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Tutorial: Finance Dashboard

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. When subscriptions are enabled you will see these tabs: Subscription Tiers, Credit Settings, Credit Management, Agent Revenue, and Project Invoices.

3. Step 2: Analyze Agent Revenue​

  1. Click the Agent Revenue tab.
    • See revenue generated by agents who referred paying users.
    • Filter by date range as needed.

4. Step 3: Credit Management​

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

5. Step 4: Invoices​

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