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Financial Dashboard

The Financial Dashboard is a one-stop shop for all money matters. You can access your Financial Dashboard page by clicking your profile picture from the main menu bar, and choosing Financial dashboard under  Finances.

On your Financial Dashboard page, you will be able to view the Milestone Payments, Milestone Requests, and invoices on your projects. You can also use Transfer Funds to pay freelancers. On the Withdrawals tab, freelancers can check the status of their pending withdrawal request. Under Affiliate Earnings, you can check the earnings that you receive from your successful referrals.


Now, let's check the other half of your Financial Dashboard page. 

The first thing you’ll notice is the Profit & Loss graph, which gives you an overview of your total earnings and expenditures on over time.


Just below the graph is the Quick Stats table, which presents key stats on your performance in over time. For freelancers, it includes indicators such as the Completion Rate, ongoing projects, and awarded projects. For clients, it includes posted projects, ongoing projects, and hired freelancers.

quickStats provides every user with a comprehensive set of financial statements. Scroll down to the Financial Position section to view your income statement and balance sheet, which summarize all your financial activity on the site.

Your financial statements can be viewed in combined currencies or separate currencies if you transact business in multiple currencies.

The default display is consolidated financial statements. This is based on the exchange rate at the time you view the statement, not the exchange rate active at the time the transaction was recorded. 

You have the option to choose the time range of the displayed statistics.


Both income statement and balance sheet can be exported. Just click either the CSV or PDF options found opposite Income Statement and Balance Sheet.

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