Know who can see business figures

Owners can view business and finance figures. Managers can view business figures, while finance figures depend on their permission; team members cannot open Insights.

1 min read · Updated August 28, 2026

In short

A team member cannot open Insights.
A manager's finance permission controls money figures.
When money access is absent, Gloa omits money choices and columns instead of showing partial amounts.

Owner	Manager
Can open Insights and view finance figures. Can use revenue widgets and the money-ledger report subject.	Can open Insights and view booking figures. Sees finance figures only when finance access is granted.

Team member	No Insights access
Revenue widgets	Finance access required
Team comparisons	Not shown to team members

What changes without finance access

Revenue sections and revenue dashboard widgets are unavailable.
Reports stay on bookings and omit money columns.
The Goal card offers bookings and new clients instead of revenue.
Team performance ranks by booking volume instead of revenue.

A manager cannot see revenue.	Review that person's finance permission. Their role alone does not grant finance access.
A team member cannot open Insights.	This is expected for the team-member role; use the schedule and appointment views available to that person.

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See your business at a glance — Insights brings bookings, clients, team performance, and service performance into separate views. Choose the period first so the figures answer the same question.
Read your dashboard — Choose a period, then read appointments, earned revenue, clients, and the items that need your attention.
Booked money and earned money — A booking can carry a price before the service is completed or the money is collected.