Dashboard
YTD Net Revenue
—
confirmed paid events
Markets
—
Credit One
—
Pop-ups
—
Private Events
—
Outstanding
—
invoiced, not yet paid
Revenue by Category
Monthly Trend
Recent Events
| Date | Event | Category | Source | Status | Revenue |
|---|
Events
| Date | Event | Sub-type | Category | Source | Status | Revenue | Notes |
|---|
Import
🟢 Clover Sales Overview CSV
Clover Dashboard → Reports → Sales Overview → Download CSV. One month at a time.
📂
Click or drag & drop Clover CSV here
GLACE-CHS_LLC-Sales_Overview_*.csv
Imported Months
📒 QuickBooks Transaction Detail CSV
QB Desktop: Reports → Accountant & Taxes → Transaction Detail by Account → Export CSV.
📂
Click or drag & drop QuickBooks CSV here
Imported QB Transactions
Reconciliation
Compares Clover monthly imports against events logged with source = Clover. Flags any gaps.
Month
Clover Net
Events Logged
Difference
Status
Import Clover CSV files first.