The Finance page is your central accounting overview for your agency. At the top you'll find KPIs for the selected year (total revenue, client fees, fixed income, costs and profit). Below that a monthly graph and a table with all months.
The page has four tabs:
- Overview — annual totals, monthly graph and monthly overrides
- Clients — profit per client with monthly fee and client costs
- Team members — flat fees + commissions + deductions per assignment (admins only)
- Other — fixed items and one-off income/expenses
Use the year switcher at the top to switch between years.