Revenue overview

Steps

1. Open Reports and review the revenue summary cards for your selected range.
2. Read gross revenue first, then net revenue. Gross is before discounts/refunds; net reflects what remained after those adjustments.
3. Check discounted bookings and refund related movement so campaign wins are not mistaken for margin wins.
4. Use Revenue trend to identify weekly or monthly patterns and validate whether changes are structural or one time spikes.
5. Use the collection health sections to compare billed, collected, outstanding, refunded, unpaid service report revenue, and deposit collection performance.
6. Compare payment status in bookings when revenue looks delayed, because provider settlement timing and report recognition can differ.
7. If using multiple providers or environments, compare reports with provider dashboards during reconciliation to explain gaps between net revenue and payout.
8. Outcome check: you can explain where revenue came from, what reduced it, and what actually moved toward payout.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

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