Dashboard
Finance Panel
Monitor revenue, invoices, and financial metrics in GridWork HQ.
Finance Panel
The Finance Panel tracks revenue, invoices, and financial metrics for your agency. It combines data from Stripe (if configured) with manual entries stored in the local SQLite database.
Features
- Revenue overview — monthly and yearly revenue with trend charts (powered by recharts)
- Invoice list — recent invoices from Stripe with status and amounts
- Manual entries — add revenue entries directly in the dashboard (stored in SQLite via Drizzle ORM)
- Client revenue breakdown — revenue attributed to individual clients
Data Sources
| Source | What It Provides |
|---|---|
| Stripe | Invoices, payment status, customer data |
| SQLite | Manual revenue entries, custom tracking |
Without Stripe
The Finance Panel works without Stripe — you can track revenue entirely through manual entries. When Stripe is configured, invoice data appears automatically alongside manual entries.
Adding Manual Revenue
Use the dashboard interface to add revenue entries with:
- Amount
- Client name
- Description
- Date
- Category
These are stored locally in the SQLite database and are included in all revenue calculations and charts.