Admin & Management Updated Mar 2026
Finance Dashboard & Revenue Tracking
Monitor revenue, customer lifetime value, transaction ledger, and export financial data.
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Financial Overview
The Finance dashboard gives admins complete visibility into platform revenue, customer spending patterns, and transaction history.
Revenue Dashboard
- Total Revenue — Cumulative credits purchased (all time and 30-day)
- Monthly Recurring Revenue — Trending revenue by month
- Top Customers — Ranked by total spend and current balance
- Revenue by Channel — SMS vs WhatsApp revenue breakdown
Customer Lifetime Value (LTV)
- View each customer's total spend since registration
- Track average monthly spend and purchase frequency
- Identify high-value customers for VIP support
Transaction Ledger
Every financial transaction is recorded:
- Credit Purchases — M-Pesa, Tigo Pesa, CRDB, Selcom payments
- Credit Usage — Deductions for SMS and WhatsApp messages
- Admin Adjustments — Manual top-ups, refunds, promotional credits
- Gateway Costs — Per-message costs from SMS gateway providers
Exporting Data
- Export the transaction ledger as CSV or Excel
- Filter by date range, customer, transaction type, or payment method
- Generate monthly financial summaries for accounting
Payment Reconciliation
- Cross-reference M-Pesa transactions with the platform ledger
- Identify pending payments that haven't been credited
- Flag discrepancies for manual review
Compliance: Financial data is retained for 7 years per TRA requirements. All exports include transaction IDs for audit purposes.
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