March payout matches your Transactions view within £0.04. Net sales, Easol fees, and deductions line up with statement lines M1–M4.
Insights
Your numbers, organised around what you’re trying to do — with AI that shows it’s working so you trust every figure.
Same data as above — without narrative. Use when you want to audit or share screenshots.
- Reconciliation view — expected vs collected vs fees vs net
- Payment methods & modalities — card mix, domestic/intl, plan vs full
- Explore — build your own breakdown (save as view)
- Transactions report (stub) — statement-aligned columns
Payment plans on Coastal Weekender are +14% vs last period. Net after fees still up 6% — worth keeping plans enabled.
£2,840 overdue across 6 bookings on upcoming dates. Filtered list ready — no export needed.
Trace any number to the source
Tiles → explorable report → bookings / payments → statement line. Granola: static aggregates aren’t enough for disputes and spikes.
- You are here
- Filter, group, export
- Drill to orders
- Off-platform in future
Sales theme: use Explore below for variant, week, country — save as “my sales view” instead of hunting flat reports.
Ops theme: payment health, receivables, resource use — start from overdue brief or Operations in the library.
Support theme: per-booking fee breakdown; same numbers the creator sees — jump from ticket ID to one row.
Pipeline theme: enquiries, recommendations, projected sales — linked from Sales pipeline nav (stub in north star).
Explore
One flow: metric → breakdown → slice — no report maze
This is the answer to “flat reports”: compose breakdowns instead of hunting the right pre-built table.
Payment analytics
Payments theme: modality & method drive fees and conversion — one surface instead of scattered reports.
Agent uses this layer for “why did fees change?” — you can always open the
Views by job
Pinned layouts and column sets — switch context without losing your place.