Building your 2025 Finance Dashboard
Learn how to set up Dashboard Gadgets that give you a clear and actionable view of your platform’s financial data. We’ll guide you step-by-step so you can hit the ground running!
00:00 - Introduction
02:11 - Overview of the Dashboard
06:49 - Total Payments & Refunds (£) this year
08:15 - Number of Invoices Raised this year
09:41 - Payment Method Usage this year
11:51 - Total balance Overdue (£)
13:45 - Number of overdue Invoices
15:03 - Overdue Invoices per customer
17:06 - Refund amount (£) in the last 14 days
18:44 - Number of refunds processed in the last 14 days
20:08 - Refunds in the last 14 days
21:45 - Expected Course profit this year per Course Template
24:25 - Upcoming Courses and their expected profit