Finance
The Finance tab (dashboard_finance permission) gives the profitability picture: revenue sold and collected, spend, commissions, net profit, client value. Amounts are displayed in your account currency. The Updated … badge lets you rerun the computation.
Main KPIs
Seven cards:
| KPI | What it measures | Clickable |
|---|---|---|
Net profit (main card) | Collected revenue minus ad spend minus commissions; progress bar when a Monthly profit goal is set | no |
Revenue collected | Cash actually received; the subtitle repeats the sold amount; progress bar when a Monthly revenue goal is set | yes |
Ad spend | Total ad spend of the period | no |
Commissions | Commissions paid, with the rates GP x% + Sales y% | no |
Margin | Profit ÷ collected revenue | no |
ROI | Collected revenue ÷ ad spend; progress bar when a Minimum ROAS goal is set | no |
Average ticket | Collected revenue ÷ number of sales | no |
When comparison is enabled, the subtitle shows the change versus the previous period. Cards are customised like the other tabs (Customize button).
P&L
The P&L table summarises the period in six rows:
| Row | Description |
|---|---|
Revenue sold | Amount of signed sales |
Revenue collected (x%) | Amount received, with the collection rate |
GP Commission (x%) | Growth partner (agency) commission, negative |
Sales Commission (x%) | Sales reps commission, negative |
Ad spend | Ad spend, negative |
Net profit | What remains |
Sold and collected
The gap between the two corresponds to pending or instalment payments. The collection rate shows which share of sales was actually received.
Spend vs Revenue
A cumulative area chart (Cumulative spend and Cumulative revenue) day by day. It only appears when the period has at least two days.
TIP
If the spend curve rises above the revenue curve, you are at a loss over that portion of the period. Spot the date and check which campaigns were active.
Monthly P&L
A Monthly P&L bar chart compares Spend and Revenue month by month, two bars side by side.
Revenue by campaign
A table splitting the period by campaign:
| Column | Description |
|---|---|
Campaign | Campaign name, clickable to that campaign in Ads |
Spend | Amount invested |
Revenue | Attributed revenue |
Profit | Revenue minus spend (red when negative) |
ROAS | Revenue ÷ spend; green from 2x, orange from 1x |
The table is sortable and exportable as CSV.
Revenue by product
A bar chart of revenue per product. It only appears when sales carry a product.
Unit Economics
A collapsible section, computed on demand with the Compute button:
| Card | What it measures | Reading |
|---|---|---|
CAC | Acquisition cost per client, with the number of clients acquired | as low as possible |
LTV | Customer lifetime value | as high as possible |
LTV:CAC | How many times the client's value exceeds their cost | healthy from 3x, fair from 1x, critical below |
Payback | Number of months to recover the acquisition cost | green up to 6 months |
Commissions
The net profit calculation accounts for commissions. The system supports three model types at account level: flat rate, per product, or tiered by volume. The effective rates of the period appear in the Commissions card and in the P&L rows.
Detail window
Clicking Revenue collected opens the list of sales signed in the period (Date, Name, Email, Amount, Product, Campaign). The header repeats the cash collected, and the subtitle restates the collection rate: the sum of the rows (signed sales) can differ from the collected amount. CSV export, click a row to open the event record.
Recommendations
This tab shows no recommendations panel. DURUM recommendations live in the My Dashboard tab, with the Recommendations and Weekly Insight widgets of the Diagnostics category. The engine is described in Insight DURUM.