Use Financial Overview
Financial Overview is the main place to analyze revenue in more detail than the Dashboard provides. It helps finance, growth, and operations teams understand gross vs net performance, payment-method mix, risk trends, and campaign-attributed revenue.
Use this guide when reviewing launch results, explaining fees and payout delay to stakeholders, investigating refunds or chargebacks, or comparing campaign performance with actual revenue.
What Financial Overview helps you answer
| Question type | Examples |
|---|---|
| Revenue performance | How much did we generate in this period? |
| Product and partner mix | Which products, affiliates, or agents drove results? |
| Payment methods | How much came from PIX versus card? |
| Risk and leakage | How are refunds, chargebacks, trials, and payment errors affecting results? |
| Attribution | Which campaigns or UTMs are connected to revenue? |
| Net vs gross | How much remains after commissions and gateway fees? |
Financial Overview areas
| Area | Use it when |
|---|---|
| Date range | You need a specific launch window, payout period, or campaign week. |
| Product filters | You are reviewing one product or comparing a subset of the catalog. |
| Affiliate and agent filters | You need partner or support-agent attribution context. |
| UTM filters | You are connecting revenue to campaign links. |
| Payment method tabs | You need PIX vs card behavior or method-specific trends. |
| Refund and chargeback tabs | Performance looks weaker and you need the reason. |
| Trial and error tabs | Subscription entry or checkout failures need investigation. |
Analyze performance in Financial Overview
- Confirm the correct business workspace is selected.
[Screenshot: App header — correct business workspace selected.]
- Open Financial Overview.
[Screenshot: Financial Overview page — date range and filters visible.]
- Set the date range that matches the question you are answering.
[Screenshot: Date range picker — launch or analysis period selected.]
- Filter by product, affiliate, agent, or UTM when needed.
[Screenshot: Filters applied — product, affiliate, or UTM narrowed.]
- Review gross revenue, net revenue, and fee-related deductions.
[Screenshot: Revenue summary — gross, net, and fee breakdown visible.]
- Open the card, PIX, refund, chargeback, trial, or error tabs relevant to the issue.
[Screenshot: Payment or risk tab — card, PIX, refund, or chargeback detail opened.]
- Compare results with Campaigns only when date range and attribution assumptions match.
[Screenshot: Campaigns and Financial Overview — same date range for comparison.]
- Open Sales to inspect individual transactions behind a trend.
[Screenshot: Sale detail — transaction behind a revenue trend.]
- Use Finance when the question becomes withdrawal readiness rather than revenue analysis.
[Screenshot: Finance balance — withdrawable funds vs revenue analysis context.]
When to use Financial Overview vs other reports
| Need | Best report |
|---|---|
| Quick daily pulse | Dashboard |
| Revenue, fees, refunds, chargebacks, payment mix | Financial Overview |
| UTM grouping and campaign trend lines | Campaigns |
| One purchase or buyer issue | Sales |
| Available or pending balance | Finance |
See choose the right report for each question for a broader comparison.
What to verify before judging a campaign
| Check | Why it matters |
|---|---|
| Same date range as Campaigns | Mismatched periods create false underperformance. |
| Refund and chargeback impact | A campaign can generate sales but still be unprofitable. |
| Payment method mix | PIX pending timing can make short windows look weak. See settlement timelines. |
| Affiliate commission effect | Custom commission changes net outcomes. |
| Error tab spikes | May indicate checkout or payment method problems rather than traffic quality. |
Best practices
- Compare gross and net results before making budget decisions.
- Review refunds and chargebacks before declaring a campaign healthy or unhealthy.
- Use the same filters when comparing Financial Overview with reconcile Dashboard and Finance.
- Investigate error and trial tabs early during subscription launches.
- Drill into Sales for transaction-level evidence before escalating.
Common mistakes
- Using Financial Overview and Campaigns with different date ranges.
- Ignoring net revenue when affiliates are active.
- Assuming revenue in Financial Overview equals withdrawable balance.
- Treating trial activity as fully realized revenue.
- Explaining a balance gap without checking withdrawals and pending funds.
FAQ
When should I use Financial Overview instead of Campaigns?
Use Financial Overview when you need revenue, payment method, refund, or chargeback context. Use Campaigns when you need UTM grouping and campaign trend analysis.
Why does net revenue differ from gross revenue?
Net revenue reflects deductions such as affiliate commissions and gateway fees. Review the breakdown shown in the report rather than assuming all gross revenue is retained.
Why does Financial Overview not match Finance balance?
Revenue analysis and withdrawable balance follow different rules. Use fees and payout delay and reconcile Dashboard and Finance.
Where should I go for one failed payment?
Use Sales and the relevant troubleshooting guide: PIX failures, card declines, or refund issues.