Your Earnings Dashboard is your financial control center on HelperGen. It's a powerful tool designed to give you a clear and detailed view of your business performance, track your growth, and simplify your tax reporting.
How to Access Your Earnings Dashboard
Click on your Profile Picture in the top-right corner of the page.
Select Earnings from the dropdown menu.
Let's walk through the four main sections of your dashboard.
1. The Main Dashboard: Your Financial Overview
This is the first screen you'll see, giving you an at-a-glance summary of your current financial health.
Key Metrics: You'll immediately see your most important numbers:
Total Earned (Net Income): Your total take-home pay after all fees and taxes.
This Month's Earnings: A running total for the current month.
Jobs Done: The number of jobs you've completed.
Avg/Job: The average net earning for each completed job.
Earnings Breakdown: This section provides full transparency, showing your Gross Revenue before deductions, as well as the exact amounts for Platform Fees and Taxes Paid.
2. The "Analytics & Charts" Tab
This section helps you visualize your business trends over time, so you can see what's working best.
Earnings Trend: This chart tracks your income on a monthly basis, helping you see your growth.
Earnings by Job Type: This is a crucial chart. It shows you which of your services are the most profitable, helping you understand where to focus your efforts.
Jobs Completed Over Time: This chart tracks your job volume, showing you your busiest periods.
Job Type Summary: Below the charts, you'll find a detailed breakdown of each service type, showing your total earnings and average pay per job for each category.
3. The "Job Details" Tab
This is your complete, itemized history of every job you've done on HelperGen.
Detailed Breakdown: The table shows every detail for each job, including the gross pay, fees, taxes (GST/PST/HST), and your final net earnings.
Filter Your Earnings: You can filter this list by a specific date range to see your earnings for any period.
Download Your Data:
Download Receipt: You can download an individual receipt for any job.
Download CSV: This powerful feature allows you to export a complete spreadsheet of your job history, perfect for your personal accounting or tax records.
4. The "Tax Summary" Tab
This section is designed to make tax time as simple as possible.
Filter by Tax Period: You can easily select a time period (like "This Year") to see all relevant tax information.
Key Tax Totals: The summary shows your total Taxable Income (Gross Revenue), the Total Tax Paid that you collected, and your Net Income.
Tax Breakdown: It provides a clear, separate total for all the GST, PST, and HST you have collected, making it easy to report your taxes accurately.
By using these tools, you can move beyond just completing jobs and start making strategic decisions to grow your business on HelperGen.
For Service Providers.