Financial Dashboard Guide

Track revenue, payments, and financial metrics

Overview

The Financial Dashboard provides comprehensive oversight of platform revenue, payment processing, and financial health. Monitor subscription revenue, transaction fees, payment success rates, and financial trends. Integrated with Stripe for real-time payment data and reconciliation.

Typical Workflow

1

Review Revenue Metrics

Start by reviewing the key revenue cards: total revenue, monthly recurring revenue (MRR), transaction volume, and payment success rate.

2

Analyze Revenue Trends

Use the revenue chart to identify growth trends, seasonal patterns, and anomalies. Filter by date range for detailed analysis.

3

Monitor Payment Processing

Review payment success rates and identify failed transactions. High failure rates may indicate payment gateway issues or card problems.

4

Export Financial Reports

Generate CSV exports for accounting, investor reports, or tax purposes. Exports include all transaction details and can be filtered by date range.

Troubleshooting

Revenue numbers don't match Stripe

Ensure webhook events are being processed correctly. Check for any failed webhook deliveries in Stripe dashboard.

Payment failures increasing

Review declined payment reasons. Common causes: expired cards, insufficient funds, or fraud detection triggers.

Export timing out

Large date ranges may timeout. Try exporting smaller date ranges or contact support for bulk export assistance.

Related Guides