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Groundwork

Download the latest version

Dashboard screenshot

A dashboard for freelancers that lives entirely on your computer. Track your leads, income, time, and to-do list — without subscriptions, accounts, or sending your data anywhere.

What it does

  • Pipeline — see all your work at a glance, from first conversation to getting paid. Drag jobs across columns as they progress (Lead → Proposal → Active → Invoiced → Paid).
  • Income — a monthly bar chart showing what you've earned, your best month, and a projected year-end total based on your average.
  • Time & capacity — log hours by client, see how your week is filling up, and keep an eye on your workload.
  • Next actions — a simple to-do list with priority levels so you know what to tackle first.
  • Ask AI — describe a change in plain English and the dashboard updates itself. "Moved the Acme project to invoiced" or "Logged 3 hours on the Barnardo's website" — that kind of thing. Completely optional.

Your data stays with you

Everything is saved in your browser — there's no account, no server, and nothing leaves your computer unless you choose to use the Ask AI feature with an internet-connected AI service. The dashboard works fully offline.

Getting started

  1. Download the latest groundwork-x.x.x.html file from the releases page
  2. Open it in any web browser (Chrome, Firefox, Safari, Edge)
  3. Answer a few quick setup questions (your name, currency, annual income target)
  4. You're in

Take the guided tour on first load — it walks you through each section in about two minutes.

Updating to a new version

  1. In your current version, go to Settings → Data → Export JSON and save the backup file
  2. Download the new groundwork-x.x.x.html and open it
  3. Go to Settings → Data → Import and load your backup

Your data should carry over automatically in Chrome and Edge (all local files share the same storage). In Firefox it won't — each file has separate storage — so the export step is essential. When in doubt, always export first.

Languages

The dashboard is available in English, Spanish, French, German, and Italian. Change your language in Settings. Switching language also adjusts the default currency symbol.

Privacy toggle

Click the currency symbol in the top-right corner to hide all financial figures — handy if you're working in a coffee shop or on a video call.

Optional: Ask AI

The "Ask AI" box lets you update your dashboard by describing what happened, rather than clicking through forms. It works with several AI services — you'll need an account and API key from whichever one you choose:

Service Where to sign up
Gemini (Google) aistudio.google.com
Mistral console.mistral.ai
Ollama Run locally on your computer — free, no account needed

Add your key in Settings → AI Models. If you'd rather not use AI at all, every part of the dashboard works manually — nothing is hidden behind it.

Backing up your data

Settings → Data → Export JSON saves a full backup you can restore from at any time. You can also export your pipeline as a spreadsheet (CSV) if you want to work with it in Excel or Numbers.

Keyboard shortcuts

Everything works with a keyboard if you prefer not to use a mouse:

  • Tab through pipeline cards, then Enter or Space to open one
  • Arrow keys to move sections up or down
  • Escape to close any pop-up

Licence

AGPL-3.0. If you distribute or host a modified version, you must make the source available under the same terms.

Changelog

v1.1.1

  • Fix: pipeline projection now correctly calculates YTD + outstanding stages (Active + Invoiced), rather than a raw pipeline sum that could show less than already-earned income

v1.1.0

  • New: choose how the Projected year-end figure is calculated — monthly average extrapolation (default) or pipeline total
  • Pipeline total mode lets you include or exclude Leads and Proposals; Active, Invoiced, and Paid are always counted
  • Projected year-end now updates live when pipeline cards are added, edited, deleted, or dragged between columns

v1.0.1

  • Income chart now starts from the correct month based on your financial year end date
  • Claude and ChatGPT integrations temporarily removed pending further testing

v1.0

  • Initial release

About

A dashboard for freelancers that lives entirely on your computer. Track your leads, income, time, and to-do list — without subscriptions, accounts, or sending your data anywhere.

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