How to Record Finances, Set Up Commissions, and Track Your Revenue
Everything you need to know about keeping your numbers straight — without a spreadsheet. Record what you earn, see where you stand, and stay organized all year long.
1. Per-Booking Financials
Every booking in Pixie Dust CRM carries its own financial details. No separate spreadsheet needed — the numbers live right where the booking lives.
What each booking tracks
You can edit these numbers from the booking detail screen at any time. Change a total, log a deposit, adjust the balance — it all updates instantly.
Your commission is auto-calculated based on the rates you set up (more on that in the next section). You never have to do the math yourself.
What your clients see
Clients can see the total price, deposit, and balance due on their end — but they never see your commission. That stays between you and your dashboard.
Important
Pixie Dust CRM records and tracks your financial data — it does not process or collect payments. You handle payments through your normal channels (credit card processor, bank transfer, however you usually do it) and simply record the amounts here. Think of it as your financial notebook, not a payment gateway.
2. Setting Up Commission Rates
Head over to the web app to set your commission rates. Once they are in place, every booking automatically calculates your commission — no manual math required.
How it works
You can set a default commission rate that applies to all your bookings. But if you earn different percentages depending on the type of trip, you can also set per-type rates — for example, a different rate for Disney World bookings vs. cruises vs. Universal vacations.
When a booking is created, Pixie Dust looks at the booking type and total price, picks the right rate, and calculates your commission automatically.
Steps to set your rates
- 1
Open the Financial Dashboard
From your main dashboard on the web app, navigate to the Financial Dashboard.
- 2
Go to Commission Setup
You will see a Commission Setup section where you can manage all of your rates.
- 3
Enter your rates
Set your default rate, then optionally add custom rates for specific booking types (Disney World, cruises, Universal, all-inclusive resorts, etc.).
- 4
Save
Hit save and you are done. Your commissions will auto-calculate on every booking from here on out based on the booking type and total price.
Pro Tip
If your rates change mid-year, just update them. New bookings will use the new rate, and existing bookings keep the rate they were created with — so your past numbers stay accurate.
3. Your Financial Dashboard
This is where it all comes together. The Financial Dashboard on the web app gives you a bird's-eye view of your revenue, deposits, and commissions — all in one place.
What you will see
Total Revenue
The combined total across all your bookings.
Deposits vs. Balance Due
See how much has been recorded as deposited and how much is still outstanding.
Commission Earned
Your total commission calculated across every booking.
Revenue by Booking Type
Charts breaking down your income by trip type — Disney, cruises, Universal, and more.
Monthly Trends
See how your revenue and bookings trend over time.
Sortable Booking Table
A detailed table of all bookings with their financial data, sortable by any column.
How to get there
- 1
Go to your dashboard
Log in to the web app and start from your main dashboard.
- 2
Open the Financial Dashboard
Click on Financial Dashboard from the navigation or dashboard shortcuts.
- 3
See everything at a glance
Your revenue totals, charts, trends, and booking table are all right there — no digging required.
Remember
The Financial Dashboard displays your recorded data — it does not process payments. All the numbers you see here come from what you have entered on each booking. Keep your bookings up to date and your dashboard stays accurate automatically.
4. Keeping Tax-Ready Records
If you have ever scrambled to pull together your numbers at the end of the year, this part is for you.
Because your financials are recorded on every booking as you go, your numbers are always up to date. There is no year-end spreadsheet panic, no digging through emails to piece together what you earned.
Need to know your total commission across all Disney bookings? It is right there. Want to see how much revenue came from cruises last quarter? Check the charts. Everything stays current because you are recording it in real time, not trying to reconstruct it months later.
When tax time rolls around, just open your Financial Dashboard, and the numbers you need are already waiting for you.
The bottom line
Record your financials as you go, and you will never have to play catch-up. Your dashboard keeps a running total of everything — revenue, deposits, balances, and commissions — broken down by booking type, month, and more. Stay organized all year and tax season becomes a breeze.
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