The Finances section is your financial management hub in MyOps for tracking income, managing expenses, and monitoring profitability. It is organized into five specialized tabs, each covering a different part of your financial operations.
My Finances Tab: Main dashboard with KPI cards, income and transaction trend charts, and a listings summary.
My Listing Expenses Tab: Track costs tied to specific property listings (staging, photography, marketing, repairs).
My Business Expenses Tab: Manage general overhead (rent, software, insurance, professional fees).
My Agent Earnings Tab: View team performance, commission splits, and net earnings per agent.
My P&L Tab: Visualize sales volume, expenses, and net profit over time against your targets.
Navigate to Finances from the sidebar under Operations.
Review the dashboard in the My Finances tab for your overview.
Add expenses with the Add an Expense button on either expense tab.
Track team performance in the My Agent Earnings tab.
Monitor profitability with the My P&L tab charts.
Export data regularly for your accountant.
Tip: Check your dashboard weekly to monitor business health and stay on track with your financial goals.
Gross vs. net commission: Gross is earned before splits; net is what remains after the broker cut.
Pending commission: Future income from deals currently under contract.
Conversion rate: Listings sold ÷ listings taken; aim for 30% or higher.
List-to-sale ratio: How close final sale prices land to list prices; 96% or higher is excellent.
Listing vs. business expenses: Listing expenses tie to a specific property; business expenses are general overhead. They live on separate tabs.
Search: Most tabs include a search bar in the top right to filter data by keyword.
Export: Use Export Options on the expense tabs to download data for accounting or tax prep.
Time period filters: Adjust the data view with YTD, Monthly, and Weekly filters on charts and reports.
Ask Maria: Use the AI assistant in the top navigation to ask questions about your financial data.
Record expenses immediately so you do not lose details.
Review weekly to catch trends and issues early.
Use consistent categories for cleaner reporting.
Watch your conversion rate and aim for 30% or higher.
Track lead sources to double down on what works.
Monitor pending commission for better cash flow planning.
Export monthly to share with your accountant.
Set goals and use the % of target metrics to stay on track.
Ask Maria: AI assistant in the top navigation.
Search: Use the search bars to find specific transactions or expenses.
Support: Contact the MyOps support team for technical assistance.
