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All CollectionsAGENDAAGENDA: User Guide
Track Revenue, Transactions, Transfers & Financials (Metrics)
Track Revenue, Transactions, Transfers & Financials (Metrics)

This tutorial shows you how to track sales, transactions & bank transfers/deposits. View taxes, credit card fees, & customer bookings.

Blake Pridham avatar
Written by Blake Pridham
Updated over 7 years ago

Transaction and transfer records can be found in the Metrics tab. This section is divided into two tabs that track individual transaction records and individual bank transfers respectively. You will always have the option of viewing records within the dashboard or offline by downloading a CSV file.

Transactions processed by credit card via Agenda are transferred to your bank account on a 7-day rolling basis. This means that if you have a combined sale of $1000 today, $1000 (less processing fees) will be deposited into your account
one week from today.


​How to Track Revenue:

1.  Click Metrics

2. Select a date range of transactions

3. If you would like to download a .CSV copy, click Export to CSV 

4. To view past and upcoming transfers to your bank account, click the Transfers tab

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