What the Finances page shows
At the top of the page, a date-range selector scopes every panel below it. Choose from this month, the last 3, 6, or 12 months, or all time to zoom in or out on the period you care about.Revenue
Total income from all completed and paid orders in the selected period. Includes a trend comparison against the previous month.
Expenses
Total costs recorded against orders in the selected period. Includes a trend arrow — a downward trend is a positive signal.
Profit
Revenue minus expenses. Shows the profit margin as a percentage when revenue is above zero.
Jobs Completed
Count of completed and paid orders with the average order value shown beneath.
Where the numbers come from
Understanding the source of each number helps you keep them accurate.Revenue
Revenue
Revenue counts the
price field of every order at Completed or Paid status within the selected period. An order at Pending, Confirmed, Postponed, or Cancelled status does not contribute to revenue. Move orders to Completed when the job is done and to Paid when you’ve collected the money to keep these figures accurate.Costs (expenses)
Costs (expenses)
Costs come from two sources: cost line items you add directly on the order detail page (supplies and materials used on a specific job), and expense transactions you record manually. Both are summed together to produce the total expenses figure.
Profit
Profit
Profit = Revenue − Costs. DetailAhead calculates this automatically every time the page loads. There is nothing to enter separately.
Monthly charts
Two bar charts sit side by side on the Finances page:- Monthly Revenue — income per month as a single bar series, with value labels above each bar.
- Revenue vs Expenses — a grouped bar chart showing revenue (green) and expenses (red) side by side for each month, so you can see at a glance whether costs are eating into a good revenue month.
Incoming revenue
The Incoming Revenue chart shows the total value of orders that are booked or completed but not yet marked Paid — money that is owed to you but hasn’t landed yet. Use this to anticipate cash flow before the end of the month.Cars cleaned over time
The Cars Cleaned Over Time line chart counts the total vehicles handled per week or month (toggle between the two). A three-car fleet job counts as three. Use this alongside revenue to understand volume trends separate from pricing changes.Services sold and booking status
Two horizontal bar panels break down your business by job type:- Services Sold — the share of completed jobs for each service type (e.g. 42% Full Detail, 28% Interior Deep Clean).
- Booking Status — the share of all bookings in the period that reached each status, so you can see your cancellation and postponement rate.
Customer retention and new vs returning
- Customer Retention shows what percentage of customers came back within 90 days of their first completed job. This is calculated all-time regardless of the date range selector, because a 90-day window can’t be meaningfully answered within a single month.
- New vs Returning breaks down how many customers who booked in the selected period were first-timers versus people who had booked before.
Monthly breakdown table
The Monthly Breakdown table at the bottom of the page lists revenue, expenses, profit, and job count for each month in the selected range — one row per month. Use this for a quick period-over-period comparison or to prepare a summary for your accountant.Transaction log
The Transactions section below the charts is a complete record of all financial activity — both income entries (from orders marked paid) and expense entries (from costs recorded on orders and manual transactions). Filter by category (Service Revenue, Supplies, Payroll, Vehicle, etc.) or by tag to narrow down the list.Recording costs on an order
1
Open the order detail page
Navigate to Orders, find the relevant job, and click its row to open the order detail.
2
Add cost line items
In the order detail, add cost entries for the supplies and materials you used on the job — for example, ceramic coating product, clay bar, microfibre cloths. Each entry has a description and a cost amount.
3
Save
Costs save immediately and reduce the profit calculation for that order. They also flow through to the Finances page totals for the month the order falls in.
The accuracy of your finance data depends entirely on the costs you record against orders. If you don’t record the ceramic coating product cost on a ceramic coating job, that job will show as 100% profit. Make a habit of adding costs before marking an order as completed.