# See your money and how the business is doing

> Finance shows what you collected, what's owed and late, every payment and profit by job. Metrics covers quotes, visits, your team's hours and clients.

Two pages in the sidebar hold your numbers:

- **Finance**: money in, money owed and profit.
- **Metrics**: quotes and lead sources, visits and requests, your team's hours, and clients.

Both use the **Date range** button at the top right: **This month** (the default), **Last month**, **Last 30 days**, **Last 90 days**, **This quarter**, **This year**, **Last year** or **Custom**. The range is part of the page's address, so you can bookmark a view or send it to someone on your team.

## Finance

### Overview

The top of **Overview** shows one figure for the range, with a line of how it built up day by day (or week by week, or month by month, for longer ranges). The dashed line is the **Previous period**: the same number of days just before, so you can see whether you're ahead. Pick the figure from the menu above the number:

- **Collected**: payments received, less refunds. Tips aren't included.
- **Net after fees**: collected, less card and bank processing fees. Roughly what reaches your bank.
- **Invoiced**: invoices issued, not counting drafts or voided invoices. [Written-off invoices](https://crewtavo.com/docs/billing/write-off-an-invoice/) still count.

Under the line:

- **Owed to you**: what's on open invoices today.
- **Past due**: the part of that past its due date.
- **On the way to your bank** (or **Last deposit**): Stripe deposits, if you take payments with Stripe. **View** opens the deposits page.

Beside it is the year's revenue goal. An admin sets it with **Set a revenue goal**, along with an optional target job margin. The card shows how far along you are, where an even pace would put you today, and what you're on track for.

**Performance** has a card for each figure, each with a link to the details:

| Card | What it shows |
| --- | --- |
| **Payments** | What came in, split by card, bank transfer, cash, check and other. Refunds are listed on their own. |
| **Collected** and **Net volume** | Each period's total, with the change from the period before. |
| **Unpaid invoices** | What's owed today, split by how late it is. |
| **Invoiced** | Invoices issued in the range. |
| **Past due** | The oldest late invoices and how many days late each is. |
| **Top clients by spend** | Who paid you the most in the range. |
| **Time to get paid** | The average days from an invoice being issued to being paid, and how much was paid within a week, a month and longer. |
| **Quotes won** | The value of quotes sent in the range that were approved. |

Hold the pointer over the small **i** next to a card's name to see what it counts. At the bottom, **Recent payments** lists the latest payments.

### Payments

**Payments** lists every payment and refund in the range, newest first, with its method, the invoice it paid, the client and the time. Click a row to open the invoice. The buttons above the list filter it to **Card**, **Bank transfer**, **Cash**, **Check**, **Other** or **Refunds**, and **Download** saves what's shown as a spreadsheet.

Above the list are the range's totals: **Collected**, **Refunded**, **Processing fees**, **Net after fees**, **Tips** and **Sales tax billed**. Below it, **Client balances** lists who owes you, with their oldest due date.

If you [wrote off](https://crewtavo.com/docs/billing/write-off-an-invoice/) any invoices in the range, the totals also show **Written off**: what's still unpaid on them, counted by the day you wrote them off, not the day they were issued. That's the bad debt you took for the period, the figure your accountant will ask for. The number of invoices under it opens the **Written off** tab on the **Invoices** page, which lists every written-off invoice, not just the ones in this range.

### Profit

**Profit** shows jobs completed in the range and what they brought in. **Job profitability** sets each job's labor, sub and crew pay, expenses and materials against its contract total, lowest margin first, and flags jobs under your target margin.

**Sub and crew pay** is what you pay [subcontractors](https://crewtavo.com/docs/team/subcontractors/) on the job, and your team's [piece pay](https://crewtavo.com/docs/team/timesheets-and-pay/#piece-pay), once it's agreed, done or paid. A job's own page shows the same costs under **Job costing**. Once a job has labor of its own (time at a pay rate, or sub and crew pay), its line items count their materials only, so the labor estimated in your prices isn't counted twice.

:::note
**Job profitability** shows only for roles with **Job costs and profit** turned on.
:::

### Services

**Services** shows what each item on your [price list](https://crewtavo.com/docs/sales/price-list/) brought in, from invoices issued in the range, paid or not. Across the top are **Service revenue**, **Items billed** and **Service profit**. **Top services** has a card for each of your best sellers, with a line over time. **Revenue and profit by service** lists every service with its **Category**, **Times billed**, **Revenue**, **Costs**, **Profit** and **Margin**. Lines not from the price list count as **Other**, and deposits and progress payments count once the final invoice lists the work.

A service's costs are its price list cost plus its share of the job's labor and expenses. Roles without **Job costs and profit** see **Revenue by service**, without costs or profit.

## Metrics

- **Sales**: quotes sent, won and lost, conversion, days to approval, why quotes were lost, and results by salesperson and by lead source.
- **Work**: visits completed and requests received.
- **Team**: **Paid hours**, time on visits, hours awaiting approval and labor cost, by person. Breaks your business doesn't pay for are left out, as set in [Choose how breaks are paid](https://crewtavo.com/docs/team/timesheets-and-pay/#choose-how-breaks-are-paid).
- **Clients**: new clients, how they found you, and clients with no work in over a year, with a button to start a win-back campaign.

Every table sorts by any column, and **Download** saves it as a spreadsheet.

## Who can see them

Owners, admins and office staff see both pages. To change that for a role, open **Settings → Roles**: **Metrics** needs **Finance and metrics** turned on, and **Finance** needs **Invoices and payments** as well. Estimators and crews don't see either.

:::tip
Old links to the Reports page still work: they open the matching Finance or Metrics tab.
:::

Source: https://crewtavo.com/docs/billing/finance-and-metrics/ (last updated 2026-11-04)