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Finance Workflow

Finance Workflow
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Finance Workflow Audio


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1. Introduction​

The Finance role provides deep visibility into the platform's economics.

2. Step 1: Access Billing Dashboard​

  1. Click Billing in the navigation bar.
  2. You will see several tabs including Subscription Tiers, Credit Settings, Project Costs, User Revenue, Partner Revenue, etc.

3. Step 2: Analyze Revenue​

  1. Click the Partner Revenue tab (labeled Project Revenue in some views).
    • True Revenue: This metric excludes free credits. It shows actual money earned from credit purchases consumed by deployments.
    • Filter: Filter by date or specific project IDs.
  2. Click User Revenue.
    • See which users are your top spenders.
    • Drill down into specific user activities.

4. Step 3: Credit Management​

  1. Click Credit Settings to adjust global rates (Price Per Credit, Sign-up Bonus).
  2. Click Credit Management (User Management) to adjust individual user balances.

5. Step 4: Invoices​

  1. Click Project Invoices.
  2. Generate and view monthly invoices for compliance and reporting.