Financial Dashboard Overview

Last updated on Jul 22, 2026

The Finance section in your dashboard gives you a complete picture of your revenue, payouts, and costs. Click your profile icon in the top-right corner and select Finance & Billing to get started.

You'll find five tabs along the top:

  • Overview — Financial summary and revenue trends

  • Payouts — Pending and completed payout transfers

  • Transactions — Full ledger of every financial event

  • Receipts — Your platform billing receipts

  • Billing — Subscription and payment method management

Summary Cards

The Overview page shows six key metrics:

  • Total Revenue — All-time, this month, and last month booking revenue

  • Pending Payouts — Amount awaiting transfer to your Stripe account

  • Completed Payouts — Total transferred this month

  • Platform Fees — All-time total of platform fees charged

  • Network Earnings — Commission earned from network bookings (5% per booking)

  • OTA Savings — Estimated savings compared to a typical 15% OTA commission

If you're new and haven't received any bookings yet, you'll see a simplified view with a message explaining what each metric will track once activity begins.

Revenue Trends Chart

Below the summary cards, the Revenue Trends chart visualises your booking revenue over time. Use the period selector to switch between:

  • Week — Daily breakdown for the current week

  • Month — Daily breakdown for the current month

  • Year — Monthly breakdown for the current year

Permissions

Access to financial data requires the FINANCIALS_VIEW permission. By default, workspace Owners and Admins have this permission. If you can't see the Finance section, ask your workspace Owner to check your role.


To understand every transaction in detail, head to the Transactions tab where you can browse, filter, and inspect individual ledger entries.

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