Read the Finances page
See income, costs, commissions, and unsettled money across your roster for any period.
Finances opens for Owner, Manager, and Artist. Coordinators and Viewers who open it return to Overview. Finances is built for a computer screen.
Use the period menu at the top. It starts on the current year. You can pick All time, the current year or one of the two before it, a quarter of this year or last year, one of the last 12 months, or Date range… for your own start and end dates.
The header shows the period, the base currency, the exchange-rate date, and how gross income compares with the previous period. There is no comparison for All time or a custom range.
Finances converts every amount into one base currency. The workspace owner sets it in Settings under Organization Details, in Default Currency: USD, EUR, GBP, CAD, AUD, JPY, or CHF.
If exchange rates cannot be loaded, the page shows FX provider unavailable and counts only entries already in the base currency until rates return. Entries in a currency that cannot be converted are skipped and counted in a note.
Income: a chart by artist and month. Switch between Gross and Net to artist.
Costs: the period's total costs by category, including flights, hotels, transfers, visas, production, crew, misc, booking and management commissions, and other costs from deals. Choose a category to see each entry behind it. The menu has Export CSV and Copy summary.
The Artists table shows each artist's shows, gross, average per show, booking and management commission, and net to artist, with a trend for the last 12 months. When you pick a single artist in the workspace menu, the page lists that artist's entries instead.
Action needed lists deals whose expected date has passed without payment and past accepted shows not marked performed. It shows the first five.
Outstanding lists open receivables by due date and marks overdue ones.
Unscheduled counts TBD shows and deals without a date, which are not in any period until they get a date.
The Ledger lists every show and deal in the period; with one artist selected, the list is titled Activity. Search by title, artist, or counterparty, and filter by type, status, and artist. Deals have a menu for quick status changes and editing. See Track deals.
When the period has pending or held offers, turn on Forecast to add them to the income chart as a separate forecast. Only offers dated from the current month onward are included. Forecast amounts are not added to the totals.
Choose Export, then CSV (per-artist) for a spreadsheet of totals per artist, or JSON (full snapshot) for the full data of the page.
| Record | How it counts |
|---|---|
| Accepted show, contract signed | Counted, not settled |
| Performed show | Counted and settled |
| Pending or held offer | Forecast only, when Forecast is on |
| Declined or cancelled show | Left out; a footnote counts cancelled shows |
| Deal, Pending | Counted, not settled |
| Deal, Signed | Counted, not settled |
| Deal, Received | Counted and settled |
Show commissions come from the show, or from the artist's defaults when the show has none. To hide amounts while you share your screen, turn on Blur sensitive values in Settings under Privacy.