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Financial Dashboard Overview

BeginnerPayments 198 views

Accessing the Financial Dashboard

The Financial Dashboard provides a comprehensive view of all payment activity for your organization. To access it:

  1. Log in to your organization admin account
  2. Open the Financial Dashboard from your organization admin navigation in the top navbar

Accessing this page requires the Manage Finances permission. If your organization hasn't finished setting up Stripe Connect yet, you'll be redirected to the Stripe setup page first.

Dashboard Overview

The Financial Dashboard displays four summary cards at a glance:

  • Revenue Collected - Money you have actually received, with the registration count. If any payment plans are part-way through, the amount still to come is shown underneath — it is not counted as revenue until it arrives
  • Net Revenue - What remains after all fees are deducted
  • Stripe Fees - Stripe's processing fees (2.9% + 30¢ per transaction)
  • Platform Fees - KoachSynk's platform fee ($0.75 + 0.5% per registration)

Waived registrations (e.g., coach children, scholarships, volunteers) are shown separately and are not counted in the revenue totals above.

Subscription Credits from Registrations

When players register and pay through KoachSynk, a small platform fee ($0.75 + 0.5% of the registration amount) is collected. Your organization earns this back as a subscription credit that's automatically applied to your next monthly subscription invoice.

  • Credits accumulate automatically with every paid registration
  • Applied to your next subscription invoice with no action required
  • Excess credit rolls over month to month (no cap, no expiration, no annual reset)
  • Refunding a registration clawbacks the credit proportionally

View your current balance and credit history on the Billing page.

Filtering and Searching

Use the controls on the dashboard to narrow what you see:

  • Select a Year to view that year's activity
  • Select a Season (or choose All Seasons) within the selected year
  • Use the search box to find a registration by player name or payer email — search looks across all years, ignoring the year and season filters

Revenue by Division

The dashboard breaks revenue down by division, showing the division price, registration count, total revenue, and net revenue for each. Click a division row to expand it and see the individual registrations within it.

Transaction List

The Recent Transactions table lists individual registrations with:

  • Payment date
  • Player name and payer email
  • Division and season
  • Amount
  • Status — Paid (paid online by card), Paid (cash) / (check) / (other) for money you took in person, Partial for a payment plan part-way through, Free / Scholarship for a waived place, or Unpaid
  • Waived and unpaid registrations are listed here so you can find them, but neither counts toward revenue

For each transaction you can open its details in your Stripe Dashboard or process a Refund. Buttons are also available to view all refunds and to open the full Stripe Dashboard in a new tab.

Related Articles

Adding Funds

The Add Funds button moves money from your bank account into your Stripe balance so you can cover a refund when your balance is low. See Adding Funds to Cover a Refund.

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