, making them easy to identify.

17 Blog Auto-Scheduler NEW

Automatically generate and publish AI blog posts on a fixed schedule — no manual intervention needed. This is powered by the scheduledBlogGeneration Cloud Function.

Schedule

How It Works

1. Cloud Scheduler triggers the scheduledBlogGeneration function on Wed/Sat at 10 AM IST
2. Function checks metadata/blogSettings → if autoPublishEnabled is false, it skips
3. Gemini AI generates a blog post with a random topic from the configured categories
4. Post is saved directly as Published to the blogPosts collection
5. Admin receives an email notification with the post title, excerpt, and link

Enable / Disable the Scheduler

18 Blog Frontend Features NEW

The public blog page (/blog) has been completely redesigned with new interactive features for reader engagement.

Comments System

Each published blog post now supports reader comments:

• Readers can leave comments with their name and message
• Comments are stored in the blogPosts/{postId}/comments Firestore subcollection
• Comments are displayed in reverse chronological order beneath each post
• Admin can delete inappropriate comments from Firestore

Newsletter Subscription (In-Post)

A newsletter signup CTA is embedded within each blog post, prompting readers to subscribe. Submissions are saved to the newsletterSubscribers Firestore collection with UTM tracking data.

Scroll-Triggered CTA Banner

A sticky CTA banner slides in from the bottom after the reader scrolls 40% of a blog post. It encourages visitors to start a project or get in touch. The banner auto-dismisses and can be closed manually.

UTM Tracking on Blog

Blog visitors who arrive via UTM-tagged links (from ads, emails, or social media) automatically have their UTM data captured and attached to:

• Comment submissions
• Newsletter subscriptions
• Contact form inquiries

This allows you to trace exactly which campaign or channel brought a lead. See the UTM Tracking section for details.

18b Testimonials NEW

Manage customer testimonials displayed on the main website. Testimonials are sourced from approved reviews and can also be created manually.

Managing Testimonials

• Add Testimonial — Manually create with client name, company, quote text, star rating, and photo
• From Reviews — Promote approved reviews directly to testimonials carousel
• Visibility Toggle — Show/hide individual testimonials on the public website
• Order Management — Drag to reorder testimonials display sequence

18c Email Campaigns NEW

Plan, create, and manage email marketing campaigns separately from the quick Email Blast tool in Campaigns. Email Campaigns provides a more structured approach for drip campaigns and recurring communications.

Campaign Types

Creating a Campaign

Sending Options

Recipient Segments

Campaign Stats

The dashboard cards show: Total Sent, Open Rate, Click Rate, and Drafts. Status badges: sent scheduled draft

19 Website Performance Monitoring UPDATED

Monitor your website's performance, accessibility, SEO, and best practices using Google PageSpeed Insights data. Fully configurable — choose which pages to audit and how often.

Performance Dashboard

The Performance Monitor section (under Analytics) shows:

• Core Web Vitals — LCP, FID, CLS, TTFB real-time cards
• Site Health Checks — SSL, HTTPS redirect, response time, Firebase status
• Page Size Analysis — Visual bars showing page weight for each URL
• Performance Log — Historical audit records with scores
• Optimization Recommendations — AI-powered tips to improve scores

Configuring Audit URLs

Audit Schedule Options

Manual Run

Reading the Data

20 Conversion Tracking

Track user actions and marketing conversions across your website.

How Conversions Are Logged

The frontend JavaScript calls the logConversionEvent Cloud Function whenever a user completes a significant action:

Viewing Data

The Conversions section shows a table of all logged events with: event type, label, source page, referrer, and timestamp. Use this data to understand which pages and CTAs drive the most leads.

20c Performance Monitor NEW

Track system-level performance metrics for your website and admin panel. Helps identify slow pages, API bottlenecks, and Client-side rendering issues.

Metrics Tracked

21 Configurator Leads

Leads generated from the Service Configurator tool on the main website. The configurator lets visitors build a custom digital package by selecting services.

How It Works

1. Visitor opens the Service Configurator on the main site
2. They select services (Website, SEO, Ads, CRM, etc.) and see a live price estimate
3. On submission, the saveConfiguratorLead Cloud Function saves the configuration to Firestore
4. Lead appears here with: selected services, estimated budget, contact info

20 Campaigns NEW

The Campaigns section is a full marketing command center with three tabs: UTM Link Generator, Lead Source Analytics, and Email Blast.

Navigation: Admin Panel → Analytics & Reports → Campaigns

Tab 1: UTM Link Generator

Build tracked campaign URLs with UTM parameters for Google Ads, Meta Ads, emails, and social media campaigns.

Tab 2: Lead Source Analytics

Visualize where your leads are coming from across all UTM-tagged traffic.

Tab 3: Email Blast

Send bulk HTML emails to your newsletter subscribers directly from the admin panel.

Blast History

Below the compose form, you'll see the Blast History table showing all previously sent email blasts with: subject, send date, total recipients, success/fail counts, and status.

20b Google Ads Dashboard NEW

The fourth tab in the Campaigns section provides a comprehensive Google Ads performance dashboard, tracking all leads from Google Ads campaigns.

Navigation: Admin Panel → Campaigns → Google Ads tab

Integration Status

The dashboard header shows your Google Ads Account ID (AW-8723648500) and active integration checks:

• ✅ Google Ads Tag Active
• ✅ GA4 Linked (G-MHBHJR0F1G)
• ✅ GTM Installed
• ✅ Conversion Tracking Active (ads_conversion_Sign_up_1)
• ✅ Enhanced Conversions Enabled (email + phone user data)
• ✅ gclid Capture Active (Google Click ID tracking)

KPI Cards

Six stat cards show real-time Google Ads lead metrics:

Performance Charts

Four interactive charts (powered by Chart.js) provide visual analytics:

Google Ads Leads Table

A detailed table lists all Google Ads leads with:

• Date filter — Filter by All Time, Last 7 Days, Last 30 Days, Last 90 Days
• Columns — Date, Name, Email, Service, Source, Campaign, Lead Score, gclid status
• CSV Export — Click Export CSV to download all Google Ads leads data for reporting

How Google Leads Are Detected

A lead is attributed to Google Ads if any of these conditions match:

• Has a gclid (Google Click Identifier) — captured automatically from ad click URLs
• utm_source = "google" AND utm_medium = "cpc"
• source = "landing-page-google" (from Google Ads landing pages)

20c Ads AI — Campaign Automation NEW

The Ads AI module is a full-stack Google Ads automation system. It generates campaigns with AI, pushes them to Google Ads, monitors performance, and optimizes keywords — all from the admin dashboard without logging into Google Ads.

Navigation: Admin Panel → Ads AI (sidebar)

Tab Overview

Step 1: Generate a Campaign

The AI creates:

• 2-4 themed ad groups (e.g., "Brand Awareness", "Service Keywords")
• 8-15 keywords per ad group (mixed match types: exact, phrase, broad)
• Negative keywords to block irrelevant traffic
• 8-15 responsive search ad headlines (max 30 chars each)
• 2-4 descriptions per ad (max 90 chars each)
• Sitelink extensions with descriptions

Step 2: Review & Approve

Step 3: Push to Google Ads

1. Creates campaign budget on Google Ads
2. Creates the campaign (in PAUSED state by default)
3. Sets location targeting (Coimbatore, Chennai, etc.)
4. Creates ad groups with keywords
5. Creates responsive search ads
6. Adds sitelink extensions

The entire push takes 20-40 seconds. A progress bar tracks each step live.

Step 4: Track Pushed Campaigns

Each live campaign card shows:

• Campaign name, location, budget, ad group/keyword/ad counts
• Google Campaign ID (for reference)
• AI reasoning (why it structured the campaign this way)
• Push log (step-by-step record of what was created)
• Pause/Enable button — toggle campaign status directly
• Refresh Ad Copy button — AI generates fresh headlines/descriptions using latest performance data

Step 5: Monitor Performance

KPI summary cards show at a glance:

The performance table highlights campaigns spending heavily with no conversions (red background). Click the eye icon to drill into keyword performance for any campaign.

AI Performance Insights: Click "Analyze" to get AI-powered recommendations — keyword additions, removals, budget suggestions based on real data.

Step 6: Automated Optimization

The system optimizes campaigns automatically:

• Daily Monitor (9 AM IST) — Checks all enabled campaigns. Flags high-spend/no-conversion campaigns. Auto-pauses if above your cost threshold.
• AI Keyword Optimizer — Analyzes keyword metrics and suggests: new keywords to add, poor performers to remove, negative keywords to add, match type changes, budget adjustments.
• AI Ad Copy Refresh — When CTR drops, generates fresh headlines and descriptions using real performance data, then replaces old ads on Google directly.

How AI Builds Strategy

The AI strategy engine works in 6 phases:

1. Market Analysis: Analyzes business type, location, and competitive landscape
2. Campaign Structure: Creates themed ad groups with keyword clusters (exact + phrase + broad mix)
3. Ad Copy Generation: Writes headlines optimized for CTR with value propositions and CTAs
4. Performance Learning: Uses historical data from past campaigns to inform new ones
5. Continuous Optimization: Daily monitoring auto-pauses wasteful campaigns
6. Ad Copy Refresh: Regenerates underperforming ads using live metrics

One-Click Full Automation

Tools Quick Reference

21 UTM Tracking & Lead Source NEW

UTM parameters are automatically captured from any page URL and attached to every lead submission across the entire website.

How UTM Capture Works

1. When a visitor lands on any page with UTM parameters (e.g., ?utm_source=google&utm_medium=cpc&utm_campaign=summer), the JavaScript captures and stores them in sessionStorage
2. When the visitor submits any form (contact, newsletter, configurator), the UTM data is automatically attached to the submission
3. The data flows into Firestore with fields: utm_source, utm_medium, utm_campaign, utm_term, utm_content

Where UTM Data Appears

22 Quantum Automation Pipeline

The Quantum Pipeline automates client project workflows through predefined stages with automatic notifications.

Pipeline Stages

Creating a Pipeline

Advancing Stages

22b Quantum Pipeline — Kanban View NEW

The Quantum Pipeline supports a visual Kanban board alongside the default list view. Toggle between views using the List / Kanban buttons in the top bar.

Kanban Columns

Pipelines are arranged as draggable cards in stage columns:

Using Kanban

Pipeline Stats Dashboard

Above the Kanban board, five stat cards show real-time metrics:

• Active Pipelines — Total pipelines excluding completed
• Intake — Count in intake stage
• In Provisioning — Count in provisioning
• Go-Live Ready — Count ready for deployment
• Avg. SLA — Average time across all pipeline stages

22c Dynamic SLA Monitor NEW

Track response times, delivery deadlines, and uptime promises for all clients. The SLA Monitor sends auto-alerts before SLA breaches and maintains a compliance dashboard.

Dashboard Stats

Creating an SLA

SLA Types

• Response Time — Maximum time to first response on client requests
• Delivery Deadline — Project/milestone delivery commitments
• Uptime Guarantee — Service availability percentage (e.g., 99.9%)
• Resolution Time — Maximum time to resolve support tickets
• Revision Turnaround — Time to complete revision requests

Monitoring & Alerts

SLA Table Features

• Filters — All SLAs / Compliant / At Risk / Breached
• CSV Export — Export full SLA data for client reports
• Breach Alerts — Recent breach alerts panel shows the most critical SLA violations

23 Auto-Invoicing on Milestone Completion NEW

When a project milestone is marked as "completed" in Firestore, the onMilestoneComplete Cloud Function automatically generates an invoice.

How It Works

1. Admin marks a milestone as completed in the Projects section (or via pipeline advancement)
2. The onMilestoneComplete function triggers on the projects/{id}/milestones/{id} subcollection
3. Function checks if the milestone has an invoiceAmount set
4. Creates an invoice record in the invoices Firestore collection with a unique invoice number (format: INV-XXXXXX)
5. Sends a branded invoice email to the client with milestone details, amount, and due date (default: 7 days)
6. Updates the milestone document with invoiceId and invoiceNumber

Invoice Status Flow

24 Supply Chain Modules

The Supply Chain section provides a complete inventory and order management system for clients running product-based businesses.

Available Modules

Client Switching

Use the client dropdown at the top of the Supply Chain sidebar section to switch between clients. All SC data is filtered per-client.

25 Portal: Invoices & Payments NEW

The client portal now includes a dedicated Invoices & Payments section under the "Finance" navigation group, allowing clients to view their invoice history.

What Clients See

• Stat Cards — Four summary cards showing Total Invoices, Paid, Pending, and Total Amount
• Filter Dropdown — Filter invoices by status: All, Pending, Paid, Overdue
• Invoice Cards — Each invoice displays:
  • Invoice number (e.g., INV-A3B2C1)
  • Milestone name
  • Amount
  • Due date
  • Status badge (Pending / Paid / Overdue)

Data Source

Invoices are loaded from the invoices Firestore collection, filtered by the client's email. Additionally, milestone-type payment events from projects/{id}/milestones (where type = "payment") are included.

26 Portal: Activity Log NEW

The Activity Log provides clients with a unified chronological feed of everything happening across their projects.

What It Shows

The activity feed aggregates events from multiple Firestore collections:

Display

Each activity item shows:

• Color-coded timeline dot (by event category)
• Event title and description
• Relative timestamp (e.g., "2 hours ago", "3 days ago")

27 Audit Log NEW

Track every admin action in a searchable, filterable log. Every create, update, delete, and login event is automatically recorded.

How It Works

The logAuditAction(action, collection, details) function is called throughout the admin panel. Each entry is stored in the adminAuditLog Firestore collection.

Viewing Logs

Log Entry Fields

28 Webhooks & Integrations NEW

Configure webhook endpoints to receive real-time notifications when events occur in your admin panel.

Creating a Webhook

Supported Events

• New client created
• Project status updated
• New inquiry received
• Order status changed
• Invoice generated

29 Global Search (Ctrl+K) NEW

Instantly search across all sections and navigate anywhere in the admin panel with the keyboard shortcut Ctrl+K (or ⌘+K on Mac).

30 Support Tickets (Admin) NEW

Manage client support requests from the admin panel. Clients create tickets from the portal; admins view, reply, and resolve them here.

Viewing Tickets

Ticket Table

Tickets are displayed in a table with columns:

• Ticket ID — Auto-generated (TK-XXXXX format)
• Client — Name and email
• Subject — Brief description
• Priority — Color-coded dot (Low/Medium/High/Urgent)
• Status — Open, In Progress, Resolved, Closed
• Date — Creation date

Replying to Tickets

31 Announcements (Admin) NEW

Post announcements that are visible to all portal clients. Use announcements for product updates, maintenance notices, new features, and alerts.

Creating an Announcement

Announcement Types

Managing Announcements

Each announcement card shows a Publish/Unpublish toggle and a Delete button. Unpublished announcements are hidden from portal clients.

32 Portal: Order Updates NEW UX

The Order Updates section in the client portal has been completely redesigned with a modern, intuitive interface.

Key Features

• Pill-Based Filters — Filter orders by status: All, Pending, Confirmed, Manufacturing, Packing, Dispatched, Delivered
• Search & Sort — Search by order number or product name; sort by newest, oldest, or amount
• Visual Progress Stepper — 6-stage pipeline with color-coded dots showing current order progress
• Tabbed Detail Panels — Each order card has tabs for Items, Shipping, Settlement, and History
• Color Status Stripe — Top border color indicates current order status at a glance

33 Portal: Support Tickets NEW

Clients can create and track support tickets directly from the portal. Tickets flow to the admin panel for response.

Client Workflow

Ticket ID Format

Auto-generated: TK- followed by a timestamp-based alphanumeric code (e.g., TK-M1A2B3C).

34 Portal: Announcements NEW

Clients see all published announcements from the admin team. A notification dot appears in the sidebar when there are announcements from the past 7 days.

Display

• Announcements are displayed as cards with a color-coded left border by type
• Each card shows the type badge, date, title, and body text
• Most recent announcements appear first

35 Portal: Report Builder NEW

Clients can generate on-demand reports from their portal data. Four report templates are available:

36 Portal: Additional Enhancements NEW

Several enhancements have been added to the Quantum Portal to improve UX and functionality:

URL-Based Routing

The portal now supports hash-based URL routing with browser back/forward navigation. Example: /portal#order-updates opens the Order Updates section directly.

Skeleton Loading

While data loads, skeleton placeholder cards with animated shimmer are displayed instead of blank screens or spinners.

File Preview Overlay

Uploaded files and documents can be previewed in a full-screen overlay without downloading. Supports images, PDFs, and text files.

PDF Invoice Export

Clients can export invoices as PDF files directly from the portal's invoice section using jsPDF.

Gantt Timeline

Projects and milestones are displayed on a visual Gantt timeline chart for better progress visibility.

Web Push Notifications

Clients opt-in for browser push notifications. Notifications are sent when project status updates, new documents are shared, or milestones are completed.

Undo Toast

Admin panel actions (delete, update) show an undo toast notification allowing quick reversal of accidental changes within 5 seconds.

Blog Scheduled Publishing

Blog posts can be scheduled for future publication with a date/time picker. The scheduledBlogGeneration function handles auto-publishing.

PDF Challans

Supply chain orders can generate PDF delivery challans with complete order details, addresses, and item lists.

Inventory Movement History

Track all stock movements (additions, deductions, adjustments) in the inventoryHistory collection with timestamps and admin attribution.

Cookie Consent

A cookie consent banner appears for first-time visitors across the main website, complying with privacy regulations.

Live Chat Widget

An AI-powered live chat widget on the main website handles FAQs, pricing questions, and routes complex queries to admin support.

36L Expenses NEW

Track all business expenses — server costs, software subscriptions, marketing spend, contractor payments, and operational costs.

Recording an Expense

Expense Categories

Expense Reports

The expense dashboard shows summary stats: Total Expenses, This Month, Average Monthly, and category-wise breakdown with visual charts.

36M Automated Invoice Reminders NEW

Automatically send payment reminder emails to clients with unpaid or overdue invoices. Reduces manual follow-up effort and improves cash flow.

How It Works

1. The system checks all invoices with status: "pending" or status: "overdue"
2. Reminder emails are sent based on a configurable schedule
3. Each reminder includes invoice number, amount, due date, and a portal payment link
4. Sent reminders are tracked to prevent duplicate notifications

Reminder Schedule

36N Revenue Analytics NEW

Comprehensive financial analytics dashboard with real-time revenue, expenses, profitability, and client lifetime value insights.

KPI Cards

Charts

• Revenue vs Expenses (Line Chart) — Monthly trend over past 12 months
• Revenue by Service Type (Pie Chart) — Breakdown by category

Automated Backups Dashboard

Shows last backup timestamp, status, total count, and retention policy details.

36O Calendar NEW

Schedule events, meetings, calls, demos, and deadlines. Events assigned to clients appear in their portal calendar.

Creating an Event

Calendar Views

• Monthly Grid — Visual calendar with event dots
• Events List — Chronological upcoming events
• Navigation — Previous/Next month + "Today" quick-reset

36P Communication Hub NEW

Centralized dashboard for managing all client interactions — emails, notes, messages, and updates in one place.

Features

• Client Thread View — All communications with a client in a unified thread
• Quick Messages — Send notes or updates without leaving admin panel
• Activity Stream — Real-time feed of all client communications
• Search & Filter — Search across threads by client, keyword, or date

36Q Brand Vault NEW

Store and manage client brand assets — logos, color palettes, fonts, guidelines, and design files.

Asset Categories

36R Collaboration Board NEW

Shared workspace for admin-client collaboration with task boards, file sharing, and progress tracking.

Features

• Shared Task Board — Tasks visible to both admin and client team
• File Sharing — Upload and share files within the collaboration space
• Comments & Discussion — Thread-based discussions on deliverables
• Progress Tracking — Visual indicators for shared objectives

36A Contracts & Agreements NEW

Manage the full lifecycle of client contracts — from draft to active to expired. This module covers service agreements, SOWs, NDAs, retainers, and SLAs.

Creating a Contract

1. Navigate to Clients → Contracts in the sidebar
2. Click "New Contract" in the top-right
3. Fill in the contract details:
   • Title — Descriptive name (e.g. "Website Development SOW")
   • Client Email — Must match a registered client email
   • Type — Service Agreement, SOW, NDA, Retainer, SLA, or Other
   • Start/End Date — Contract validity period
   • Value (₹) — Total contract value
   • Status — Draft, Pending Signature, Active, or Expired
   • Document URL — Link to the downloadable contract PDF
   • Description — Additional notes or scope details
4. Click "Save Contract" to create

Client Portal View

Clients can view their contracts in the Finance → Contracts section of the portal. They see:

• Summary stats: Total, Active, Pending, Expired counts
• Filter by status (All, Active, Pending, Expired)
• Contract details: Type, period, value, description
• Download button (if document URL is provided)

Firestore Collection: contracts

36B Payments & Billing NEW

Track all client payments, record transactions, manage billing, and provide transparent financial history to clients.

Recording a Payment

1. Navigate to Finance → Payments in the sidebar
2. Click "Record Payment"
3. Fill in payment details:
   • Client Email — The client this payment is for
   • Description — What the payment is for (e.g. "Monthly retainer — July")
   • Amount (₹) — Payment amount
   • Date — When the payment was made or is due
   • Invoice # — Link to an invoice number (optional)
   • Due Date — For pending payments, when payment is expected
   • Payment Method — Bank Transfer, UPI, Cash, Cheque, Card, Other
   • Status — Paid, Pending, Overdue, Refunded
   • Receipt URL — Link to downloadable receipt

Admin Dashboard Stats

The Payments section shows four summary cards:

• Total Revenue — Sum of all paid transactions
• Pending — Sum of pending payments
• Overdue — Sum of overdue payments (auto-detected from due dates)
• This Month — Revenue received in the current month

Client Portal View

Clients see their payment history in Finance → Payments with:

• Summary stats: Total Paid, Pending, Overdue, Total Transactions
• Filterable payment table with date, description, invoice link, amount, status
• Receipt download links where available
• Auto-detection of overdue payments based on due date

Firestore Collection: payments

36C Project Milestones NEW

Track project deliverables, deadlines, and progress across all client projects. Milestones provide a clear timeline of what has been completed and what's next.

Creating a Milestone

1. Navigate to Clients → Milestones in the sidebar
2. Click "New Milestone"
3. Fill in:
   • Milestone Title — What this deliverable is (e.g. "Phase 1 Delivery")
   • Project Name — Milestones are grouped by project on the client portal
   • Client Email — Which client this milestone belongs to
   • Description — What's included in this milestone
   • Due Date — When the milestone should be completed
   • Status — Pending, In Progress, or Completed
   • Sort Order — Order within the project (1, 2, 3...)

Status Tracking

• Pending — Not yet started
• In Progress — Currently being worked on
• Completed — Finished (auto-records completion date)
• Overdue — Auto-detected when due date passes without completion

Client Portal View

Clients see milestones in Project → Milestones with:

• Summary cards: Total, Completed, In Progress, Overdue counts
• Milestones grouped by project name
• Progress bar showing percentage complete per project
• Visual timeline with status icons and due/completion dates
• Completed milestones appear with strikethrough text

Firestore Collection: projectMilestones

36D Client Feedback & NPS NEW

Collect and manage client satisfaction feedback with star ratings, NPS scoring, and response workflow.

How It Works

1. Clients submit feedback from Support → Feedback in the portal
2. They select a star rating (1-5), a category, and write their feedback
3. Admin reviews in Client Support → Client Feedback
4. Admin can respond to each feedback, which the client sees in their history

Dashboard Stats

• Total Feedback — Number of feedback submissions received
• Average Rating — Mean star rating across all feedback
• NPS Score — Net Promoter Score calculated as: (Promoters% - Detractors%) × 100. Ratings 4-5 are promoters, 1-2 are detractors
• This Month — Feedback received in the current month

Feedback Categories

• General Experience
• Service Quality
• Communication
• Delivery & Timeliness
• Support & Helpfulness
• Value for Money

Responding to Feedback

Click the message icon on any feedback row to open the response modal. Your response is saved and displayed to the client in their feedback history with a highlighted "Team Response" box.

Firestore Collection: clientFeedback

36E Client Team Members NEW

Manage team members across all client organizations. Clients can add their own team members from the portal, and admins can view, activate, disable, or remove them.

How It Works

1. Client adds members from Team → Team Members in the portal
2. Members are added as "Invited" status with a selected role
3. Admin can view all team members across all clients in Client Support → Client Teams
4. Admin can activate, disable, or remove any team member

Roles

• Viewer — Can view reports, documents, and project status
• Editor — Can add notes, submit requests, and upload files
• Manager — Full access except billing/payment information

Admin Actions

• Activate/Disable — Toggle team member status (click user icon button)
• Delete — Permanently remove a team member
• Filter — View by status (All, Active, Invited, Disabled)

Firestore Collection: clientTeamMembers

36F Portal: Contracts NEW

Clients view their active contracts under Finance → Contracts. Features include:

• Summary stat cards showing Total, Active, Pending Signature, and Expired contract counts
• Status filter dropdown to quickly find specific contracts
• Each contract shows title, type, validity period, value, status badge, and description
• Download button when a document URL is provided by the admin
• Expired contracts are automatically flagged based on end date

36G Portal: Payments & Billing NEW

Clients track their complete payment history under Finance → Payments. Features include:

• Summary cards: Total Paid (₹), Pending (₹), Overdue (₹), Total Transactions
• Sortable payment table with Date, Description, Invoice #, Amount, Status, Receipt columns
• Status filter for quick access to Paid, Pending, or Overdue payments
• Receipt download links where provided
• Overdue detection — payments past their due date are automatically flagged red

36H Portal: Project Milestones NEW

Clients view project progress under Project → Milestones. Features include:

• Stat cards: Total Milestones, Completed, In Progress, Overdue
• Milestones grouped by project name with completion percentage progress bars
• Visual status icons: ✓ Completed (green), ⏱ In Progress (blue), ○ Pending (gray), ⚠ Overdue (red)
• Completed items shown with strikethrough text and completion date
• Each milestone displays title, description, due date, and current status

36I Portal: Team Members NEW

Clients manage their team from Team → Team Members. Features include:

• Stat cards: Total Members, Active, Invited counts
• "Add Member" button to invite new team members
• Member details: Name, email, role, status badge
• Role selection: Viewer (read-only), Editor (notes + requests), Manager (full except billing)
• Remove members with confirmation dialog
• Admins can activate/disable members from the admin panel

36J Portal: Feedback & Ratings NEW

Clients provide satisfaction feedback from Support → Feedback. Features include:

• Interactive star rating (1-5) with labels: Poor, Fair, Good, Very Good, Excellent
• Category selection: General, Service Quality, Communication, Delivery, Support, Value
• Free-text feedback area for detailed input
• Feedback history showing all past submissions with date, rating, and category
• Admin responses displayed in a highlighted "Team Response" box
• Admin receives feedback in the Client Feedback section for review and response

36K Portal: Calendar NEW

Clients view their scheduled meetings, calls, demos, and deadlines under Scheduling → Calendar. Features include:

• Monthly calendar grid with event dots on event dates
• Navigation: Previous/Next month buttons and "Today" quick-reset
• Stat cards: Upcoming Events, Calls, Demos, Deadlines
• Upcoming events list with type, date, time, and description
• Events are filtered to show only those relevant to the logged-in client
• Events are created by admin in the admin panel Calendar section

37 Settings & Admin Roles

Settings

Configure your profile settings, notification preferences, and general admin panel options.

Admin Roles (Super Admin Only)

Only the Main Admin (super admin) can access Admin Roles. Here you can:

• Add new admins — Whitelist email addresses for panel access
• Set role levels — Define what each admin can access
• Remove admins — Revoke access

38 Environment Variables

Cloud Functions require environment variables set in functions/.env. These are deployed with firebase deploy --only functions.

Required Variables

Setting Environment Variables

# Create or edit functions/.env file
SMTP_HOST=smtp.zoho.com
SMTP_PORT=465
SMTP_USER=hey@69dynamics.in
SMTP_PASS=your-email-password
GEMINI_API_KEY=your-key-from-aistudio.google.com

39 Deployment Guide

The project is hosted on Firebase (project: dynamics-69).

Deploy Everything

firebase deploy

Deploy Only Hosting (HTML/CSS/JS)

firebase deploy --only hosting

Deploy Only Functions

firebase deploy --only functions

Deployment Checklist

1. Ensure functions/.env has all required variables
2. Run cd functions && node -c index.js to check syntax
3. Run npm install in the functions/ directory if dependencies changed
4. Deploy: firebase deploy
5. Verify at https://69dynamics.in

Runtime

40 Cloud Functions Reference

All 19 Cloud Functions and their triggers:

41 Firestore Collections

Complete reference of all Firestore collections used by the admin panel and portal:

42 Changelog

Track all major enhancements added to the admin panel and infrastructure.

58 Invoice Builder NEW

Create professional invoices with line items, taxes, discounts, and optional Razorpay online payment. Invoices are stored in the invoices Firestore collection and visible to clients in their portal.

Invoice Dashboard

Creating an Invoice

Invoice Actions

59 Lead Scoring & Pipeline NEW

Automatically score incoming leads and manage them through a visual Kanban pipeline with drag-and-drop stage management.

Lead Scoring Algorithm

Every inquiry is scored 0–100 based on these factors:

Score Labels

Pipeline Kanban Board

The pipeline has 6 stages displayed as Kanban columns:

60 AI Task Estimator NEW

Use Google Gemini AI to generate detailed project estimations with phases, milestones, tech stack recommendations, and cost breakdowns.

How to Use

AI Output Includes

61 Blog SEO Scoring NEW

Analyze your blog posts for SEO quality before publishing. The scorer checks title, meta description, keyword usage, content length, and more.

Using the SEO Scorer

What Gets Checked

Score Interpretation

62 White-Label Report Branding NEW

Customize the branding on client-facing reports and exported PDFs with your company's logo, colors, and tagline.

Configuring Branding

63 Razorpay Payment Gateway NEW

Enable online invoice payments for clients through the Quantum Portal using Razorpay — supports UPI, cards, net banking, and wallets.

Setup

Enabling for Invoices

Client Experience

When a client views an unpaid invoice with Razorpay enabled in their portal, they see a Pay Online button. Clicking it opens the Razorpay checkout popup. On successful payment:

• Invoice status is auto-updated to Paid
• A payment record is created in the payments collection
• The Razorpay Payment ID is stored for verification

64 Referral Dashboard NEW

Enhanced referral management with visual stats showing referral performance, conversion rates, and payout tracking.

Dashboard Stats

65 Deliverable Approvals NEW

Send completed deliverables to clients for review and track approval status. Clients can approve, reject, or request revisions directly from their portal.

How It Works

Firestore Structure

66 Enhancement Roadmap LIVE

Planned features and improvements coming to the Quantum platform — automatically updated when new enhancements are added.

67 Service Roadmap NEW

Plan and visualize your service offering roadmap — track planned services, features in development, and future capabilities.

Roadmap Items

• Planned — Services or features in the pipeline
• In Development — Currently being built
• Launched — Recently released and active

Each roadmap item includes: title, description, target quarter, priority level, and assigned team. The roadmap provides strategic visibility for planning client conversations and marketing campaigns.

68 ROI Tracker NEW

Track return on investment across marketing campaigns, projects, and service lines.

What It Tracks

69 Enhancements NEW

Track and manage platform enhancement requests, feature ideas, and improvement initiatives.

Enhancement Workflow

69.1 Premium Access Management NEW

Manage client tier subscriptions from the dedicated Premium Access section in the admin sidebar. Control which clients have access to premium portal features.

Overview Dashboard

The Premium Access dashboard shows four key stats at a glance:

Tier System

The Quantum Portal has two tiers:

• Basic (Free) — Dashboard, Analytics, Reviews, Notes, Enhancements, Referral Rewards, Settings, Help, and Guides
• Premium — All Basic features plus Documents, Tasks, Milestones, Invoices, Quotations, Contracts, Payments, Supply Chain, AI Insights, Report Builder, Brand Vault, ROI Tracker, Calendar, Team Members, Support Tickets, and more

Managing Client Tiers

• Upgrade a client: Click the Upgrade button next to any Basic client to instantly grant Premium access
• Downgrade a client: Click Downgrade next to any Premium client to revert to Basic
• Approve requests: When a client requests an upgrade, it appears in the Pending Requests panel — approve or reject with one click
• Filter & Search: Use the tier dropdown and search bar to quickly find specific clients

Client-Side Experience

When a client on the Basic tier navigates to a locked section, they see a lock overlay with a description and an option to request Premium access or start a 21-day trial.

70 AI Intelligence Suite ADVANCED

The AI Intelligence Suite provides 10 powerful AI-driven tools for client management, risk analysis, and business intelligence. All modules are accessible from the sidebar under AI Intelligence.

Sentiment Tracker

Analyze client sentiment across communications, support tickets, and feedback. Uses natural language processing to detect positive, neutral, and negative sentiment trends.

• Sentiment Score — Per-client sentiment score (0-100)
• Trend Chart — Sentiment changes over time
• Alert Triggers — Notifications when sentiment drops significantly

Churn Risk Alerts

Proactively identify clients at risk of churning based on engagement patterns, communication frequency, payment behavior, and satisfaction scores.

Client ROI Calculator

Calculate individual client return on investment with automated LTV (Lifetime Value) metrics. Compares revenue received vs cost of servicing each client.

• Revenue Tracking — Total payments received from the client
• Cost Attribution — Hours spent, resources allocated, tool costs
• LTV Projection — Predicted lifetime value based on contract renewal probability

AI Compliance Auditor

Automated compliance checking across your platform — data privacy, security practices, contract terms, and regulatory requirements.

• Privacy Audit — Checks data handling practices against GDPR/CCPA
• Security Audit — Reviews access controls, encryption, and authentication
• Contract Audit — Flags expired or soon-to-expire contracts

Scope Creep Detector

AI-powered analysis of project scope changes, tracking additions and modifications against the original scope document.

• Scope Baseline — Original project requirements and deliverables
• Change Detection — Flags when tasks exceed original scope
• Impact Assessment — Calculates cost and timeline impact of scope changes
• Alerts — Notifications when scope creep exceeds configurable thresholds

Client Health Dashboard

A composite health score for each client combining project progress, payment status, communication frequency, satisfaction rating, and SLA compliance. Displayed as a color-coded dashboard card per client.

AI Proposal Generator

Generate professional client proposals using AI. Input the client's requirements and the generator creates a complete proposal document with scope, timeline, pricing, and terms.

Revenue Forecast Engine

AI-powered revenue prediction based on pipeline data, historical patterns, seasonal trends, and contract renewals. Provides monthly and quarterly forecasts with confidence intervals.

• Pipeline Forecast — Expected revenue from current pipeline leads
• Renewal Forecast — Predicted revenue from contract renewals
• Growth Projection — Trendline forecasting based on historical data

White-Label Report Builder

Generate branded PDF reports for clients with customizable sections. Combine project progress, financial summaries, analytics data, and recommendations into professional client-facing reports.

Client Onboarding Workflow

Automated onboarding workflow with step-by-step task checklists, document collection, and welcome sequences. Each onboarding instance tracks progress across configurable stages.

• Welcome Kit — Automated welcome email with brand questionnaire
• Asset Collection — Checklist for collecting logos, content, access credentials
• Tool Setup — Provision accounts, repositories, and environments
• Kickoff — Schedule and track the kickoff meeting
• Progress Bar — Visual progress indicator showing completion percentage

71 HR & Operations NEW

Employees

Manage your team member records — contact details, roles, departments, and employment status.

Leave Management

Track and manage employee leave requests with approval workflow.

Leave Types

• Casual Leave — Short-term personal leave
• Sick Leave — Medical/health-related absence
• Earned Leave — Accumulated leave from service
• Work From Home — Remote work days
• Comp Off — Compensatory off for extra working days

Workflow

1. Employee submits leave request with dates, type, and reason
2. Request appears in admin panel as "Pending"
3. Admin approves or rejects with optional comment
4. Leave balance is auto-updated on approval

72 Procurement NEW

Vendors

Manage vendor/supplier records for procurement and outsourced services.

• Vendor Profile — Name, contact, category, payment terms
• Performance Rating — Track vendor reliability and quality
• Contract Linking — Link vendor contracts for quick reference

Purchase Orders

Create and track purchase orders for services, tools, and materials.

Stock Management

Track inventory levels for physical products (used in Supply Chain operations).

• Stock Levels — Current quantity per product
• Low Stock Alerts — Notifications when stock falls below threshold
• Movement History — All additions, deductions, and adjustments tracked in inventoryHistory
• Reorder Points — Configurable minimum stock levels per product