Finance

How do I view annual revenue?

Open Finance and use the year selector at the top (to the left of the tab bar). Choose the year — the graph, monthly table and KPIs will show all data for that year.

Want to compare two years? Open them in two browser tabs side by side, or export both years to CSV and compare there.

What do I see on the Finance page?

The Finance page is your central accounting overview for your agency. At the top you'll find KPIs for the selected year …

How is my monthly revenue calculated automatically?

For each month, Senly adds up: 1. Client fees — the monthly rate of every client that was active that month. 2. Fixed o…

How do I set a manual revenue override for a specific month?

Open Finance → Overview, scroll to the month table and click the pencil icon next to the desired month. Enter the correc…

Why does a month have a distinctive marker in the graph?

The distinctive bar or small marker icon means that you've set a manual override for that month. The amount in the graph…

How do I remove a monthly override?

Open Finance → Overview, find the month with the override (recognizable by its marker) and click the pencil icon. Then c…

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