Owner Financials
The Financials page of the owner portal shows how your villas are performing: your payout, gross revenue, bookings, and nights for any period you pick. Figures are calculated from booking records each time the page loads.
Overview
Open Financials from the Operations group of the owner portal sidebar. The page has:
- A filter bar for property and period
- Summary tiles for the selected period
- A Revenue by Property table
- A Monthly Breakdown table
- An Export CSV button
You need the View financials permission to see the figures. Your property manager sets it on your membership (see Setting Up the Owner Portal).
Summary Tiles
| Tile | What it shows |
|---|---|
| Your Payout | Your owner net for the period: revenue after the management commission, multiplied by your ownership share |
| Total Revenue | Gross revenue from the period's bookings |
| Bookings | Number of bookings in the period |
| Avg Booking | Revenue per stay |
| Nights | Nights occupied |
A booking counts toward the period in which it arrives. Cancelled bookings and complimentary stays are left out.
If a channel booking's payout is being reviewed after a refund, cancellation, or date change, a note under the tiles says how many bookings are not yet in Your Payout. They are added once the review is done.
Filters
All figures follow two filters at the top of the page:
- Property: All Properties or a single villa.
- Period: Current Month, Last Month, Last 3 Months, Last 6 Months, Year to Date, Last Year, Custom Range, Next 90 Days, or Rest of Year. Custom Range adds From and To date pickers.
Changing a filter updates the whole page.
Past vs. Forecast Mode
Selecting Next 90 Days or Rest of Year switches the page into forecast mode:
- The tiles relabel to forecast revenue, confirmed bookings, and projected nights for upcoming stays. Pending bookings count too.
- Two checkboxes appear in the filter bar: vs. same period last year and vs. previous period. Each adds a percentage change to the tiles and a column to the property table.
- A Payment Timeline appears below the monthly breakdown. It shows when scheduled payments for upcoming bookings are expected.
Select any past period to return to normal mode.
Revenue by Property
One row per villa with its bookings, nights, revenue, and average per booking for the period. On a phone the rows become cards.
Monthly Breakdown
One row per month with bookings, revenue, and ADR (average daily rate).
Exporting
Click Export CSV in the top-right corner to download the figures for the current filters. Use it for your records or your accountant.
Currency
Each booking carries its own currency, and the page shows amounts in that currency. If the selected properties and period mix currencies, the totals can't be added up and the page shows an error. Pick a single property to see its figures.
Key Concepts
- Gross revenue: What guests paid for the stays, before any deductions.
- Payout (owner net): What you receive after the management commission. The commission rate is set per villa, and some booking sources have their own rate.
- ADR (Average Daily Rate): Revenue divided by nights booked.
Common Questions
Can I see the revenue for one booking? Yes. Open the booking from the Bookings page. It shows the price breakdown and payment history for that stay.
Can I export financial data? Yes. Click Export CSV on the Financials page.
Why is a booking missing from my payout? Channel bookings whose payout is under review after a refund, cancellation, or date change are left out until the review is done. The note under the tiles shows how many.
Why does the Financials page say it failed to load? Most often you don't have the View financials permission. Ask your property manager to turn it on.
Related
- Owner Portal Guide: the complete guide to the owner portal.
- Owner Documents: statements and invoices your manager shares.
- Reporting Guide: system-wide reporting for admins and property managers.