Quantum Portal Tutorial
Complete step-by-step guide to every feature in your Quantum client portal — from dashboard to AI insights.
1 Getting Started — Login & Navigation
The Quantum Portal is your centralised hub for managing projects, tracking orders, communicating with the 69dynamics team, and accessing powerful AI-driven insights — all in one place.
Logging In
Go to https://69dynamics.in/portal in your browser.
Enter the email address and password associated with your client account, then click Sign In. You can also sign in with Google if your account is linked.
Portal Navigation
The portal uses a left sidebar for navigation categorised into logical groups:
- Overview — Dashboard & Analytics
- Actions — New Request & Reviews Digital
- Supply Chain — Orders, Gallery & Products Product
- Communication — Notes & Documents
- Project — Tasks & Milestones
- Finance — Quotations, Invoices, Contracts & Payments
- Support — Tickets, Announcements & Feedback
- Intelligence — AI Insights, Activity Log & Reports
- Account — Settings, Help & Guides
Ctrl+K anywhere to open the global search bar. Type a section name or keyword to jump instantly.
Notification Bell
The bell icon in the top-right corner shows a badge count of unread notifications. Click it to see a dropdown of recent activity. Use "Mark all as read" to clear them.
Two Portal Modes
Depending on your account type, the portal shows different sections:
| Mode | Sections Visible |
|---|---|
| Digital Client | Dashboard, Analytics, New Request, Reviews, Communication, Project, Finance, Support, Scheduling, Team, Brand & Strategy, Intelligence, Account |
| Product Client | Dashboard (product variant), Analytics, Supply Chain, Order Updates, Product Gallery, New Product, Communication, Project, Finance, Support, Scheduling, Team, Intelligence, Account |
2 Dashboard
The Dashboard is your portal home screen, providing a snapshot of everything happening across your projects.
Digital Client Dashboard
- Welcome Banner — Personalised greeting with your name and avatar, plus quick-action buttons.
- Project Stats — Cards showing Total Projects, Completed, and Milestones at a glance.
- Bi-Weekly Progress Report — A banner linking to your latest progress digest.
- Projects List — All your active projects with status indicators.
- Quick-Action Cards — One-click access to New Request, Book Review, Invoices, Quotations, and Calendar.
Product Client Dashboard
- Order Stats — Cards showing Total Orders, Pending, Delivered and revenue metrics.
- Monthly Sales Trend — Interactive chart showing order volume over time.
- Top Products Chart — Bar chart of your best-performing products.
- Recent Orders Table — Latest orders with status, amount and date.
Use the Refresh button in the top bar to fetch the latest data. The "Last Updated" indicator shows when data was last synced.
3 Analytics
The Analytics section provides visual charts and timelines so you can track project health at a glance.
Available Charts
| Chart | What It Shows |
|---|---|
| Project Status (Pie) | Distribution of projects by status — Active, Completed, On Hold |
| Milestone Completion | How many milestones are done vs. remaining |
| Progress Overview | Overall project completion percentage over time |
| Recent Updates | Timeline of latest changes across all projects |
Gantt Timeline View
Switch to the Gantt view to see a horizontal timeline of your projects with start dates, durations and milestone markers. This is ideal for understanding delivery timelines.
4 New Request Digital
Submit new project requests directly from the portal. Your request will arrive in the admin panel for review and approval.
Submitting a Request
Click "New Request" in the sidebar under Actions.
Fill out the request form:
- Project Name — A clear name for the project.
- Project Type — Choose from: Web Design, Web Development, Mobile App, Marketing, Branding, SEO, SaaS, Custom Software, or Other.
- Budget Range — Select from ₹25K to ₹2.5L+ brackets.
- Timeline — Urgent, Normal, Relaxed, or Flexible.
- Description — Detailed brief of what you need.
- Attachments — Upload reference files (up to 10 MB).
Auto-Suggested Milestones
Based on the project type you select, the system auto-generates suggested milestones. You can accept them as-is or edit before submitting.
Tracking Submitted Requests
All your submitted requests appear in a list below the form with their current status (Pending, Under Review, Approved, Declined).
5 Reviews & Appointments Digital
Book reviews, appointments, or submit feedback on ongoing work.
Select a project, choose a request type (Review, Appointment, Feedback, Change Request, or Support), pick a preferred date, write your message, and submit.
Previous requests are listed below with their statuses so you can track follow-ups.
6 Supply Chain Overview Product
The Supply Chain dashboard gives you a comprehensive view of all orders, costs, and product performance.
Key Metrics
Five stat cards are displayed at the top:
| Card | Description |
|---|---|
| Total Orders | Number of orders placed to date |
| Your Cost | Aggregate cost price across all orders |
| MRP Total | Aggregate maximum retail price |
| Delivered | Number of orders successfully delivered |
| Pending | Orders currently in transit or production |
Date Range Filter
Use the date range picker at the top to filter all charts and tables to a specific time window.
Charts & Visualisations
The dashboard includes 8 interactive charts:
- Cost vs MRP — Compare your cost against retail pricing.
- Order Status (Pie) — Breakdown by Pending, Confirmed, Delivered, etc.
- Monthly Trend — Order volume and value over months.
- Top Products — Best-performing products by order count or value.
- Product Share (Pie) — Which products account for the most revenue.
- Product Value (Bar) — Side-by-side value comparison.
- Product Trend (Line) — Individual product performance over time.
- Category Distribution — Orders grouped by product category.
Product-wise Breakdown Table
A detailed table listing each product with quantity, cost, MRP, margin and status. Useful for quick audits.
Export Options
Click the Export button to download supply chain data as Excel (.xlsx), CSV, or Print the current view directly.
7 Order Updates Product
Track every order through its lifecycle with pipeline-style filtering.
Pipeline Filters
Use the filter pills to view orders by stage:
- All — Every order regardless of status
- Pending — Awaiting confirmation
- Confirmed — Order accepted and scheduled
- Manufacturing — Currently in production
- Packing — Being prepared for dispatch
- Dispatched — Shipped and in transit
- Delivered — Successfully received
Search & Sort
Use the search bar to find orders by name or ID. Sort by date or amount to organise your view.
Click any order card to expand its details — including items, tracking info, and timeline history.
You can also export the orders list as Excel for offline tracking.
8 Product Gallery Product
View and manage all your products with images, categories, and details.
Browsing Products
The gallery supports both Grid view (image cards) and List view (compact table). Toggle between them using the view buttons in the toolbar.
Search, Filter & Sort
Use the toolbar to search by product name, filter by category, or sort by date, name, or price.
Uploading Products
Click "Add Product" and fill in:
- Product Name
- Category — Select from predefined categories
- SKU — Stock keeping unit identifier
- Description
- Images — Upload up to 5 images with drag-and-drop support
9 New Product Submission Product
Request a new product to be added to your catalogue for supply chain orders.
Fill out the new product form:
- Product Name
- Category — Cookies, Snacks, Mixtures, Sweets, Beverages, Bakery, Dairy, Ready to Eat, Spices, or Other
- Cost Price and MRP
- Unit / Size — e.g., 250g, 1L
- Shelf Life
- Description
- Image Upload
Submitted products appear in a list below, awaiting admin approval before they become active in the supply chain.
10 Notes
Communicate with the 69dynamics team through threaded notes. Each note is timestamped and linked to your account.
Creating a Note
In the compose area, select a note type (Note, Call, Email, Meeting, or WhatsApp), enter a title and optional subject, write your message, and click Send.
Rich Text Support
The editor supports Markdown formatting:
**bold**for bold*italic*for italic`code`for inline code[link text](url)for hyperlinks
File Attachments
You can attach files to any note. Click the attachment icon and select your file to upload.
Notes appear in a threaded timeline — newest first — with clear labels for each type.
11 Documents
Access all documents shared with you — contracts, invoices, deliverables, reports, and more.
Filtering Documents
Use the type filter to view specific categories:
- Contracts
- Invoices
- Deliverables
- Reports
- Other
A search bar lets you find documents by name or keyword. Documents are displayed as downloadable cards in a grid layout.
12 Tasks
View all tasks assigned to your projects. Tasks are managed by the admin team, and you can track progress here.
Task Stats
Three stat cards show at a glance:
- Total Tasks — Overall count of tasks across all projects.
- In Progress — Tasks currently being worked on.
- Completed — Tasks that are done.
Each task card shows the task name, assigned project, priority level, and current status.
13 Milestones
Track major project milestones — from planning phases to final delivery.
Milestone Stats
| Card | Meaning |
|---|---|
| Total | All milestones across your projects |
| Completed | Successfully reached milestones |
| In Progress | Currently active milestones |
| Overdue | Milestones that passed their due date |
Milestones are grouped by project. Each milestone shows a progress indicator, due date, and status badge.
14 Quotations
Review, accept, or decline quotations sent by the 69dynamics team for project work.
Quotation Stats
- Total Quotations — All quotations received.
- Pending — Awaiting your decision.
- Accepted — Quotations you've approved.
Click on a quotation to view its details — itemised breakdown, total amount, terms and validity period. Use the Accept or Decline buttons to respond.
15 Invoices
View all invoices, track payment status, and download PDFs for your records.
Invoice Stats
| Card | Description |
|---|---|
| Total | All invoices issued to your account |
| Paid | Invoices with confirmed payment |
| Pending | Invoices awaiting payment |
| Total Billed (₹) | Cumulative amount billed |
Status Filter
Filter invoices by All, Paid, Pending, or Overdue.
Click any invoice to expand details. Use the Download PDF button to save a copy for your accounting records.
16 Contracts
Access all your contracts and agreements — SOWs (Statements of Work), NDAs, and service agreements.
Contract Stats
- Total — All contracts associated with your account.
- Active — Currently in effect.
- Pending Signature — Contracts awaiting your review and signature.
- Expired — Past contracts for reference.
Contracts marked as "Pending Signature" require your action. Review the terms and use the signing flow to digitally approve them.
17 Payments & Billing
View your complete payment history — amounts paid, pending, and overdue balances.
Payment Stats
| Card | Description |
|---|---|
| Total Paid | Sum of all completed payments |
| Pending | Outstanding payment amounts |
| Overdue | Past-due payment amounts |
| Total Transactions | Number of payment records |
Payment History Table
The table lists every transaction with columns for:
- Date — When the payment was made or recorded.
- Description — What the payment is for.
- Invoice — Linked invoice reference.
- Amount — Payment amount in ₹.
- Status — Paid, Pending, or Overdue.
- Receipt — Download link for payment receipts.
18 Support Tickets
Raise support tickets for issues, questions, or requests. Tickets are tracked through a pipeline workflow.
Creating a Ticket
Click the "New Ticket" button to open the ticket creation modal. Fill in a subject, category, priority, and detailed description, then submit.
Ticket Pipeline
Filter tickets by status using the pipeline pills:
- All — Every ticket.
- Open — Newly created, awaiting assignment.
- In Progress — Being actively worked on by the team.
- Resolved — Solution provided, pending confirmation.
- Closed — Resolved and archived.
19 Announcements
Read important announcements from the 69dynamics team — system updates, feature releases, maintenance windows, and more.
New announcements show a notification dot in the sidebar until read. Announcements are ordered chronologically with the newest first.
20 Feedback & Ratings
Share your experience and rate the services you've received. Your feedback helps us continuously improve.
Submitting Feedback
Select a rating (1 to 5 stars), choose a category (General, Service, Communication, Delivery, Support, or Value), write your feedback, and submit.
Feedback History
All your previously submitted feedback is listed below the form, showing the rating, category, and your comment.
21 Calendar
Stay on top of scheduled events — calls, demos, deadlines, and appointments.
Calendar Stats
- Upcoming — Total future events.
- Calls — Scheduled phone/video calls.
- Demos — Product or feature demos.
- Deadlines — Project and milestone deadline reminders.
Mini Month Calendar
An interactive month calendar with previous/next navigation and a "Today" button. Days with events are highlighted. Click a day to see events for that date.
Upcoming Events List
Events are listed chronologically below the calendar with date, time, type, and description.
22 Team Members
Manage who from your organisation has access to the portal.
Team Stats
- Total — All team members on your account.
- Active — Currently active members.
- Invited — Members with pending invitations.
Adding a Team Member
Click "Add Member" to open the member form. Fill in their name, email, role (Viewer, Editor, or Manager), and optional phone number, then submit.
Role Definitions
| Role | Permissions |
|---|---|
| Viewer | Read-only access to all sections. Cannot submit forms or create items. |
| Editor | Can submit requests, notes, feedback and manage tasks. Cannot change settings or billing. |
| Manager | Full access including settings, billing information, team management and all actions. |
23 Brand Vault
Your centralised repository for all brand assets — logos, guidelines, templates, and creative materials.
Asset Stats
- Total Assets — All items in the vault.
- Logos — Logo files and variants.
- Guidelines — Brand guideline documents.
- Templates — Reusable design templates.
Category Filter
Filter assets by type:
- Logos
- Guidelines
- Templates
- Color Palettes
- Typography
- Social Media
- Marketing Collateral
- Other
Assets are displayed on visual cards with preview images. Click to download or view full-resolution versions.
24 Service Roadmap
See the planned phases of all services engaged with 69dynamics — from initial onboarding to ongoing support.
Roadmap Stats
| Card | Description |
|---|---|
| Total Phases | All planned service phases |
| Completed | Phases already delivered |
| Active | Phases currently in execution |
| Upcoming | Phases scheduled for the future |
The roadmap is displayed as a visual timeline — each phase is a card showing the service name, description, status, and date range.
25 ROI Tracker
Measure the return on investment across all services — see exactly how your spending translates to value.
ROI Stats
| Card | Description |
|---|---|
| Total Invested | Total amount spent on services |
| Value Generated | Revenue or value attributed to those services |
| ROI % | Return on investment percentage |
| Active Metrics | Number of active tracking metrics |
Service Filter
Filter ROI metrics by service type: Website, SEO, Ads, Social, Branding, Supply Chain, or Other.
Each metric record shows the service, investment amount, generated value, ROI percentage and trend indicator.
26 Collaboration Board
A shared workspace for exchanging ideas, requesting approvals, submitting revisions, and tracking creative discussions.
Board Stats
- Total — All collaboration items.
- Ideas — New ideas submitted for consideration.
- In Review — Items being evaluated.
- Approved — Accepted items ready for execution.
Dual Filters
Filter items by type and status simultaneously:
| Type Filter | Status Filter |
|---|---|
| Ideas | Open |
| Approval | In Review |
| Revision | Approved |
| Question | Closed |
| Reference |
Creating a New Item
Click "New Item" and fill in the title, type, priority (Low, Medium, High, Urgent), description, and optional attachment URL. Submit to add it to the board.
27 AI Insights AI-Powered
Leverage Gemini AI to get intelligent analysis of your project health, progress trends, and growth opportunities.
AI Summary Banner
At the top, an AI-generated summary provides a snapshot of your current status — powered by Google Gemini AI.
AI Score Pills
Four key health indicators displayed as pill badges:
| Metric | What It Measures |
|---|---|
| Project Health | Overall health score based on status, deadlines and milestones |
| Progress Rate | How fast tasks and milestones are being completed |
| Engagement | Your activity level — notes, reviews, feedback, portal logins |
| On-Time Rate | Percentage of milestones delivered on or before schedule |
AI Insight Cards
Four detailed insight panels provide actionable intelligence:
- Smart Recommendations — AI-generated suggestions for next steps based on your project state.
- Performance Trends — Analysis of how your project metrics have changed over time.
- Milestone Intelligence — Predictions on milestone completion and potential risks.
- Growth Opportunities — AI-identified areas where you can maximise project value.
28 Activity Log
A chronological feed of all activity across your portal — every action, update, and system event in one place.
The activity log displays entries with:
- Timestamp — When the event occurred.
- Action Type — What happened (e.g., "Invoice Created", "Note Added", "Milestone Completed").
- Details — Context about the specific item involved.
- Actor — Who performed the action (you, a team member, or the system).
29 Report Builder
Generate downloadable reports from pre-built templates — export your data in Excel or PDF format.
Available Report Templates
| Template | Format | Contents |
|---|---|---|
| Order Summary | Excel / PDF | Complete order data with costs, quantities, and status breakdown |
| Inventory Snapshot | Excel | Current product inventory with stock levels and categories |
| Financial Summary | Invoices, payments, and outstanding balances | |
| Activity Report | Account activity log for a selected period |
Click a report template card, configure any options (date range, etc.), and click Generate. The report will appear in the output area below, ready for download.
30 Settings
Manage your account preferences, security, notifications, and data. The Settings section has 6 tabs:
Profile Tab
Update your personal and company information:
- Full Name, Email (read-only), Phone
- Designation, Company Name, Website
- Industry, Address
- GST Number, PAN Number
- Bio — Short description of your business
- Change Password — With strength indicator (Weak/Fair/Strong/Very Strong)
Preferences Tab
Customise how the portal behaves:
- Date Format — DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD
- Timezone — IST, UTC, EST, PST, GMT, etc.
- Language — English (more languages coming soon)
- Currency — INR (₹), USD ($), etc.
- Dashboard Card Toggles — Show/hide individual cards on the dashboard
Notifications Tab
Control what notifications you receive:
- Push Notifications — 8 toggles for different event types (new invoices, milestones, notes, tickets, etc.)
- Email Notifications — 4 toggles for email alerts
- Sound Alerts — Play a sound for new notifications
- Desktop Alerts — Browser push notifications
Billing Tab
Manage your billing information:
- Company Name, Address
- GST, PAN
- Contact Person, Contact Email
- Bank Details (for refunds) — Bank Name, IFSC Code, Account Number, UPI ID
Security Tab
Review your account security status:
- Authentication Info — Last login, sign-in method
- Active Sessions — Devices currently signed in
- Connected Apps — Google account linking status
Data Tab
Export or manage your data:
- Export by Category — Download specific data sets as JSON (projects, invoices, notes, etc.)
- Activity Overview — Summary statistics of your account activity
- Export All — Download a complete archive of all your portal data
- Data Deletion Request — Request permanent deletion of your data
31 Help & Support
Get help when you need it — multiple channels are available.
Support Channels
| Channel | Description |
|---|---|
| Send Message | Quick in-app message to the team |
| WhatsApp Support | Chat directly on WhatsApp |
| Send a detailed email | |
| Documentation | Browse guides and tutorials (you're here!) |
FAQ Section
7 frequently asked questions with expandable accordion answers covering common topics like password resets, billing, project timelines, and more.
Contact Support Form
Fill in the subject, category, and message, then submit. The team will respond within 24 hours.
32 Deliverable Approvals
Review deliverables submitted by the 69dynamics team, approve them, request revisions, or reject with feedback.
Approval Stats
| Card | Description |
|---|---|
| Pending | Deliverables waiting for your review |
| Approved | Deliverables you've accepted |
| Rejected | Deliverables you've declined |
| Revision | Deliverables sent back for changes |
Reviewing a Deliverable
Go to Project → Deliverable Approvals in the sidebar. All pending deliverables appear at the top.
Each deliverable card shows the title, description, attached files, and submission date. Click files to preview/download them.
For pending deliverables, you can: Approve (green), Request Revision (yellow), or Reject (red). Optionally add a comment before responding.
Filter by Status
Use the filter pills (All, Pending, Approved, Rejected, Revision) to view deliverables by status.
Approval History
Each deliverable card also shows a chronological history of all actions taken — who approved/rejected, when, and any comments left.
33 Document Signing
View and sign contracts, NDAs, and agreements shared by the 69dynamics team directly in the portal.
How It Works
Go to Documents → Document Signing in the sidebar.
Documents pending your signature are listed with status badges. Click a document to view its full content.
Review the document carefully, then click Sign Document to confirm. Your signature, name, and timestamp are recorded.
34 Data Export
Export your portal data (invoices, payments, milestones) in CSV or Excel format for your own records.
Exporting Data
Go to Intelligence → Data Export in the sidebar.
Select the data type you want to export (Invoices, Payments, etc.), choose a format (CSV or XLSX), and click Export. The file will download to your device.
35 Online Payments (Razorpay)
Pay invoices directly from the portal using Razorpay — supports UPI, cards, net banking, and wallets.
How to Pay Online
Go to Finance → Invoices in the sidebar. Unpaid invoices with online payment enabled show a Pay Online button.
Click Pay Online on an unpaid invoice. The Razorpay checkout popup opens with the invoice amount pre-filled.
Choose your payment method (UPI, Credit/Debit Card, Net Banking, Wallets) and complete the payment.
On successful payment, the invoice status automatically updates to Paid and a payment receipt is recorded in your Payments section.
36 Guides & Documentation
Access all tutorials, feature guides, and documentation for the Quantum Portal from one convenient section.
Available Guides
| Guide | Description |
|---|---|
| Quantum Portal Tutorial | This comprehensive guide covering every portal feature |
| Client Quick Start | A simplified getting-started guide for new clients |
| Quantum Features | Technical overview of all 40+ portal features |
Go to Account → Guides in the sidebar. Click any guide card to open it in a new tab.
38 Referral Rewards
Earn rewards by referring other businesses to 69dynamics. The Referral Rewards dashboard lets you track your referrals, their status, and your earned credits.
How It Works
- Navigate to Referral Rewards in the sidebar
- Share your unique referral link or submit a referral manually
- When your referral signs up and becomes an active client, you earn reward credits
- Track all referral statuses: Pending, Contacted, Converted, Rewarded
39 Enhancements
The Enhancements section lets you view planned platform improvements, suggest new features, and vote on what matters most to you.
Features
- Enhancement Cards — Each enhancement shows its title, description, status (Planned / In Progress / Completed), and priority
- Request New Enhancements — Submit your own ideas for platform improvements
- Status Tracking — See real-time progress on every enhancement
Go to Enhancements in the sidebar. Browse existing enhancements or click Request Enhancement to submit your suggestion.
🚀 Enhancement Roadmap
Planned features and improvements — automatically updated when new enhancements are added.
Loading enhancements…
69dynamics — Quantum Portal Tutorial v1.0
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