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Introducing Our New Financial Dashboard: Take Full Control of Your Club’s Finances

Managing a club’s finances can be complex, but we’re making it easier than ever. Our brand-new Financial Dashboard gives your club complete clarity over revenue, transactions, and financial trends—all in one intuitive interface.

With powerful insights, easy-to-use filters, and enhanced reporting, this update puts control at your fingertips.





Key Features of the New Financial Dashboard


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Key Performance Indicators

Get a real-time snapshot of your club’s financial health with new key performance indicators—track revenue, trends, and cash flow instantly.


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Income Breakdown

Easily check where your club’s income is coming from:

✔️ Memberships

✔️ Raffles

✔️ Lotto

✔️ Events

See a detailed breakdown and identify the biggest revenue drivers for your club.




Income Comparison Over Time

Analyse and compare financial trends with our new 12-week and 12-month income comparison tool. Quickly spot growth patterns and make informed financial decisions.




Weekly & Monthly Income Overviews

Dive deeper into your club’s financial performance with weekly and monthly breakdowns of key income streams.


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Auto-Renew vs. One-Off Sales Breakdown

For clubs using our Auto-Renew membership feature, you can now compare recurring revenue vs. one-time sales, helping you strategise long-term financial stability.



Advanced Transaction Data Insights

Searching transactions is now faster and more detailed. Filter by:

✔️ Name

✔️ Date range

✔️ Category

✔️ Payment type

✔️ Payment status

This ensures greater accuracy and visibility into every transaction.



Process Refunds in Seconds

Managing payments has never been easier. You can now process refunds directly from the dashboard with just a few clicks.



Instant Data Exporting

Need financial reports? Select your category, set a date range, and export your data instantly—perfect for record-keeping and audits.





The New Financial Dashboard Is Live on Monday 14th April!

With these powerful updates, you can reduce admin work, track financial performance, and make data-driven decisions that benefit your club.


 
 
 

9 Comments


I had the opportunity to engage with Holborn Assets for my financial services needs, and I must say, the experience was quite commendable. The professionalism exhibited by their advisors was evident from the outset, as they provided tailored solutions that aligned with my financial goals. The user interface of their platform was intuitive, making it easy to navigate through various investment options, read more reviews on holborn assets reviews. Additionally, the responsiveness of their customer service team was impressive; any queries I had were addressed promptly and thoroughly. Overall, my experience with Holborn Assets has been positive, and I would recommend their services to anyone seeking reliable financial guidance.

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