Financial Management¶
View and manage subscription revenue, payments, and financial reports.
Financial Dashboard¶
Access: /admin/financial
Overview Metrics: - Monthly recurring revenue (MRR) - Annual recurring revenue (ARR) - Total revenue (all-time) - New subscriptions (this month) - Churned subscriptions - Revenue growth rate
Revenue Reports¶
Subscription Revenue¶
Breakdown by Plan: - Free users (count) - Student Premium: Revenue, count - Teacher Premium: Revenue, count - School plans: Revenue, count - Total MRR per plan
Revenue Trends: - Daily revenue chart - Monthly comparison - Year-over-year growth - Forecast projections
Payment Transactions¶
Transaction List: - Date and time - User - Amount - Payment method (Stripe/PayPal/M-Pesa) - Status (Success/Failed/Refunded) - Invoice number
Filters: - Date range - Payment provider - Status - Amount range - Plan type
Subscription Management¶
Active Subscriptions¶
View All Subscriptions: - User name - Plan - Start date - Next billing date - Amount - Status - Auto-renew status
Subscription Actions: - Manually cancel subscription - Issue refund - Extend trial - Apply discount - Change plan
Failed Payments¶
Dunning Management: - Failed payment list - Retry attempts - User notifications sent - Recovery rate
Actions: - Manual retry - Update payment method - Contact user - Cancel subscription
Refunds & Chargebacks¶
Refund Management¶
Refund Requests: - User requests - Reason - Amount - Subscription details
Processing Refunds: 1. Review request 2. Check eligibility 3. Process refund 4. Update subscription 5. Notify user
Refund Policy: - 30-day money-back guarantee - Partial refunds for annual plans - Processing time: 5-10 business days
Chargebacks¶
Chargeback Alerts: - Disputed transactions - Chargeback reason - Evidence needed - Deadline
Responding: 1. Gather evidence 2. Submit to payment processor 3. Track outcome 4. Take action on user account
Financial Reports¶
Standard Reports¶
Monthly Summary: - Total revenue - New subscriptions - Cancellations - Refunds - Net revenue - Growth metrics
Annual Report: - Yearly financial summary - Revenue by quarter - Subscription trends - Churn analysis - Forecasts
Custom Reports¶
Create Reports: 1. Select metrics 2. Choose date range 3. Apply filters 4. Generate report 5. Export (PDF, Excel, CSV)
Scheduled Reports: - Daily revenue email - Weekly summary - Monthly business report - Custom schedules
Payment Providers¶
Provider Statistics¶
Stripe: - Transaction volume - Success rate - Average fee - Popular payment methods
PayPal: - Transaction count - Success rate - Fee analysis
M-Pesa: - Kenya transactions - Success rate - Settlement time
Provider Settings¶
- API credentials
- Webhook configuration
- Fee structure
- Currency settings
- Payout schedules
Tax & Compliance¶
Tax Management: - VAT/GST calculation - Tax rate configuration - Tax reports - Compliance documentation
Financial Compliance: - PCI-DSS compliance - Revenue recognition - Audit logs - Financial records retention
Coupon & Promotion Tracking¶
Coupon Usage: - Active coupons - Redemption count - Revenue impact - Most popular coupons
Promotion ROI: - Discount revenue - New customer acquisition - Lifetime value impact