Skip to main content

Walk through Financial Overview tabs

This guide walks through every major Financial Overview tab for sellers and finance users. Read Financial Overview and reports vs dashboard first.

Use the same date range when comparing to Sales or Finance.

Part 1 — Open and scope​

  1. Confirm you are in the correct business workspace.

[Screenshot: App header — correct business workspace selected.]

  1. Open Financial Overview from Growth tools.

[Screenshot: Financial Overview — main page with tabs visible.]

  1. Set date range to your reporting period (week, month, campaign).

[Screenshot: Date range — start and end dates applied.]

  1. Note currency and gross vs net labeling on summary cards.

[Screenshot: Summary cards — gross revenue and net revenue labels.]

  1. Export or screenshot baseline if presenting to stakeholders.

[Screenshot: Baseline capture — summary screenshot for period.]

Part 2 — Revenue and payment tabs​

  1. Open revenue or main sales tab — review gross and net totals.

[Screenshot: Revenue tab — gross and net totals for period.]

  1. Split by payment method (PIX vs card) if tab available.

[Screenshot: Payment method breakdown — PIX and card revenue split.]

  1. Review refunds tab or section for refund rate.

[Screenshot: Refunds tab — refunded amount and count.]

  1. Review chargebacks or disputes tab if present.

[Screenshot: Chargebacks tab — dispute count and impact.]

  1. Compare net revenue to fees and payout delay expectations.

[Screenshot: Fees context — net below gross explained by fees.]

Part 3 — Reconcile with operations​

  1. Open Sales with identical date range — compare approved sale count.

[Screenshot: Sales — approved count aligned with Financial Overview.]

  1. Open Finance — compare pending vs available to settlement rules.

[Screenshot: Finance balance — pending funds vs overview revenue.]

  1. Run reconcile Dashboard and Finance if totals mismatch.

[Screenshot: Reconciliation notes — variance documented.]

  1. Filter by product or campaign if investigating one launch.

[Screenshot: Product filter — single product revenue in overview.]

  1. Share tab screenshots with finance and marketing separately.

[Screenshot: Stakeholder pack — revenue and refund tabs exported.]

  1. Bookmark monthly review cadence for ongoing operations.

[Screenshot: Calendar — monthly Financial Overview review scheduled.]

Tab purpose cheat sheet​

Tab / areaAnswers
RevenueHow much did we sell?
RefundsHow much came back?
ChargebacksDispute exposure
Payment methodsPIX vs card mix
Net vs grossAfter fees