Airtable Stripe revenue dashboard template preview
Most founders want a working revenue dashboard — not another integration project. Stripe's dashboard shows gross charges; your bank shows net deposits after fees. This template gives you an Airtable base built for net revenue, fees, refunds, and payouts so you can see real numbers instead of overstated gross totals.
What's in the template
- Net revenue by month — monthly rollups on net, not gross
- Fees & refunds — see processing costs and reversals net against revenue
- Net collections trend — fee-adjusted cash settled per month
- Settlement view — filter by available date to review when funds became eligible for payout
- Transactions table — 13 balance-transaction fields (gross, fee, net, type, status, reporting category, and more)
Built for Stripe balance transactions — charges, fees, refunds, payout entries, and reporting category. It does not sync Stripe invoice line items, subscription objects, or payout IDs; those live on different Stripe API surfaces. Views summarise cash that settled, which is not the same thing as MRR.
Two ways to use it
Copy and paste manually. Duplicate the base, export Stripe balance transactions as a CSV, and import into the transactions table. Rollups and views update from your paste — but the data goes stale until you import again, and re-imports can create duplicates if you are not careful.
Connect StripeYync. Authorize Stripe, pick this base, and balance transactions sync on a schedule with gross, fee, and net already on each record — net revenue, no dupes, no manual exports. See the Stripe Airtable integration overview and the net revenue guide for how the sync maps to these views.
Why net revenue, not gross
Gross is what customers paid; net is what lands in your balance after Stripe's processing fees — usually 2.9% + 30¢ per charge. Building a revenue dashboard on gross overstates every month and breaks settlement reconciliation. The template is structured around net from the start. For deposit-level matching, see how to reconcile Stripe payouts in Airtable.
Airtable revenue dashboard FAQ
- Is the Airtable template free?
- The shared base is still being prepared. The page currently previews its structure; the copy link will appear once the template is published.
- Does it calculate Stripe fees and net revenue for me?
- The template includes the field structure and rollup formulas for gross, fees, and net revenue. You still need to bring in balance-transaction data — paste a Stripe CSV manually, or connect StripeYync to fill and refresh those fields automatically.
- Do I need StripeYync to use the template?
- No. You can copy the base and import Stripe balance-transaction exports yourself. StripeYync is for founders who want scheduled sync with net revenue, fees, refunds, and payout entries written automatically — no duplicates, no re-imports.