📊 6.3 Financial Tracking & Reports

track your earnings, fees, and payout performance overview the sweatpals financial dashboard consolidates data from events, classes, and memberships into a single view all numbers sync with stripe for accuracy dashboard metrics metric description total revenue gross sales before fees net revenue after sweatpals + stripe fees refunds total amount refunded pending payouts funds being processed by stripe 💡 filter by date range or experience type to analyze specific periods handling pending/failed payments in some instances, payments from your members may not be confirmed right away this can be due to a variety of reasons, such as issues with their payment method or incomplete purchases the status of these payments can be reviewed in the billing https //dashboard sweatpals com/wallet page failed membership renewals will be automatically retried by the system 24 hours after the initial renewal attempt it will attempt to charge members again 3 times after that in intervals of 3, 4 and 7 days respectively if the last attempt fails, the system will no longer retry payments for that particular member status meaning action pending the checkout process was initiated but never completed, leading to an "abandoned" order currently, it's only possible to cancel pending orders failed the customer attempted to complete the checkout process, but ran into an issue with their payment (e g card declined, incorrect payment info) for first time purchases, customers can review the error immediately during checkout and try again in the case of a failed renewal, the payment can be retried via the billing page if needed, hosts can update the payment method associated with that particular member via the members page exporting reports 1 go to dashboard →events or memberships 2 click export csv (download icon) 4 download for use in excel or google sheets \### csv fields explained column description date transaction timestamp transaction id unique stripe identifier amount (gross) total charged to customer fees combined sweatpals + stripe deductions net amount final payout to host waiver status confirms if the attendee signed waiver 🧾 use exports for reconciliation or bookkeeping fee breakdown example formula gross – stripe fee – platform fee – discovery commission = net payout example value ticket price $50 00 stripe fee $1 75 platform fee $3 50 discovery commission $5 00 net payout $39 75 troubleshooting financial reports issue cause fix missing transactions filters applied / sync delay clear filters → refresh after 1 hour payout mismatch pending stripe batch / fee timing compare against stripe dashboard refund not shown recent refund (< 24 h) allow time for sync 💬 if discrepancies persist, contact sweatpals support with the transaction id regarding sales taxes in the us currently, sweatpals does not add or charge sales taxes at checkout community hosts need to keep track of these taxes independently, and also account for them when determining the price of tickets 13% hst tax line item for canadian accounts sweatpals does not currently support adding local taxes (including 13% hst ) as a separate tax line item on ticket transactions for the canadian accounts hosts should include the hst in the ticket price (tax inclusive pricing)