Dashboard
Finance at a glance
Collected today
…
Revenue this month
…
Expenses this month
…
Payment method breakdown
| Method | Amount | Transactions |
|---|---|---|
| … | ||
Collection by cashier
| Recorded by | Amount | Transactions |
|---|---|---|
| … | ||
By school
| School | Revenue this month | Expenses this month | Net position | Unpaid balances |
|---|---|---|---|---|
| … | ||||
Import data into Fin-Xpert Dashboard
See and talk to your users and leads immediately by importing your data into the Fin-Xpert Dashboard platform.
-
Import users from:
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Capsule
Users -
Mailchimp
Users -
Webdev
Users - Or you can sync data to Fin-Xpert Dashboard to ensure your data is always up-to-date.
Monthly expenses
35%
25.3%
New
Overdue
Users
Status:
Signed up:
|
|
Full name | Status | Type | Signed up | User ID | |
|---|---|---|---|---|---|---|
|
|
Amanda Harvey |
Successful | Unassigned | amanda@site.com | 1 year ago | 67989 |
|
|
A
Anne Richard |
Successful | Subscription | anne@site.com | 6 months ago | 67326 |
|
|
David Harrison |
Overdue | Non-subscription | david@site.com | 6 months ago | 55821 |
|
|
Finch Hoot |
Pending | Subscription | finch@site.com | 1 year ago | 85214 |
|
|
B
Bob Dean |
Successful | Subscription | bob@site.com | 6 months ago | 75470 |
|
|
Ella Lauda |
Pending | Subscription | Ella@site.com | 1 year ago | 37534 |
|
|
Sam Kart |
Successful | Non-subscription | sam@site.com | 1 year ago | 57300 |
|
|
Costa Quinn |
Overdue | Unassigned | costa@site.com | 1 year ago | 71288 |
|
|
R
Rachel Doe |
Pending | Unassigned | rachel@site.com | 6 months ago | 95211 |
|
|
B
Brian Halligan |
Pending | Subscription | brian@site.com | 1 year ago | 58643 |
|
|
Linda Bates |
Pending | Subscription | linda@site.com | 1 year ago | 44414 |
|
|
C
Chris Mathew |
Successful | Non-subscription | chris@site.com | 1 year ago | 12569 |
|
|
L
Lewis Clarke |
Overdue | Non-subscription | lewis@site.com | 1 year ago | 54621 |
|
|
Clarice Boone |
Successful | Non-subscription | clarice@site.com | 6 months ago | 23485 |
|
|
M
Mark Colbert |
Successful | Subscription | mark@site.com | 6 months ago | 78463 |
|
|
J
Johnny Appleseed |
Pending | Subscription | johnny@site.com | 1 year ago | 23564 |
|
|
P
Phileas Fogg |
Pending | Subscription | phileas@site.com | 6 months ago | 39199 |
Transactions
New
Pending
Failed
Reports overview
$7,431.14 USD
0%
100%
| Gross value | $3,500.71 | +12.1% |
|---|---|---|
| Net volume from sales | $2,980.45 | +6.9% |
| New volume from sales | $950.00 | -1.5% |
| Other | 32 | 1.9% |
Import contacts