Finance: log sales, refunds, and chargebacks to dashboard

Finance teams miss refunds and chargebacks in dashboards, causing reconciliation gaps. Add rows for every sale, refund, and chargeback so finance can reconcile campaign results.

Finance: log sales, refunds, and chargebacks to dashboard

Overview

Missed refunds and chargebacks create reconciliation risk and distort campaign ROI. This workflow captures every sale, refund, and chargeback into your campaign dashboard, giving finance and operations a reconciliation-ready ledger and eliminating manual entry gaps.

Notable Features

  • Create transaction rows in spreadsheet
  • Label sales, refunds, and chargebacks
  • Notify operations of reconciliation issues

Finance: log sales, refunds, and chargebacks to dashboard