Financials Tab Explained

Let's discuss what you'll see on the Financials tab and what each reporting dashboard means!

Julia avatar
Written by Julia
Updated over a week ago

The Financials section of your dashboard gives you insight into how your spend is being utilized. It's important to note that this is not our invoicing feature (let us know if you would like to add that feature πŸ˜‰). Learn how to interact with your data HERE!

Finished

Finished gives you a detailed view of all completed gigs. You can view location details, talent, duration, spend & expense receipts. As seen below:

Client Financials (only applicable if you are managing clients)

Client Financials will show you consolidated information of finished gigs. You can view location details, talent, talent rate, duration, spend & expense receipts. As seen below:

Talent Financials (only applicable if you are managing talent)

Talent Financials will show you talent pay rate + expense data aggregated by each team member who has worked a gig! You can use it as a timesheet as you pay your talent. As seen below:

Program Tracker

The Program Tracker report will show you a review of your entered program budgets. You can also compare totals to the activity in the Gigs tab. A Program Capacity feature can be added to your subscription to get the most out of this report. Let us know if you are interested!

Learn how to interact with your data HERE!

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