Finance Module

Every dollar.
Accounted for.

FTD tracking, revenue attribution, and billing in one live view. Every deposit attributed across agent, campaign, broker and channel — updated the moment it lands.

REVENUE MTD $2.4M ↑ 14%
Live Preview — Finance Dashboard
Revenue MTD
$2.4M
↑ 14% vs last month
This Week
$847K
↑ 8% vs last week
FTDs This Month
284
↑ 21 today
Conv. Rate
18.4%
↑ 2.1pp vs last month
Monthly Revenue
Jan — Dec 2026
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Recent FTDs
LeadFTD AmountBrokerAgentDateStatus
🇩🇪 Klaus Weber$2,400Alpha FXSarah M.Apr 1Confirmed
🇪🇸 Carlos Ruiz$1,800Beta ProDaniel R.Apr 1Pending
🇫🇷 Marie Dupont$3,200Alpha FXAnna K.Mar 31Confirmed
🇮🇹 Luca Ferrari$5,000Gamma LtdMike T.Mar 31Confirmed
🇵🇱 Piotr Kowal$900Delta IOLisa P.Mar 30Pending
What's included

Everything the Finance module does

FTD Attribution
Every first-time deposit traced back to agent, broker, campaign, channel and shift slot simultaneously.
Revenue Tracking
Live running totals per day, week and month. Dashboard updates the moment a deposit is confirmed.
Broker Payouts
Track what each broker owes and is owed. FTD totals per broker with payout status and history.
Agent Commissions
Calculate agent commissions from FTD and conversion data automatically. Export for payroll.
Monthly Reports
Auto-generated daily, weekly and monthly financial summaries emailed to management.
Export to CSV
Export any report, any date range, any filter to CSV or Excel with one click. Compliance-ready.
Request Access →See All Modules
Finance · MAESTRO CRM

Your deposit pipeline. Live. Attributed. Automated.

22 deposit statuses. FTD attribution. Revenue reporting in real time. Stop guessing where your money is — Cowboy CRM tracks every dollar.

Request Access → Calculate Your ROI
$149
per seat / month
14
modules included
2 wks
to full deployment
INTEGRATES WITH

Finance works alongside these modules

Brokers
Explore module →
Clients
Explore module →
View All 14 Modules
One system, one login, no fragmentation