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 business dashboard and click "Financials" in the main menu. You'll see an overview of all financial metrics across your products and organizations.

Understanding Revenue Metrics

The dashboard displays key metrics:

• Total Revenue: Sum of all orders and bookings
• Net Revenue: Revenue after fees and refunds
• Total Fees: Platform and processing fees
• Refunded Amount: Total refunds issued
• Estimated earnings: Ordafy reporting view — open Payouts for your live balance and bank transfers
• 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 Products by Revenue" highlights your best-performing products.

Managing payouts

Card sales are paid to your payout account. Ordafy shows estimated earnings and refund-window reporting; your live balance, payout schedule, and bank transfers are managed in Payouts.

1. Open Payouts in Business for balance, schedule, and bank transfers
2. Complete payout setup if prompted — required before card checkout on Shop and Pay links
3. Review on-hold amounts during the refund window; your payout schedule controls when funds reach your bank

Viewing payout history

Ordafy shows estimated earnings and historical payout records for reporting. Your live balance, payout schedule, and bank transfers are managed in Business → Payouts.

Marketplace sales and refund windows

For Ordafy Shop (marketplace) sales, card payments are paid to your payout account at checkout. Bank payout timing often follows a weekly schedule for marketplace listings. Funds may stay on hold during the refund window after fulfillment — Ordafy reporting reflects this; your payout schedule controls when money reaches your bank.

Getting Started and Shop visibility

Complete the Getting Started checklist on your Business dashboard (web and mobile) before taking card payments or appearing on Ordafy Shop. Cash and bank-transfer payments can be recorded before payout setup is complete; card checkout, Tap to Pay, and payment links require payout setup. An ACTIVE listing in Business is not the same as visible on Shop — listings may show Not on Shop until payout setup is complete.

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
• Review estimated earnings regularly and check Payouts for your live balance
• Export reports monthly for accounting reconciliation
• Monitor refund rates to identify potential issues
• Compare revenue across different products to identify successful patterns

Conclusion

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