Mastering the Financial Dashboard: Revenue Tracking and Payouts

Introduction

The financial dashboard is your command center for all revenue-related activities. Understanding how to use it effectively helps you track performance and manage payouts seamlessly.

Accessing the Financial Dashboard

Navigate to your organizer dashboard and click "Financials" in the main menu. You'll see an overview of all financial metrics across your events and organizations.

Understanding Revenue Metrics

The dashboard displays key metrics:

• Total Revenue: Sum of all ticket sales
• Net Revenue: Revenue after fees and refunds
• Total Fees: Platform and processing fees
• Refunded Amount: Total refunds issued
• Available Balance: Amount ready for payout
• Pending Balance: Funds in processing

Filtering by Period

Use the period selector to view financial data for different time ranges: last 7 days, 30 days, or 90 days. This helps you track trends and seasonal patterns.

Organization Selection

If you manage multiple organizations, use the organization filter to view finances for specific organizations or aggregate across all organizations.

Revenue Charts

Visualize your revenue trends with interactive charts. The "Revenue Over Time" chart shows daily revenue patterns, while "Top Events by Revenue" highlights your best-performing events.

Requesting Payouts

To request a payout:

1. Click "Request Payout" button
2. Enter the amount you want to withdraw
3. Verify the amount doesn't exceed your available balance
4. Submit the request

The system validates that your requested amount doesn't exceed available funds. Payouts are processed according to your organization's payout schedule.

Viewing Payout History

Track all payout requests and their statuses in the "Recent Payouts" section. Monitor pending, completed, and failed payouts to stay informed about your financial transactions.

Exporting Financial Reports

Export comprehensive financial reports as CSV for accounting purposes. Reports include detailed transaction data, fees breakdown, and revenue summaries.

Understanding Fees

The dashboard clearly shows platform fees and processing fees separately. Review fee structures in your organization settings to understand cost implications.

Best Practices

• Review financial data regularly to track performance
• Request payouts strategically based on your cash flow needs
• Export reports monthly for accounting reconciliation
• Monitor refund rates to identify potential issues
• Compare revenue across different events to identify successful patterns

Conclusion

The financial dashboard provides comprehensive insights into your event revenue. Regular monitoring helps you make informed decisions and optimize your event business profitability.