Reading the money
The finance screens answer three questions: what came in, what went out, and what each lead and each deal actually cost. Every figure is computed from your own records — deals, campaigns, the expense ledger — and a number that has not been recorded yet shows as a dash, never as a zero.
The four tiles
The finance page opens on four numbers: net commission from approved deals, total operating expenses, the net position between the two, and commission still owed to agents. That last tile is the one owners forget and agents never do — it is computed from what each deal has actually paid out, so it is always current.
Where the money went
Every expense lands in one of seven categories — ads, commission, salaries, expenses, transportation, referrals, other — with an editable ledger underneath: who was paid, for what, and whether it is settled or still pending. The same entries read as a bill list with paid and outstanding totals, filterable and exportable, so month-end is a review rather than a reconstruction.
What the ads returned
The ads view shows spend, leads and cost per lead for the last thirty days, then month by month. What you typed into the ledger and what campaigns actually committed are combined into one figure without double-counting — and reservations that were refunded because a campaign never ran are excluded, so the spend shown is spend that happened.
The return line is computed only once ad spend has been logged. Until then it shows a dash and says what to do — it does not print a placeholder percentage. The month report ties it together: spend into leads into deals, and what each step cost.
Agent cash
Every approved deal that still owes commission is listed with the amount outstanding against the total. Record a payment and the balance updates; when a deal is fully settled it moves to closed on its own. Each deal’s commission also breaks down line by line — referral, cashback, expenses, the agents’ share, what the company keeps — so nobody argues from memory.
A deal only becomes money after two separate approvals: one role verifies the documents, a different role gives final approval. Until both have happened, it appears as pending — visible, but never counted.
Exports and the written report
Four one-click reports cover the usual asks — sales and commission by month, lead sources, expenses by category, commission settlement — and any report downloads as a spreadsheet or a print-ready PDF. One button also produces a written company report: a summary, the key figures, and recommended decisions with an owner for each, grounded in your live numbers and saved so you can reopen it.